Designed to give business owners a pulse check on their finances, whenever they need it
Business owners need financial information on their own timelines, so to help deliver faster reporting we’re introducing our biggest change in a decade: real-time insights. Real-time insights offer a completely new way to use Cloud Inc, giving you instant access to your financial insights and data*, complemented with an unmatched level of accuracy and unlimited support from our professional bookkeepers.
Get a snapshot view of all your money-in and money-out, whenever you need it, even before your books are closed.
We've added new transactions tags so you can see what's been categorized and where we need your input. You’ll also receive notifications from your bookkeeper throughout the month.
With connected accounts, you can avoid a last-minute rush. Your bookkeeper won't need to wait for missing statements to get started on closing your monthly books.
*Real-time data is only available for financial accounts that are actively connected to Cloud Inc. using Plaid.
A more productive experience with Cloud Inc. in tax season and beyond
We use Plaid, a safe and automated way to import your financial information, reducing the need to manually upload your statements.
We use Plaid, a safe and automated way to import your financial information, reducing the need to manually upload your statements.
We use Plaid, a safe and automated way to import your financial information, reducing the need to manually upload your statements.
View real-time data across all your financial accounts, so you know where you can spend and where you should save.
See what transactions have been categorized and where your bookkeeper needs your input with the addition of new transaction tags.
Unlimited support, five days a week. Our experienced team of bookkeepers will answer any of your questions within one business day.
Connect your accounts faster
With connected accounts, you can avoid a last-minute rush. Your bookkeeper won't need to wait for missing statements to get started on closing your monthly books.
Feel secure about your financials
With connected accounts, you can avoid a last-minute rush. Your bookkeeper won't need to wait for missing statements to get started on closing your monthly books.
