Trusted by forward-thinking finance teams
50,000+
Documents processed
12
Integration channels
$2M+
Tax savings identified
< 500ms
Processing time
Four intelligent capture methods. Zero manual data entry.
Set it once. We watch everything.
Connect your Google or Microsoft account with a single OAuth consent. CloudCFO continuously monitors your inbox and cloud storage — invoices, receipts, and statements are detected and captured automatically. You'll never manually upload an email attachment again.
Your phone sees it. So do we.
Install the CloudCFO mobile app and grant notification access. Every digital receipt from ride-hailing, food delivery, payment apps, and more is captured automatically — no forwarding, no screenshots, no friction. The dark data that other platforms miss.
Snap it. Forward it. Done.
Forward any receipt or invoice to your dedicated CloudCFO WhatsApp number or Telegram bot. The system identifies you by your phone number, validates the attachment, and routes it into the processing pipeline. Confirmation sent back in seconds.
10,000+ documents in one go.
Migrating from another system? Drag and drop your entire document archive. CloudCFO processes thousands of documents in batch — extracting, classifying, and organizing years of financial history automatically.
Reconcile automatically. Report carbon impact instantly.
QuickBooks
Cloud accounting
ConnectedXero
Cloud accounting
Connect →Stripe
Payment processing
ConnectedWise
Multi-currency
ConnectedClimatiq
Carbon API
ConnectedBanks
Open Banking
Connect →See how CloudCFO transforms raw documents into verified accounting entries and carbon reports.
Auto-Discovery, Notifications, Forwarding, or Upload — documents flow in from 12+ channels automatically.
7 AI intelligence layers extract amounts, dates, vendors, tax codes, and carbon categories simultaneously.
Cross-reference against bank feeds, knowledge base, and historical patterns. 99.5% accuracy.
Low-confidence extractions (<3%) are reviewed by CloudCFO's expert team. Resolved in minutes — every correction makes the AI smarter.
Dual output: verified accounting entries + carbon impact calculations. Tax optimization built in.
97%+ of your documents are processed fully automatically. For the rest, our expert team has your back.
CloudCFO's in-house financial analysts review flagged extractions — trained professionals who understand accounting context, not generic data entry workers.
Flagged items are resolved within minutes. No backlog, no bottleneck — your books stay current even when the AI encounters something unusual.
Every human correction feeds back into the Knowledge Base. The AI learns from each edge case — reducing future review rates and lowering costs over time.
Every flagged item is visible in your dashboard. See what was flagged, why, who reviewed it, and how it was resolved. No black boxes.
Accounting, tax optimization, and carbon reporting — unified.
Documents arriving from all connected sources, with AI confidence scores and auto-categorization.
AWS Invoice — Dec 2024
Gmail • Auto-discovered • 2 min ago
Uber Receipt — $24.50
WhatsApp forward • 15 min ago
Glovo — Food Delivery
Notification capture • 1 hr ago
Office Lease Agreement
Google Drive • Auto-discovered • 3 hrs ago
7 AI layers process every document simultaneously — extracting financial data and carbon impact in parallel.
Full double-entry bookkeeping with AI-powered tax optimization and real-time reconciliation.
Revenue
$847,250
↑ 12.5% vs last quarter
Net Profit
$324,070
38.2% margin
Tax Savings Found
$24,850
12 opportunities identified
GHG Protocol-aligned carbon accounting with automated Scope 1, 2, and 3 tracking.
Total Emissions
1,247 tCO₂e
↓ 18.3% vs 2023
ESG Score
78/100
Offset Progress
67%
187
Scope 1 (tCO₂e)
Direct emissions
312
Scope 2 (tCO₂e)
Purchased energy
748
Scope 3 (tCO₂e)
Value chain
Real-time P&L, cash flow forecasting, and tax optimization. One dashboard instead of five tools.
Approve expenses, track budgets, and monitor team spending — all with zero manual reconciliation.
AI does the data entry. You focus on advisory, compliance, and client relationships.
Stop chasing receipts. CloudCFO handles it all while you focus on building your company.
Start free. Scale when you're ready.
Free
$0
per month
Pro
$49
per month
Enterprise
Custom
tailored pricing