Platform CloudG for Finance
Your books, on fast-forward.
CloudG for Finance plugs into Zoho Books and QuickBooks and accelerates the work your finance team does every day: reconciliation, receivables, GST prep and reporting, without changing where your books live.
01 Capabilities
Everything the work demands. Nothing it doesn't.
Native Zoho Books and QuickBooks connections
No migration, no rip-and-replace. Connect your existing Zoho Books or QuickBooks organisation and CloudG works on top of the books you already trust.
- Two-way sync with Zoho Books and QuickBooks
- Multi-organisation and multi-entity support
- Your accountant keeps their existing workflow
Bank reconciliation at speed
Match bank feeds to invoices, bills and payments with intelligent suggestions. The month-end reconciliation grind becomes a review pass.
- Smart matching of transactions to documents
- Bulk-accept high-confidence matches
- Exception queue for the genuinely odd ones
Receivables that chase themselves
Outstanding invoices get politely persistent follow-ups on WhatsApp and email, escalating on your schedule, so your team stops playing collections agent.
- Automated reminder sequences per customer
- WhatsApp and email follow-ups with payment links
- Ageing dashboards that show exactly who owes what
GST filing preparation
GSTR-ready data, assembled continuously instead of in a panic on the 10th. Mismatches and missing invoices surface as they happen, not at filing time.
- Continuous GSTR-1 and GSTR-3B preparation
- Mismatch and missing-document alerts
- Clean handoff to your CA or filing tool
Consolidated reporting
Cash position, receivables, payables and P&L across every entity: one dashboard, updated from the source of truth, readable by founders and CAs alike.
- Cross-entity consolidated dashboards
- Cash-flow and runway views
- Scheduled report delivery to stakeholders
Close the month in days, not weeks
Checklists, owner assignment and status tracking for the monthly close, so "are the books done?" always has a real answer.
- Month-end close checklists with owners
- Status tracking across entities
- Audit trail on every adjustment