Cloudfiles

CloudFiles is an all-in-one document automation platform built natively for Salesforce and HubSpot. Founded in 2021 by Vishesh Singhal (CEO), Ankit Gupta (CTO), and Siddharth Garg (CMO), the company is headquartered in Fremont, California. The platform combines Document AI (extract, classify, summarize, and process data from any file), Document Management (organize and automate folders across SharePoint, Google Drive, Amazon S3, and more), and Document Generation (create quotes, contracts, and proposals with dynamic templates)—all operating directly inside CRM workflows. CloudFiles serves revenue and operations teams across financial services, healthcare and life sciences, technology and IT, real estate, and manufacturing. The platform is trusted by 120+ customers including Warner Bros. Discovery, PenFed, and Aviva, and is enterprise-grade with HIPAA, SOC 2, ISO 27001, and GDPR compliance certifications. Backed by Titan Capital and BITS Spark Angels, CloudFiles is part of the Salesforce Startup Program.