The client-money platform for service businesses

Stay fully on top of the money moving through your business

Cloud HQ runs the whole client-money lifecycle in one place — leads, quotes, contracts, invoices, payments, expenses and reports — with an AI layer that does the busywork for you.

Invite-only while we onboard teams personally.

Dashboard

Revenue this month

₹18,42,300

+12.4%

Outstanding

₹4,07,900

18 invoices

Overdue

₹86,500

3 invoices

Collected (30d)

₹21,15,000

+8.1%

Revenue trend

Last 12 months

Aged receivables

  • 0–30 days₹2,40,100
  • 31–60 days₹98,600
  • 61–90 days₹42,700
  • 90+ days₹26,500

One platform for the entire client-money lifecycle

InvoicesQuotesProformasCredit notesMulti-currencyRazorpay paymentsRecurring billingInvoicesQuotesProformasCredit notesMulti-currencyRazorpay paymentsRecurring billingInvoicesQuotesProformasCredit notesMulti-currencyRazorpay paymentsRecurring billing
Lead captureDiscovery pipelineContracts & e-signReminder rulesExpenses & approvalsRevenue reportsAudit logLead captureDiscovery pipelineContracts & e-signReminder rulesExpenses & approvalsRevenue reportsAudit logLead captureDiscovery pipelineContracts & e-signReminder rulesExpenses & approvalsRevenue reportsAudit log

Getting paid shouldn't mean living in spreadsheets, inbox threads and half-finished PDFs. Cloud HQ gives service teams one system with real-time clarity, built-in structure and smarter control over every rupee.

Why we built Cloud HQ

6pipeline stages

lead → discovery → quote → accepted → contract → contracted

4access roles

Owner, Admin, Accountant and Viewer — enforced server-side

5document types

invoices, quotes, proformas, credit notes and contracts

0client logins

clients pay, accept and sign without an account

Core features

Everything your team needs — from first lead to final receipt

No more re-keying the same client across five tools. Capture, quote, contract, invoice, collect and reconcile in one place.

Invoices & payments

Branded invoices that get paid faster

Raise invoices, quotes, proformas and credit notes with line items, discounts, tax and multi-currency. Send by email, share a public link, and let clients pay online with Razorpay.

RazorpayMulti-currencyVersioned PDFs
  • Partial payments and credit notes tracked against the parent
  • Your logo, colour, tax ID and numbering on every document

Invoices

New invoice

Meridian Studio

INV-2043

₹1,24,000Paid

Northwind Co.

INV-2044

₹86,500Sent

Harbor & Lane

INV-2045

₹42,300Viewed

Peak Freight

INV-2046

₹2,10,900Overdue

Alto Design

INV-2047

₹58,000Draft
AI: “Draft an invoice for the Meridian rebrand — 3 line items” → ready

Pipeline

A lead-to-contract pipeline you can actually see

Public lead forms drop straight onto a Kanban board. Move clients through discovery, quote, acceptance and contract — with AI drafting the contract from your quote's line items.

KanbanAI contractsE-signature
  • Discovery notes, quote tab and contract tab per client
  • Convert an accepted quote to an invoice in one step

Pipeline

Lead

Volt Interiors
Cedar & Co.

Discovery

Meridian Studio

Quote sent

Northwind Co.
Alto Design

Contracted

Harbor & Lane

Recent activity

  • Northwind Co.Quote #Q-118 opened2m ago
  • Harbor & LaneContract signed1h ago
  • Volt InteriorsLead captured — web form3h ago
  • Alto DesignMoved to Quote sentYesterday
Harbor & Lane signed · quote converted to INV-2045

Reports & AI

Reports in seconds, insights without asking

Revenue by period or client, payments by method, aged receivables and tax summaries — each exportable to CSV. Ask questions in plain English and let Claude forecast next month.

CSV exportNL analyticsAt-risk alerts
  • Revenue, payments, aged receivables and tax reports
  • Next-month forecast and at-risk invoice flags

Your reports

Generate

Revenue — last 8 weeks

+18.2%

Burn & revenue — Q2 2026

Generated 12 Jun 2026

Aged receivables

0–30 / 31–60 / 61–90 / 90+

Tax summary — FY26

Export-ready CSV

Forecast: next month ≈ ₹19.6L · 2 invoices flagged at-risk
One connected surface

Every rupee, every client, one timeline

The whole money story for a client — quote, contract, invoice, payment, reminder — on a single screen.

AI drafts the busywork

Describe a job and get a pre-filled invoice. Paste raw text and get structured line items. Ask about revenue in plain English.

“Invoice the Q2 retainer for Northwind”

3 line items · ₹2,40,000 draft

“Which clients are most likely to pay late?”

