”We’re on a mission to solve Practice Management for the modern accountant”
For far too long this industry has been starved of a purpose-built cloud based enterprise level system specifically designed for accountants. Over the last 3 years we've built a state-of-the-art Practice Management system from the ground up.
We're solving Practice Management by building industry leading functionality across 7 core areas.
We're constantly developing and improving each component, we've already solved some common problems like:
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Single Client Record
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Multi Entity Billing & Sophisticated WIP management
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Access to Firm Analytics & Insights
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Join us on our journey and get access to a free trial now!
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Why Kloud Connect?
Here are just some of the unique ways we are solving Practice Management:
Client Management
We’re solving Client Management with a full suite CRM system and single client record for your entire practice.
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Single Client Record – Kloud Connect is your single source of truth. Automatically update client data across multiple applications.
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Full CRM functionality to manage client related communications and tasks + Outlook Integration
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Client Dashboards – Full summary of client position on an intuitive dashboard
Workflow and Capacity
Say goodbye to managing your Workflow in a separate application or excel. Our inbuilt workflow module offers advanced dashboards with data flowing directly to client, capacity and billing modules
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Build custom job level and Workflow list dashboards
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Highly configurable job, task and status flows to suit your firm’s work
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Kanban Dashboards
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Capacity planning linked to Workflow
Reporting & Analytics
Improve decision making in your firm. We're making state of the art analytics more available than ever before.
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Power BI Dashboards INCLUDED – We'll build out and manage Power BI Dashboards of your entire firm data to an 'almost live' level. (Don’t pay $20,000+ for another app or custom consulting)
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All you need is a Power BI Subscription, and we'll take care of the rest.
Timesheet Automation
What if you could have all the benefits of timesheet data, less the pain of manually entering in time?
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Timesheet Suggestions based on Workflow task completion.
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Linked to Workflow for easy 'quick add' time.
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Outlook Calander Integration to timesheets (Coming Soon)
Multi Entity Billing
Kloud Connect is purpose built for accountants with an advanced billing and WIP management suite.
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Multi entity billing
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Sophisticated WIP and invoice management
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Integrated to Fee Synergy / Xero Blue
Trusted by leading firms including members of:
Seamless Integrations
We're solely focused on Practice Management and offer Seamless Integrations to your favourite applications:
Get access to a Free Trial Now
Book in a time to chat to us about setting up a free trial. Click on the Calendly link below
