What is ClearPath IQ?
ClearPath IQ for Salesforce transforms incoming business documents into automated transactions and workflows without leaving the Salesforce platform.
Built for Salesforce-based applications such as Certinia, Rootstock, Propel, and other Salesforce cloud solutions, ClearPath IQ captures data from purchase orders, vendor invoices, packing slips, inspection forms, test results, and other business documents, then automatically creates or updates the records needed to complete the process.
Because document processing, business logic, workflows, approvals, and reporting all reside within Salesforce, organizations benefit from a seamless end-to-end experience with fewer integrations and less manual effort keying in data to update systems.
From creating sales orders from customer purchase orders to processing AP invoices, generating PO receipts, and creating quality or compliance records, ClearPath IQ helps organizations improve accuracy, accelerate processing, and scale operations while keeping everything on a single platform.
Built for Real-World Business Processes
Inconsistent Vendor Formats
ClearPath IQ is designed to ingest documents regardless of layout, structural variation, or vendor-specific nuances.
Multi-Page Documents
Accurately process complex, high-volume files without losing data integrity across page breaks or attachments.
Missing or Incomplete Fields
Handle incomplete data gracefully with intelligent field inferencing and automated flags for human review.
Exception-Heavy Workflows
Automation that understands PO vs Non-PO logic, multi-level approvals, and complex compliance requirements.
What ClearPath IQ Automates?
AP Processing
Capture and validate financial data at the source with seamless ERP sync.
Receiving
Automate shipping documentation for faster receiving and inventory counts.
POAP Matching
Extract and validate PO details automatically to reduce procurement errors.
EDI & Trading Partner Workflows
Streamline complex multi-partner document exchanges with total visibility.
Chain of Custody
Track high-value assets across supply chain ecosystems with full traceability.
LIMS Integration
Seamlessly push laboratory and operational data into your core systems.
Quality
Assurance Forms
Standardize QA extraction for reliable, workflow-ready audit trails.
And More
Position ClearPath IQ as your configurable doc intelligence layer for any doc type.
01
Capture
Ingest documents from any source: email, portal uploads, or API integrations to start the automation lifecycle.
04
Validate
Apply business rules and logic to cross reference data with your ERP or Salesforce environment for accuracy.
How It Works
Six steps from document intake to Salesforce action fully automated, fully auditable.
02
Classify
Intelligently identify document types: invoices, packing slips, or QA forms and determine the correct process path.
05
Review
Human in the loop exception routing ensures that edge cases are handled without stopping the entire workflow.
PROCESS
03
Extract
Go beyond OCR to pull header, line item, and complex data fields from messy, inconsistent formats.
06
Integrate
Inject validated, workflow ready data directly into Salesforce, Certinia, or your enterprise ERP system.
Enterprise Integration
Native support for Salesforce, Certinia, ERP, and LIMS ecosystems.
Strengthen Compliance
Audit-ready logs and automated business rule enforcement.
Increase Visibility
Real-time tracking of every document through the entire workflow.
Accelerate AP/QA
Faster cycle times from document intake to business action.
Improve Accuracy
Validated extraction ensures 100% reliable data for downstream systems.
Reduce Manual Entry
Achieve up to 90% less manual data entry with intelligent capture.
OUTCOME