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The AI Operations Partner for Financial Analysts

Automate work end-to-end across ERP, portals, email, and spreadsheets - with approvals where needed, verified updates back into your systems, and evidence you can forward.

Enterprise-grade Security:

✓ ISO 27001 Certified

✓ SOC II compliant

✓ GDPR

✓ Zero Data Retention

Decribe what you need. Let the Agent build it.

Simply upload your Excels, PDFs and data dumps. Tell the Agent what to do and receive auditable results.

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

Cloudsquid matches data across many different sources. Even if there's no clear ID link

Cloudsquid enters data in your technology stack. Automatically or after 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

Accounting teams get done more with cloudsquid

CFOs

Superpowers for your Team

Turn manual document review into automated workflows

Accelerate your operations across all layers

Monitor and improve extraction quality over time

ROI through Automation & less errors

Connect data to any system or database

Full Audit trail

Operations

Ship Agentic workflows fast

Launch custom document automation in days not months

Launch agents for operations in minutes

Simplify legacy data migration and onboarding

Native integrations to 2500+ tools

Focus sprints on features, not data infrastructure

Focus on output quality, not IT blockers

Controllers

No spreadsheet chaos

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

Flexibly bring your most frustrating spreadsheets & files

Visual workflow builder with Python nodes

Agent starts solving your data hardships immediately

Scale real-time processing or batch jobs seamlessly

Easy to get started: No IT or configurations needed. Your files are all you need.

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.