cloudsquid

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AI agents for enterprise
finance workflows

Self-learning:
better with every case

Autonomous inbox for finance ops.

Our AI agents take over order processingtrade deductionsdispute managementcash applicationreconciliationinvoice matchingpayment recoveryfreight audit
end to end. They learn your process and get better with every case they close.

Book a demo How it works
EMAILPDF INVOICESEDI ORDERSSUPPLIER PORTALSSPREADSHEETSCOMPANY BRAINERP · POSTEDMATCHEDBOOKEDRECOVERED MARGINEXCEPTIONS · YOUR TEAMEXCEPTIONSLEARNS FROM EVERY CASE →UNSTRUCTURED INPUTAGENT LAYERSTRUCTURED, BOOKED, RECOVERED

  • Clients & partners

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

01 Learn

Agents learn your process.

Automatically investigate your SOPs, files, emails and ERP history to mine edge cases and judgement calls your team carries today. From then on, they keep learning on their own, case by case.

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

02 Automate

From inbox to done.

Every email, PDF, portal message and chat lands in the autonomous inbox. Agents pick up their tasks and work them end to end under your rules. Your team gets a full evidence trail and loops in where their judgement matters.

INBOXALL CHANNELS1RETAIL CHAINREMITTANCE ADVICE · PDF09:41WHOLESALE CUSTOMERPURCHASE ORDER 88213 · EDI09:42FREIGHT CARRIERINVOICE 20418 · PDF09:44RETAIL CHAINDEDUCTION 7731 · PORTAL09:47SUPPLIERACCOUNT STATEMENT · XLSX09:523READCHECKACTDONE2CASH APPLICATIONORDER ENTRYFREIGHT AUDITDEDUCTIONRECONCILIATIONCLEAREDVS. OPEN ITEMSCREATEDVS. PRICE LISTPOSTEDVS. RATE CONTRACTDISPUTED2 LINES OPENYOUR TEAMEVIDENCE ATTACHED4INVALID DEDUCTION

  1. One inbox for every channel

    Email, PDFs, EDI, customer and supplier portals, Teams

  2. A task agent for every message

    Each message becomes a task with its own agent

  3. Worked end to end

    Read, checked against the record, acted on, closed

  4. Only exceptions reach your team

    With the evidence attached

See how it works

03 Control

Control, built in from the start.

Agents run checks, request information, and validate data as part of their work. Mistakes, duplicates, and data errors get surfaced. What would have leaked gets stopped, and what already leaked gets recovered.

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

Every case can be audited.

04 Improve

Every case makes the playbook better.

When an agent can’t resolve a case, your team gets it with the evidence attached. The resolution becomes a rule, so the same exception doesn’t come back. Live in two weeks, and from then on fewer cases need your team.

RESOLVEDEXCEPTIONS · YOUR TEAMYOUR TEAMSOPS · LEARNEDSOPS · LEARNEDPLAYBOOK V1RESOLVEDYOUR TEAM+ RULE · SHORT-SHIP TOLERANCE+ SHORT-SHIP TOLERANCEPLAYBOOK V2RESOLVEDYOUR TEAM+ RULE · PROMO PRICE LIST+ PROMO PRICE LISTPLAYBOOK V3LEARNED FROM CASE 1184

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

See how it works

05 Customers

AI that delivers outcomes.

See how finance teams successfully transform their work.

06 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 Workflows

One agent layer for your business.

Our agents work on a wide range of workflows. Start with one and expand without needing more solutions.

A warehouse worker pulls a shrink-wrapped pallet to a trailer at the loading dock and checks the shipment on a handheld scanner.

O2COrder-to-Cash

Order processingTurn every order into a clean, matched entry.Cash applicationMatch every remittance, clear every open item.Trade deductionsRecover deductions before the dispute window closes.Dispute managementResolve disputes with evidence, not guesswork.
A receiving clerk checks a delivery note against crates of machined parts beside the supplier’s truck.

P2PProcure-to-Pay

Invoice matchingMatch every invoice to the PO and receipt behind it.Accounts payableStop AP leakage before the payment run.Payment recoveryAudit every payable before it leaves the door.Freight auditCatch freight overcharges before they’re paid.
A controller works through printed ledgers and a spreadsheet at a desk overlooking the factory floor.

R2RRecord-to-Report

Customer reconciliationReconcile every customer statement, not just the big ones.ReconciliationMake every reconciliation difference explainable.Controlling & closeMake every close difference explainable.

08 Next step

See what cloudsquid could run for you.

Book a demo Calculate your ROI