Use Cases Portfolio
An intelligent document automation suite designed specifically for the Salesforce ecosystem.
6 Critical Workflows
From logistics to finance, ClearPath IQ bridges the gap between raw documents and actionable Salesforce data.
1. Customer PO's
Transform Orders Instantly
Automate the conversion of customer purchase orders into Sales Orders within Certinia or Rootstock.
AI available header & line item matching
Automatic validation of parts and pricing
Eliminate hours of manual data entry
Direct integration with Salesforce ERPs
2. Vendor Invoices
Touchless AP Processing
Streamline your Accounts Payable by automatically extracting vendor info and invoice details.
Supports two-way or three-way matching
Validate against existing Purchase Orders
Reduce human error in payment cycles
Accelerate invoice approval workflows
3. Packing Slips
Real-Time Inventory Updates
Bridge the gap between physical logistics and digital records at the loading dock.
Convert packing slips into digital receipts
Instantly update inventory levels in Salesforce
Track quantities and unit of measure auto-sync
Minimize manual logging and discrepancy risks
4. Inspection Forms
Quality and Compliance IQ
Digitize and automate quality assurance reports directly into ComplianceQuest, Dot Compliance or Propel QMS
Extract data from field inspection audits
Validate against safety and regulatory standards
Automated document storage for audit trails
Trigger corrective actions based on findings
5. Test Results
Lab Data Ingestion
Automatically ingest complex laboratory measurements and scientific data into Propel or custom apps.
Parse data from certificates of analysis
Historical tracking of test batch trends
Improved data integrity with zero manual entry
Real-time sync for R&D and QA teams
6. Certificates
Regulatory Management
Extract expiration dates and certification info from supplier compliance documents with AI accuracy.
Automated renewal notification triggers
Digital storage of compliance history
Seamless approval flow inside Salesforce