2 flagged · Peak Freight, Alto

Paste a supplier email →

5 line items extracted, taxed

“How did March revenue compare to Feb?”

+14% · ₹2.1L higher

Invoice draftDocument extractAnalyticsReminder copyForecast
Working through client numbers at a desk

Built by operators

for teams that bill clients for a living

Any currency

Bill in the client's currency with daily FX snapshots feeding every report.

Built-in controls

Management tools that keep everyone aligned

Recurring & reminders on autopilot

Weekly, monthly or yearly schedules that auto-send and auto-charge. Reminder rules chase late payers on your cadence, business hours only.

Role-based access for the whole team

Owner, Admin, Accountant and Viewer. Everyone sees only what they need, and every server action checks the role before it touches data.

Every change, audit-logged

An immutable record of every create, update and delete — who did it, what changed and when — plus a log of every AI call.

Designed for real workflows

Built for how service businesses actually get paid

From setup to daily use, Cloud HQ streamlines the money side of the business — so quoting, invoicing and reporting feel simple from day one.

Get started with Cloud HQ
A finance team reviewing numbers together

A private workspace per company

Its own address, its own team, its own data — fully isolated.

AI that does the busywork

Draft invoices from a sentence, extract line items from pasted text.

Client portals, no login required

View and pay, accept or decline, e-sign — from a secure one-time link.

Multi-currency, multi-org

Bill in any currency; switch between the organisations you belong to.

How it works

From first hello to money in the bank

Six steps, one system — no hand-offs to other tools, no re-keying the same client twice.

  1. Step 1

    Capture the lead

    A prospect submits your public lead form; a client record and audit entry are created automatically.

  2. Step 2

    Qualify in the pipeline

    Move them through discovery, add notes, and prepare a quote from your product catalogue.

  3. Step 3

    Send quote & contract

    The client accepts online; AI drafts the contract from the quote and they e-sign from a link.

  4. Step 4

    Invoice & collect

    Convert the accepted quote to an invoice and collect via Razorpay or record payment manually.

  5. Step 5

    Chase automatically

    Reminder rules follow up on late payers; recurring schedules re-issue and re-charge on time.

  6. Step 6

    Reconcile & report

    Payments, expenses and FX roll up into revenue, receivables and tax reports — export any of them.

Pricing

Simple pricing that scales with you

We onboard every team personally right now, so pricing is tailored to your size and volume. Here's the shape of it.

Starter

₹0

for your first workspace

Everything to run billing for one small team.

  • Up to 3 team members
  • Invoices, quotes & credit notes
  • Public pay / accept / e-sign portals
  • Core reports & CSV export
Apply for access
Most popular

Growth

Let's talk

billed per organisation

For teams scaling client volume and automation.

  • Unlimited team members & roles
  • Recurring invoices & reminder rules
  • AI drafting, extract & analytics
  • Expenses with approval workflow
  • Audit log & priority support
Talk to us

Scale

Custom

multi-entity & bespoke

Multiple organisations, custom controls and onboarding.

  • Everything in Growth
  • Multi-organisation switching
  • Custom roles & data controls
  • Hands-on migration & onboarding
Contact sales
FAQ

Questions, answered

Still unsure whether Cloud HQ fits how your team works? Ask us directly.

  • No. Clients never log in. They interact through minimal public portals — view and pay an invoice, accept or decline a quote, and e-sign a contract — each opened from a secure one-time link. All data entry stays on your side.

  • Claude is built into the workflow: describe a job in plain text and get a pre-filled invoice, paste raw text to extract structured line items, ask natural-language questions about your revenue, generate reminder copy, and forecast next month's revenue while flagging at-risk invoices.

  • Online card and UPI payments through Razorpay, plus manual recording for bank transfers and cash. Invoices, quotes, proformas and credit notes can each be raised in their own currency, with daily FX snapshots for reporting.

  • Yes. Every company gets its own workspace on its own address, with its own team, logins and data. Access within a workspace is controlled by roles — Owner, Admin, Accountant and Viewer — enforced on every server action.

  • Invoices, quotes, contracts and emails carry your organisation's name, logo, brand colour, address, tax ID and footer text. You also control your invoice number format and starting sequence.

  • You build reminder rules — global, per-client or per-invoice — with steps relative to the due date, a repeat cadence and a business-hours-only option. Recurring invoices can auto-send and auto-charge on a weekly, monthly or yearly schedule.

Start with clarity, scale with confidence

Cloud HQ helps service teams move faster — with real-time visibility, flexible workflows and automation where it matters most.

Guided onboarding

We set up your workspace with you, one team at a time.

Built for scale

From a first workspace to multiple organisations — no bloat.