Cloudsquid agents live between your finance workflows to identify financial leakages and recover them using your SOPs.
01 Agents at work
Your agents work across finance workflows to find margin leakages and recover them.
Identify the finance workflows most prone to margin leakages.
Create standard operating procedures for workflow and exception handling.
Connect relevant tools for agents to autonomously own workflows.
cloudsquid agents, with an 80% touchless rate, automatically handle the workflow.
cloudsquid agents can improve your margins in just 2 weeks.
Audit the decision logic and trail for review.
02 From input to action
Agent inbox
cloudsquid pulls data from emails, PDFs, Teams, and WhatsApp and turns it into clean, system-ready records.
Continuous QA
cloudsquid understands the rules and constraints of real execution and flags exceptions when data, policy, or expected outcomes do not line up.
Governance
Maintain a complete audit trail from confirmation to settlement, with no manual tracking.
Integrations
cloudsquid pulls data from emails, PDFs, Teams, and ERPs and turns it into clean, system-ready records.
03 Self-improving AI
The agent 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.
04 Workflow builder
Design reliable back-office workflows around the agent. Define the checks, review gates, approvals, and actions that must happen every time, without rebuilding your existing stack.
Agentic actions with clear permissions
Controlled review and approval steps
Repeatable write-back into ERP and downstream systems
05 Next step
cloudsquid agents operate within the defined scope and access controls to find leaking margins.