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cloudsquid gives every finance and operations process an operator: an AI agent with its own computer — SQL access to your project’s tables, workspace files, and access-controlled tokens to your systems — a plain-Markdown SOP it helped write, and a review layer where every case carries its source data, actions, and reasoning. Nothing critical leaves without approval. An event arrives — an email, a ticket, a dump of invoices. The agent picks it up, works it the way a trained team member would — querying your master data, analyzing attachments, drafting the follow-up email — and produces a structured, evidence-backed result. You (or a reviewing agent) approve what matters.

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Start here

Quickstart: your first process

From empty project to an agent-worked, human-approved process in ~15 minutes.

Cookbooks

Complete recipes for real use cases — each with a starter SOP you can copy into your project.

Core concepts

Projects, tables, SOPs, the agent runtime, review & approvals.

API reference

Drive extraction and reconciliation programmatically.

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How it fits together

  1. Data comes in — files (PDFs, emails, spreadsheets, images) and structured master data, via upload, integrations, or scheduled syncs.
  2. The agent works the process — in its own environment, following your project’s SOP: extracting, matching, checking, taking integrated actions like drafting emails.
  3. Everything lands in review — every case carries its source data, the actions taken, and the reasoning. Humans approve critical steps; an approval agent can handle the routine ones.
  4. The process improves — the agent reads your review comments and approval outcomes, and proposes SOP updates so the process gets better over time.
  5. Results flow out — structured outputs (JSON, files) pushed to your systems or kept for download; ask the agent for a report and it produces the file. Your ERP stays the system of record.

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The pieces

SOPs

Your process, in versioned Markdown the agent follows — and helps you write.

Reconcile tables

Where events become worked cases with structured outputs.

Review & approvals

Statuses, assignments, evidence, and approval gates — human or agentic.

The improvement loop

Review feedback flows back into the SOP — the process learns.

Integrations

Workflow triggers and syncs, plus access-controlled tokens the agent uses directly.

Governance

Per-table data access, zero retention, SOC 2 & ISO 27001, EU residency.
Questions? Email info@cloudsquid.io — or ask the agent in the bottom-right corner of the platform.