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Products . Integrations
ClearPath IQ for Salesforce
Intelligent Document Processing Built for Salesforce
ClearPath IQ transforms incoming business documents into automated transactions and workflows without leaving the Salesforce platform.
Built for organizations using Salesforce solutions like Certinia, Rootstock, Propel, Manufacturing Cloud, and other Salesforce applications. Additionally, ClearPath_IQ is now available for use with Acumatica using either a Salesforce or a simple web page user interface.
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Certinia
Accounts Payable Automation with Certinia
ClearPath IQ helps organizations eliminate manual invoice processing by transforming vendor invoices into automated Accounts Payable transactions within Certinia. Invoice data is captured from PDFs, scanned documents, emails, and other formats, then validated against vendors, purchase orders, receipts, and business rules before creating or updating AP records.
ClearPath IQ can support two-way and three-way matching processes, identify exceptions for review, and automate approval workflows, helping finance teams reduce processing costs, improve accuracy, accelerate invoice approvals, and gain greater visibility into their AP operations.
Operations
Operations Automation with Rootstock
ClearPath IQ helps manufacturers and distributors automate document-driven processes in Rootstock by transforming incoming business documents into transactions and operational records. Information from customer purchase orders, packing slips, bills of lading, supplier documents, and other operational forms is captured, validated, and used to create or update records within Rootstock.
Common use cases include converting customer purchase orders into sales orders, generating purchase order receipts from packing slips, updating inventory transactions, and supporting receiving and fulfillment processes.
By eliminating manual data entry and streamlining document processing, ClearPath IQ improves accuracy, accelerates transaction processing, and increases operational efficiency across the supply chain.
Product LifeCYCLE & quality
Product Lifecycle and Quality Automation with Propel
ClearPath IQ helps organizations streamline document-driven processes across both Propel Product Management Suite (PMS) and Quality Management System (QMS) applications. Information from product specifications, engineering documents, inspection forms, test reports, certificates of compliance, supplier quality documents, and other product lifecycle records is automatically captured, validated, and converted into structured Salesforce data.
Within Propel PMS, ClearPath IQ can help automate the creation and maintenance of product records, specifications, attributes, and supporting documentation. Within Propel QMS, it can automate the processing of quality records, inspections, nonconformance documentation, test results, supplier quality information, and compliance-related workflows.
By eliminating manual data entry and accelerating document processing, ClearPath IQ improves data quality, increases traceability, and helps organizations bring products to market faster while maintaining regulatory and quality standards.
Operations
ERP Automation with Acumatica
ClearPath IQ helps organizations using Acumatica automate document-driven business processes by transforming incoming documents into transactions and operational records. Information from customer purchase orders, vendor invoices, packing slips, bills of lading, receipts, forms, and other business documents is captured, validated, and used to create or update records within Acumatica.
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Use cases can span manufacturing, distribution, construction, retail, and other Acumatica-supported industries.Â
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By reducing manual data entry and connecting document processing directly with Acumatica, ClearPath IQ improves data accuracy, accelerates transaction processing, and increases efficiency across finance, sales, purchasing, inventory, and operations.
01
Customer Purchase Orders
Receive and process customer purchase orders with speed and accuracy. Automatically extract key information to reduce manual sales order entry and improve order management.
04
Bills of Lading
Capture shipping and logistics information from bills of lading with high precision. Improve freight tracking, compliance, and supply chain visibility through automated data extraction.
07
Certificates of Compliance
Digitize compliance certificates to verify product standards and regulatory requirements. Keep certification records organized, accessible, and audit-ready at all times.
What Documents Can Be
Processed?
02
Vendor Invoices
Capture invoice data and automatically match against corresponding purchase order. Set matching rules for automatice approval or manual review process.
05
Inspection
Forms
Convert inspection forms into structured digital data for faster analysis and reporting. Eliminate paperwork while maintaining accurate quality inspection records.
08
Quality
Documents
Process quality documents with intelligent data extraction to improve document management. Ensure consistent record keeping and simplify compliance tracking across operations.
10
Custom Business Documents
Whatever the document your business process relies on, ClearPath IQ can extract information and drive automation of transactions.Â
03
Packing Slips
Extract product quantities, shipment details, and order references from packing slips. Ensure inventory records stay accurate and shipments are verified efficiently.
06
Test
Reports
Automatically extract measurements, results, and technical data from test reports. Accelerate quality assurance processes with reliable and searchable digital records.
09
Certificates of Analysis
Capture customer information from forms quickly and accurately. Reduce manual input, improve response times, and enhance overall customer service efficiency.
What can be Automated?
Sales Order Creation
Automate sales order creation from incoming documents.
Reduce manual entry and speed up order processing.
Accounts Payable Processing
Extract invoice data and automate payment workflows.
Improve accuracy while reducing processing time.
Purchase Order Receipt Processing
Match purchase orders with received goods instantly.
Ensure accurate records and faster fulfillment.
Inventory Transactions
Automatically update inventory from business documents. Maintain real-time stock visibility with fewer errors.
Quality Management Processes
Digitize quality data for consistent monitoring.
Improve compliance and streamline quality control.
Compliance Workflows

Automate compliance checks and document validation.
Stay audit-ready with organized digital records.
Case Creation

Create support cases automatically from incoming requests.
Accelerate response times and improve customer service.
Approval Routing
Route documents to the right approvers automatically.
Eliminate delays and simplify decision-making.
Custom Salesforce Workflows
Build tailored Salesforce automations for your business.
Connect documents directly to your CRM processes.
Why Salesforce Matters
Leverage Salesforce to automate end-to-end operations.
Boost productivity with smarter, connected workflows.
Multi Currency
Manage and process global transactions seamlessly. Automatically handle multi-currency conversions and reporting to ensure accurate financial tracking across all your international operations.
Document Translation
Break language barriers instantly. Automatically translate incoming documents into your preferred language to maintain seamless communication and clarity in global business processes.
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