No File Left Behind—Process Any Document with AI
With CloudFiles AI, every document—regardless of format, language, or handwriting—becomes searchable, structured, and automation-ready in Salesforce. Eliminate manual processing and let AI handle the heavy lifting..
Loved and trusted
by companies across industries — from finance, real estate to healthcare.
Any File, Any Format—AI Reads It All
From PDFs to Handwritten Notes—Let CloudFiles Document AI Do the Work
PDF, WOrd, Excel, PowerPoint Documents
- PDFs – .pdf (structured, unstructured, native, and scanned PDFs)
- Word & Excel – .doc, .docx (Word documents), .xls, .xlsx (Excel spreadsheets)
- PowerPoint – .ppt, .pptx (presentations and slides)
Image Files (.jpeg, .png, .tiff, .bmp, .gif, etc.)
- Scanned documents and photos
- Screenshots and digital images
- Form scans and ID documents
Multi-Language Documents
- AI-powered text recognition across multiple languages - English, French, German etc.
- Supports mixed-language content in a single document
Handwritten Notes
- Extracts text from cursive and printed handwriting
- Recognizes signatures, annotations, and handwritten forms
Used across industries
CloudFiles’ document management streamlines marketing and sales workflows, boosting efficiency while saving time and money.
Financial Services
Automate loan documents, manage KYC forms, and ensure compliance.Speed up client reporting and improve data privacy with AI-powered workflows.
Healthcare & Life Sciences
Manage patient data, automate claims, and ensure HIPAA compliance. Streamline regulatory sharing and reduce manual tasks by up to 80%.
Technology & IT
Manage documentation, automate contracts, & track compliance. Securely share specs, use analytics, & improve privacy with advanced workflows.
CloudFiles Use-Cases
See how CloudFiles helps streamline workflows in Salesforce
Organize KYC Docs
Wealth managers upload, organize & verify KYC docs right from Asset records in half the time
Share with customers
Insurance agents share risk management collateral with experience users to engage them
Quick Templates Selection
Govt. contractors generate accurate quotes from hundreds of formats to get paid quickly
Daily Reporting
Technology companies create custom records for specific sales uploads for reporting purposes
Incident Reporting
HR teams generate custom incident documents using a variety of screen flow inputs
Digitize Medical Records
Hospitals digitize medical prescriptions by auto-reading them into checklist fields
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Stay compliant & secure.
Always.
We work with independent experts to verify our security, privacy and compliance controls, and have achieved certification against stringent standards.
CloudFiles Doc AI is a game-changer.
But don’t just take it from us.
4.9/5
4.8/5
4.5/5
"CloudFiles has has saved us many hours of repetitive work and boosted our productivity. It has taken our automation capabilities to new heights! Definitely recommended."
Jeremy Ahoyo
Atlante
"CloudFiles is an excellent, easy-to-use app. It quickly solved our Salesforce to SharePoint file transfer crisis with seamless implementation and outstanding customer support. Highly recommend!"
Vishal Talpallikar
Aviva
"CloudFiles offers great value for connecting storage solutions. Automate tasks like folder creation and file copying. Excellent support at no extra cost. Highly recommend!"
Irwin Mencias
Mālama Solar
"CloudFiles is incredibly robust and handles our document processes flawlessly. The highly responsive team are true problem solvers. Worth every dollar. Absolutely recommend for Salesforce."
Victor Villalobos
The Financial Interior, LLP
"CloudFiles' SharePoint integration with Salesforce has reduced data storage costs, simplified document management, and enhanced efficiency. Outstanding support. Highly recommend for reducing storage expenses."
Latha Davuluri
W. R. Grace & Co.
"Flawless app with exceptional support. CloudFiles exceeds expectations in testing, implementation, migration, and automation. Highly recommend exploring this solution for connecting file storage to Salesforce"
Mark Salib
BDA Partners
"CloudFiles seamlessly integrates OneDrive with Salesforce, offers flexible Apex actions, and provides outstanding support. Vishesh and team ensured a smooth setup and file migration."
Oscar Chacón
Sagicor Financial Corporation
"CloudFiles' SharePoint/Salesforce integration is excellent. The team is collaborative, responsive, and highly knowledgeable. They go the extra mile to meet our needs. Highly recommend."
Adam Ady
Anteriad
"Using CloudFiles' SharePoint integration with Salesforce has saved us on data storage costs. Their support and flow templates for file permissions are excellent. Highly recommended!"
Ed Pashkin
Rainforest Alliance
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CloudFiles’ document AI streamlines sales workflows by reducing data entry so that reps can focus on higher level tasks, boosting efficiency while saving time and money.
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