Three-way match
Automatically process invoices, purchase orders and receipts at scale. Minimize manual review and identify mismatches across your AP process at scale
Reconcile your data without hours of manual work.
Learn how Cloudsquid helps you keep your financial records accurate. Ingest your paperwork, connect your tools, and get alerts for discrepancies. Create alerts for errors, fraud and inconsistencies.
- Data protection
- GDPR
- Model training
- No training
- Certification
- ISO 27001
- Hosting
- In the EU
01 Overview
Reconciliations
Connect every source
Connect ERP, banking, and operational data directly. Work with live records instead of exporting and reconciling CSV files.
Resolve discrepancies with context
Match records across systems, surface discrepancies, and give reviewers the evidence behind every suggested resolution.
Stay ahead of exceptions
Get real-time alerts in Slack, Teams, or email when a case needs attention. Keep human approval for the hardest exceptions, with a live view of every decision and action.
Get in touch and see it in action
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02 Use cases
Reconciliation is difficult and messy. We can automate it.
01
02
Freight invoice audits
Automatically extract PDF invoices from carriers, compare charges against rats, and detect overages and errors without any manual work.
03
Cash reconciliation
Reconcile cash balances. Ingest bank statements, reconcile transactions across accounts, and catch discrepancies earlier.
04
Inventory reconciliation
Reconcile inventory across all your systems. Spot discrepancies and trigger alerts.
05
Unapplied cash and missing remittance situations
When remittance details are incomplete or inconsistent, route payments into a structured exception flow with best-match suggestions - so unapplied cash doesn’t pile up at month-end.
03 Customers
In our customers’ words.
“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.”
04 Automate your process
Unlock hundreds of hours.
Without cloudsquid
View and understand thousands of files
Manual entry and work in spreadsheets and systems
Multiple days of work and dropped files
With cloudsquid
Flexibly extract any file type, format, or edge case without custom code
Agentic workflow builder with Python nodes and native warehouse connectors
Scale real-time processing or batch jobs seamlessly
05 Where to start
Start with a read-only lookback audit.
Hand us a bounded evidence set: ERP export, invoices, statements, contracts. We investigate the full scoped population in an isolated environment. You get quantified, evidence-backed cases: recoverable items, exception patterns, and recurring root causes.
06 Capabilities
Automate any finance and operations work.
01
Build easily with the AI assistant
02
Pull quality data from any file
03
Connect to any system in your stack
04
Export files into Excel and CSV
05
Solve hard tasks with AI agents
06
Update your ERP, CRM and SOR
07
Automate complex work in plain language
08
Save time and eliminate human error
07 Further reading
Learn more about this topic.
08 Frequently asked questions
Questions and answers.
What does Cloudsquid integrate with?
Cloudsquid has out of the box integrations with virtually any system. We offer integrations to over 2500 systems and tools. In addition we have the ability to integrate via API, Webhooks and Email - in other words: There's no limit! On top of that we have specialized AI functionality for working with PDF, Excel, Images and other unstructured data, making it very simple to automate these processes.
What are common Cloudsquid use cases?
The best Cloudsquid use cases are recurring processes that involve complex logic and messy data coming from multiple data sources and files. For operations teams, this might be a workflow to automate data entry for order updates coming via Email. For finance, it could be an invoice audit or Purchase Order three-way matching. If it happens in spreadsheets, emails and PDFs, Cloudsquid will help.
What teams most commonly use Cloudsquid?
Cloudsquid is most commonly used across operations, supply chain, finance, accounting, procurement, and data teams. But any team working with data can work faster with Cloudsquid.
What do I need to get started with Cloudsquid?
Cloudsquid is purpose built for making workflow automation simple. For that reason you can simply sign up, explain in plain language what you want to automate and have results in a couple minutes. Alternatively you can just reach out to us to work together on a Proof of Concept or get an expert engineer assigned to help you out.
Which ERPs do you support?
We support SAP, Microsoft Dynamics, NetSuite, Odoo, and QuickBooks. If you run multiple systems or entities, we can align the workflow while respecting entity-specific rules.
09 See it on your workflow
See cloudsquid on a real finance process.
Bring one process, its real inputs, and the exceptions your team handles today.