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CloudFiles Document AI | Image OCR, PDF Extract, Doc Classification & more...
AI Powered Document OCR App for text extraction, classification & insights
Overview
CloudFiles Document AI enables natural language queries on files through Salesforce Flows and Apex to automate tasks like classification, document scanner, OCR based document extraction from handwritten or PDF scanner images, document verification etc...
See How CloudFiles Document AI | Image OCR, PDF Extract, Doc Classification & more... Works
AI powered OCR to extract data from uploaded doc Use AI-powered OCR and NLP to extract fields, tables, and line items from uploaded PDFs, scans, photos, and handwritten documents automatically inside Salesforce — no manual data entry needed.
Automate document scanning and OCR for Salesforce Automatically scan & run OCR on Salesforce file attachments of any format — PDFs, images, scanned forms, & photos. Extract structured data from unstructured documents at scale without leaving Salesforce.
Best OCR app for automated document & form processing Process intake forms, contracts, invoices, & claims using AI-powered OCR. Extract accurate answers from any file type — typed, scanned, or handwritten; and write results directly to Salesforce fields
AI powered document parsing for high volume claims Parse high volume claims, insurance forms, and complex documents using AI. Extract multiple fields, tables, and summaries simultaneously with precision-driven, context-aware algorithms built for scale.
Integrate intelligent OCR for automated processing Integrate intelligent OCR with Salesforce workflows using Flow actions & Apex. Trigger extraction on upload, automate routing, record creation, & task assignment based on document content automatically.
Integrate computer vision for automated document processing and classification Detect document structure, extract content, and route files to the right Salesforce records and external storage without manual review.
Extract field data from PDF documents and automate file extraction in Salesforce Automatically and write it to Salesforce records. Automate file extraction & downloading for data migration, offline business intelligence, and large dataset processing.
AI document comparison tool to detect changes & missing fields Compare contracts, forms, & reports to spot missing fields, edits, & mismatches across different file types & layouts. Detect changes with field-level precision and skip costly manual reviews
Best AI tool to glean insights from unstructured files Use AI agents & prompt builder to glean insights from unstructured Salesforce data. Split, query, and analyze documents of any format — ask like a human, get structured answers back instantly.
CloudFiles Document AI is one of the leading AI apps that brings intelligent document processing natively into Salesforce. With advance OCR, NLP & smart algorithms, it’s like an invisible assistant — 10x faster & smarter, 99.9% accurate & fully compliant CloudFiles supports numerous industries, use cases, & document types. Connect with our experts to explore your business needs. Explore the CloudFiles suite- from Document AI to Document Management, Generation & e-Signature - to power all stages of your document lifecycle 📚 Education: Extract course grades & calculate GPAs from transcripts with AI-driven logic 💰 Finance: Split loan packages, extract financial data & automate approval/compliance workflows 🏥 Healthcare: Summarize intake forms & medical records for faster triage & diagnosis 📜 Legal: Extract & highlight clauses, then route contracts through custom approval flows 🏠 Real Estate: Split bulky property files, rename using content & sync to Salesforce or external storage 🛡️ Insurance: Collate & summarize claim documents to assist adjusters in faster decisions 👥 HR: Classify resumes by role, summarize experience & score candidates using sentiment cues
Categories
- Business Needs
- Document ManagementProcess ManagementAdmin & Developer Tools
- Industries
- EducationHealthcare & Life SciencesPublic Sector
- Personas
- AdministratorBusiness UserSales Representative / Manager
- FeaturesNo LimitsThis product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in HelpLightning ReadyOptimized for Salesforce orgs that use Lightning Ready.Multiple CurrenciesSupports Salesforce orgs that use Multiple Currencies.Person AccountsSupports Salesforce orgs that use Person Accounts.Salesforce ShieldSupports Salesforce orgs that use Shield.Managed PackageThis product is installed in your Salesforce org as a managed package and receives automatic upgrades.Lightning App BuilderReady to use in the Salesforce Lightning App Builder.Salesforce MobileSupports Salesforce for iOS and Android.
- No LimitsLightning ReadyMultiple CurrenciesPerson AccountsSalesforce ShieldManaged PackageLightning App BuilderSalesforce Mobile