Cloudsquid AI Agent – Automate Finance and Operations Spreadsheet Workflows

Summary: Cloudsquid AI Agent automates end-to-end tasks across ERP systems, portals, email, and spreadsheets for finance and operations teams. It integrates approvals and provides forwardable evidence, streamlining cross-system operations with a secure and auditable workspace.

What it does

The agent automates complex analyst tasks by connecting multiple systems and managing workflows, including approvals and evidence tracking. It supports storing and updating SOPs and instructions as it learns from ongoing work.

Who it's for

It is designed for finance and operations teams in industries like CPG, retail, and manufacturing that handle heavy spreadsheet and cross-system operations.

Why it matters

It addresses the challenge of managing complex, multi-system workflows by providing a unified, auditable solution that reduces manual effort and errors.