Cleo Integration Cloud Features

Tracks information through various sources

Controls data duplication

Allows users to securely exchange and validate documents.

Schedules document downloads

Easily scale to meet your organization's needs

Automate various processes

Standardize communication for your team.

Copies files

Integrate with your ERP system.

Monitors traffic and distribute resources and scales infrastructure workloads to match traffic.

Allows files and data to integrate directly into applications using APIs.

Provides scalable administrative controls over file transfer speeds.

Routing of static and dynamic content for faster delivery of desired files.

Supports accessability through differing operating systems and mobile devices

Protects data with within and as it leaves your secure or local network.

Provides the ability to extend the platform to include additional features and functionalities

Tools to visualize and analyze data.

Enables electronic document transfer between businesses and trading partners.

Translates the EDI data back and forth, basically converts internal data format into the EDI standard format.

Receive data and information in real time

Supports LDAP Protocol to enable access control and governance.

Supports compliance with PII, GDPR, HIPPA, PCI, and other regulatory standards.

Allows administrators to set user access privileges to permit approved parties to access sensitive data.

Enables end-to-end automation of key EDI processes without any user intervention.

Detects the EDI errors and instantly notifies and alerts the transmission issue.

Provides a real-time customizable dashboard that allows users to track, monitor and manage transactions.

Track and manage adherence to policies for any service, product, process, or supplier

Automated handling of non-compliant EDI transmissions.

Manage, store and organize emails within the system or via third-party apps

Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks

Store, manage, and track all electronic documents in a centralized location

Manage and track all internal and external communication conducted via calls, email, text, or chat

Track, manage and store the applications of potential future members, customers or candidates

Allows integrations to business applications such as accounting packages, ERP software, E- commerce systems etc to streamline order processing workflow.

Allows integration with third party reporting and business intelligence applications.

Integrate with a third-party accounting system

Integrate with existing ERP systems

Supports encrypted file transfer protocols like VAN, AS2, FTP/sFTP and HTTPS.

Built-in support for a wide variety of traditional and modern EDI standards as well as the ability to define custom standards.

Employs data encryption both at rest and in transit.

Comply to key industry standards like SOC 2, ISO 27001, PCI DSS, HIPAA etc to protect and safeguard data.

Supports secure communication protocols like FTPS, SFTP etc

Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access

Creates a test environment for EDI transactions to verify them and ensure they adhere to industry compliance requirements.

Supports event or transaction based integrations that react to changes in real-time

Provides a web-based interface for designing, documenting, and testing APIs.

Allows for integration development through the visual development of integration logic flows with the help od a drag and drop user interface.

Facilitiates API development and integrations with prebuilt connectors, templates, and examples.

Provides the ability to create connectors from existing services and APIs in catalog.

Provides prebuilt, reusable connectors and workflows for all user integration requirements.

Enables multiple tenants (customers) to securely share physical computing resources.

Connect to big data sources

Integrates with QuickBooks

Integrates with Active Directory

Integrating data specifically through the cloud

Integrate with existing ERP systems

Set up connections to third-party platforms to improve business processes

Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc.

Integrate with a third-party accounting system

Seamlessly integrates with 3rd party websites

Console for monitoring resource utilization, system health, ability to start and stop processes, etc.

Enables data routing on configuration basis and management of complex workflows through an orchestration engine.

Facilitates to and fro data map according to the data model between applications/web services.

Provides standard tools and functions to convert data values from the data format of a source system into the data format of a destination system.

Supports and oversees the management of API products across their full lifecycle

Ability to handle large datasets

Store, manage, and track all electronic documents in a centralized location

Create, design and manage workflows for repetitive tasks

Track, manage and store the applications of potential future members, customers or candidates

Manage, record and track all business exchanges in form of money and its related interactions in the system

Collect and maintain structured information that describes data or content

Identify which applications need to exchange data and enable these data connections

Manage and store data in a database

Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks

Manage employee salary processes, data, taxes, and records administration efficiently

Manage, store and organize emails within the system or via third-party apps

Identify which applications need to exchange data and enable these data connections

Managing service requests, incidents, IT issues & support with a ticketing system

Automates core HR functions such as talent management, employee evaluation and learning management

Has a built-in eCommerce system or integrates with third-party systems to manage online sale of products

Managing activities & processes related to planning, coordination, implementation, control, and evaluation of sales performance.

Active monitoring of systems, applications, or networks

Notifications that are delivered to users as soon as an event occurs

Integrates data from disparate sources, without physical data movement

Provides one or more methods to securely transfer data from one location to another through a network

Provides integration to BigData sources such as Hadoop and other NoSQL sources (MongoDB, Cassandra and HBase)

Provides Integrations to EDI service providers.

Receive data and information in real time

Import, collect, and capture data from multiple sources

Supports deployment of integration apps both on-premisis and cloud environments/

Supports deployment of integration apps to a managed cloud environment

Monitors traffic and distribute resources and scales infrastructure workloads to match traffic.

