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The AI agent for Finance & Ops teams that are drowning in data plumbing

Automate end-to-end across ERP, portals, email, and spreadsheets. With approvals where needed and evidence you can forward.

Enterprise-grade Security:

✓ ISO 27001 Certified

✓ SOC II compliant

✓ GDPR

✓ Zero Data Retention

Describe what you need. Let the Agent handle it.

Upload your Excels, PDFs, and data exports. Tell it what to do — get auditable results back.

How it works

Instruct, execute, audit.

Speak naturally

'Run an Audit on my approvals', 'Find deductions for escalation'. Plain language is all you need. Works in all languages.

Work gets done

Cloudsquid autonomously looks at your Excels and documents while you focus on higher value tasks

Any volumes, any format, the perfect pipeline

Connects records across systems even without shared IDs: Dynamic adaptive matching on names, descriptions, attributes

Updates your ERP, portal, or spreadsheet. Automatically or after your review

Code business logic not data plumbing

Auditable & Explainable

Edits are tracked, sources are cited. See exactly what changed and why

Manually review the most critical decisions and trigger next steps with confidence.

Test and launch to production with built in evaluations

Understand and review the Agent's understanding and work process. It's saved as long as you need it.

Automate with confidence

"We tackled a massive document backlog of over 50,000 PDFs in minutes. After cloudsquid we verify new customers in 1 hour instead of 1 day"

Noa

Finance & Data Analyst

Solutions by role

Built for how Finance & Ops teams actually work

Controller / CFO

More output, fewer surprises

Turn manual document review into automated workflows

Finance & ops teams that deliver more without growing headcount

Monitor and improve extraction quality over time

Systematic data quality checks that actually run every cycle

Connect data to any system or database

Full audit trail every edit tracked, every source cited, every decision reviewable

Finance & Ops Manager

Your team's capacity just doubled

Launch custom document automation in days not months

Every reconciliation, cleanup, and audit that keeps getting deferred now gets done

Simplify legacy data migration and onboarding

Consistent, repeatable processes that don't live in one person's head

Focus sprints on features, not data infrastructure

See exactly what the Agent did and why before anything goes out

Finance & Ops Analyst

Your files are all you need

AI pipeline handles any file type, format, or edge case without custom code

Bring your messiest Excels, PDFs, and data exports

Visual workflow builder with Python nodes

Describe what you need — get clean, cross-referenced results back

Scale real-time processing or batch jobs seamlessly

No IT setup, no configurations. Upload and go.

Security

Trusted by the largest and most regulated global instutions.

No Model training

ISO 27001 icon

ISO 27001

EU icon

GDPR

EU icon

EU hosted

Encrypted in transit and at rest icon

Encrypted in transit and at rest

Self improving AI

An Agent that learns on the job

The agents learns your business logic patterns while working on your problems.
Don't explain edge cases or changed requirements over and over again. Only in our Enterprise plan

Book a demo

Workflows

Back office workflows connected.

Consolidated data from your email inbox and file systems. Send it to SAP, Excel and hundreds of other tools.
Automate recurrent tasks without IT.

Book a demo
Design visual workflows to orchestrate data and business logic.