AI agents for enterprise
finance workflows

Recover up to 20% in hidden margins.

Our AI agents take over order processing to win back your lost margins at scale.

EMAILPDF INVOICESEDI ORDERSSUPPLIER PORTALSSPREADSHEETSCLOUDSQUID AGENTSERP · POSTEDMATCHEDBOOKEDRECOVERED MARGINEXCEPTIONS · YOUR TEAMEXCEPTIONSUNSTRUCTURED INPUTAGENT LAYERSTRUCTURED, BOOKED, RECOVERED
  • Clients & partners

  • Repa
  • Cloover
  • HTGF
  • Penguin Capital
  • Backbone Ventures
  • California Olive Ranch

01 The leak

Manual finance workflows leak money.

Duplicate payments, invalid deductions and freight overcharges slip through the manual work between systems. We audit ERP transactions against source evidence and recover what leaked.

SPEND & REVENUEFULL-POPULATION AUDIT · EVERY TRANSACTIONA0.35%B1-3%C5-7%D3-5%
Where it leaksThe costCloudsquid recovery
AP spendDuplicate payments, invoice errors, missed credits 0.35%of AP spend98%recovered
Supplier revenueDeductions recoverable through dispute 1-3%of supplier revenue85%recovered
Freight spendRecoverable through audit and control 5-7%of freight spend90%recovered
RevenueExposure to pricing, billing, and contract leakage 3-5%of revenue80%recovered

cloudsquid’s self-learning AI agents identify leaks and recover margins.

02 The explainer

Finance automation isn’t new. So why is AP still manual?

Ninety seconds on where the manual work sits and why agents can finally take it over.

03 How it fits in

cloudsquid works on your existing data.

Nothing gets replaced. A financial intelligence layer and a secure agent environment sit on top of the systems you run and read every layer below.

1CLOUDSQUID2FILES · SHEETS3EMAIL · CHAT4TMS · WMS · CRM5ERP
  1. cloudsquid

    Financial Intelligence Layer + Secure AI Agent Environment

  2. Files & spreadsheets

    Excel · Google Sheets · Drive · SharePoint · OneDrive

  3. Email & chat

    Gmail · Outlook · Teams · Slack · Google Chat

  4. TMS, WMS & CRM

    Blue Yonder · Descartes · Manhattan · Salesforce · HubSpot

  5. ERP

    SAP · Oracle NetSuite · Dynamics 365 · Workday · Infor

All integrations

04 How it works

Your systems stay. The manual work between them goes.

Live in two weeks, in three steps. Every rule is versioned and auditable.

  1. SOP 4.2EDGE CASEJUDGMENTTHRESHOLD

    01 Learn SOPsToday

    Our AI agents learn how your process really runs.

    They study your files, systems, and SOPs to capture the edge cases and judgment that make it work.

  2. VERSIONED · V3CASE±THRESHOLDAUTOREVIEWESCALATEEVIDENCE · ACCESS · AUDIT LOG

    02 Define governance1 week

    We encode rules, thresholds and access controls.

    Rules, thresholds, escalation paths, evidence requirements. Versioned and auditable.

  3. RESOLVEDEXCEPTIONPLAYBOOK +1

    03 Agentic automation2 weeks

    Agents take over manual in-between tasks and recover leakages.

    Only exceptions reach your team and every resolution improves the playbook.

Agents run in a secure agent environment with EU data residency, on an ISO 27001:2022 certified platform.

05 Who it is for

Built for companies that make, move and sell physical products.

The real economy runs on pallets, containers and paper trails. Our agents connect the goods to the documents behind them.

FREIGHT INVOICECONTAINER 2 OF 2DELIVERY NOTEPALLET 2 OF 5MATCHED BY THE AGENTSTORAGEINBOUNDOUTBOUND

07 Next step

Which process would you hand over first?