Enhances file transfer speeds with scalable administrative controls and bandwidth optimization

Allows files and data to integrate directly into enterprise applications via APIs or connectors

Routes static and dynamic content to optimize delivery speed and ensure relevant file distribution

Protects data with within and as it leaves your secure or local network.

Provides accessibility across various operating systems and mobile platforms

Offers tools to visualize transfer data, audit logs, and performance metrics

Allows the platform to be extended with additional features, integrations, or custom workflows

Supports LDAP Protocol to enable access control and governance.

Supports compliance with PII, GDPR, HIPPA, PCI, and other regulatory standards.

Allows administrators to set user access privileges to permit approved parties to access sensitive data.

Identifies unusual file transfer activity or potential threats using machine learning

Recommends or enforces governance policies based on usage patterns and risk models

Anticipates network load and optimizes resource distribution based on historical patterns

Uses real-time network data to dynamically route transfers for optimal performance

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Active monitoring of systems, applications, or networks

Synchronizing data between two or more devices/systems and automatically updating changes to maintain consistency

Includes a variety of messaging formats including industry-specific (EDIFACT, HL7, X12)

Supports common databases such as MySQL and Oracle

Allows automated and event-driven transaction scheduling

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Use AI to generate content in the form of text, images, videos, etc.

Automatically create schedules based on business needs or employee availability and qualifications

Assemble applications and processes by dragging over and arranging pre-built components

Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access

View and track pertinent metrics to find patterns and gain insights from data

Allows users to manage data from a number of sources

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Moving and separately storing data that is not actively used or continuous storage of data for compliance purposes

Conduct transmissions via AS2 in addition to other methods such as value-added network (VAN)

Move files across different systems or networks

Entering, storing, and transmitting electronic and/or online orders, tests and other services for all types of industries

Translate EDI formats into data suitable for use with company applications.

Import and export data to and from software applications

Receive system updates as soon as any changes are made

Search and filter data across systems to locate required information by entering keywords or certain criteria

View and track pertinent metrics to find patterns and gain insights from data

Data vault where data is aggregated for later distribution to applications.

Import and export data to and from software applications

Process of extracting, transforming, and loading data

Use AI to generate content in the form of text, images, videos, etc.

Graphical representation of data

Define levels of authorization for access to specific files or systems

Supports common databases such as MySQL and Oracle

System alerts about the need to escalate an issue or request

A chronological record of actions or occurrences within a network, software, or process

Assembly of graphs and charts for visualizing and tracking statistics/metrics

Synchronizing data between two or more devices/systems and automatically updating changes to maintain consistency

Observe and track the demand, usage, progress or quality of a system, product, or user

An extended application or connector that enables users to perform additional services with their current set of tools

Active reporting of data and metrics

Application programming interface that allows for integration with other systems/databases

Allows users to manage data from a number of sources

Track and document all activities across devices, networks, and other systems

Assemble applications and processes by dragging over and arranging pre-built components

Automatically create schedules based on business needs or employee availability and qualifications

Configure existing workflows to meet your organization's needs

Assemble data from multiple sources

Automatically retrieve and pull information from documents, websites, images, data sets, and other sources

Access software remotely via mobile devices

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Allows the integration of data between different web services

Analyze and gain insights into data in real-time

Send messages via SMS

Accept and process customer payments for products or services using hardware and software

Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system

Creation and customization of dashboards

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Software program that continuously adjusts its behavior based on observed data

Establish guidelines about how much and what kind of data can be stored in the repository

Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc.

Generate one-off reports that meet information requirements

Digitally sign online documents

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks

Application programming interface that allows for integration with other systems/databases

Files and folders are updated in real-time when changes/edits are made

Allow users to access multiple services after entering their login credentials once

Track and document all activities across devices, networks, and other systems

Create, manage and track all task activities and progression

Pre-designed layouts that can be customized to match preferences and requirements

Use AI to generate content in the form of text, images, videos, etc.

Provides a channel for team members to share media files, communicate, and work together

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Leave comments and notes on documents for others to view

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Search and filter data across systems to locate required information by entering keywords or certain criteria

Notifications that are delivered to users as soon as an event occurs

Communicate using messages within the system

Add customized logos and colors to align with company branding

Securely stores data to prevent data loss or breaches

A record of all activities within the system, including user access, changes made, etc.

Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving

Attach digital tags to documents and assets for identification, search, or monitoring purposes

Extra layer of security that requires not only a password and username but also something specific to that user

Track and manage schedules and meetings via an integrated calendar

Manage, store and organize emails within the system or via third-party apps

Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access

Move files across different systems or networks

Create, design and manage workflows for repetitive tasks

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Create, save, and store files

Set & manage permission levels based on user roles and restrict access to only authorized individuals

Data is backed up automatically to prevent data loss

Verify the identity of users/devices to enable secure access

Store and organize documents in a centralized system

Synchronizing data between two or more devices/systems and automatically updating changes to maintain consistency

Assemble applications and processes by dragging over and arranging pre-built components