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. Signing in takes you straight to your workspace.
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
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
6-stage
lead → discovery → quote → accepted → contract → contracted
4 roles
Owner, Admin, Accountant and Viewer — enforced server-side
5 documents
invoices, quotes, proformas, credit notes and contracts
0 logins
clients pay, accept and sign without an account
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 — so your team moves faster and nothing slips.
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 — or record bank and cash payments by hand.
- Versioned PDFs stored automatically
- Partial payments and credit notes tracked against the parent
- Your logo, colour, tax ID and numbering
Invoices
New invoiceMeridian Studio
INV-2043
Northwind Co.
INV-2044
Harbor & Lane
INV-2045
Peak Freight
INV-2046
Alto Design
INV-2047
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, and e-signatures capturing name, email, IP and timestamp.
- Discovery notes, quote tab and contract tab per client
- Quote status flips as clients accept or decline
- Convert an accepted quote to an invoice in one step
Pipeline
Lead
Discovery
Quote sent
Contracted
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 and flag the invoices most likely to slip.
- Revenue, payments, aged receivables and tax reports
- Natural-language analytics over your own data
- Next-month forecast and at-risk invoice alerts
Your reports
Burn & revenue — Q2 2026
Generated 12 Jun 2026
Aged receivables
0–30 / 31–60 / 61–90 / 90+
Tax summary — FY26
Export-ready CSV
“Every quote, invoice and payment for a client sits on one timeline. When someone asks where a deal stands, the answer is one click away — not an afternoon of digging.”
The Cloud HQ product principle
1 timeline
per client
1 workspace
per company
1 source
of truth
0 exports
to reconcile
Management tools that keep everyone aligned
No more bottlenecks or “who changed this?”. Structure, permissions and a paper trail come standard.
Recurring & reminders on autopilot
Weekly, monthly or yearly schedules that auto-send and auto-charge. Reminder rules — global, per-client or per-invoice — 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 and its token cost.
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 private workspace per company
Its own address, its own team, its own data — fully isolated from every other tenant.
AI that does the busywork
Draft invoices from a sentence, extract line items from pasted text, and write reminder copy in a click.
Client portals, no login required
View and pay, accept or decline, e-sign a contract — all from a secure one-time link.
Multi-currency, multi-org
Bill in any currency with daily FX snapshots, and switch between the organisations you belong to.
From first hello to money in the bank
- 1
Capture the lead
A prospect submits your public lead form; a client record and audit entry are created automatically.
- 2
Qualify in the pipeline
Move them through discovery, add notes, and prepare a quote from your product catalogue.
- 3
Send the quote & contract
The client accepts online; AI drafts the contract from the quote and they e-sign from a link.
- 4
Invoice & collect
Convert the accepted quote to an invoice and collect via Razorpay or record payment manually.
- 5
Chase automatically
Reminder rules follow up on late payers; recurring schedules re-issue and re-charge on time.
- 6
Reconcile & report
Payments, expenses and FX roll up into revenue, receivables and tax reports — export any of them.
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
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
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
Questions, answered
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.