Cedar Ridge Dental 7:41 AM
Which month does invoice 1042 cover?
Open invoice 1042
The all-in-one app for small businesses
Your accounting software, your customers, and the work in between. One app. One list of to-dos. One fair price.
One short list shows what needs you today: a customer email, a quote to follow up, a job to invoice, a payment to chase. Each item comes with a suggested action, and you can see everything about that customer in one place. One plan, every feature, and pricing with no surprises. New business? Start clean on day one.
One plan, every feature Price increases capped in your contract 35 years building software, we're a small business too
Priya Balan 8:47 AM
Quote 207 looks good. When can you start?
Turn quote into a job
Marisol Reyes 8:03 AM
The crew missed the upstairs bathroom again.
Schedule a return visit
The task and the email land on the customer record
Task — answer their billing question now
Email — “Which month does invoice 1042 cover?” 7:41
Invoice 1042 — April service $840.00 unpaid
Job JB-318 — first monthly clean 3h 20m
Quote 204 — monthly office cleaning $1,250.00 accepted
Task — book the bathroom job now
Email — “Quote 207 looks good” 8:47
Quote 207 — guest bathroom rebuild $2,340.00 accepted
Job JB-260 — kitchen tap swap 1h 10m
Invoice 1021 — kitchen tap $180.00 paid
Task — send a crew back now
Email — “The crew missed the upstairs bathroom” 8:03
Invoice 1044 — April visit $310.00 unpaid
Job JB-318 — April clean 2h 40m
Quote 188 — monthly home clean $310.00 per visit
Your evening
Get your evenings back
For most owners, the paperwork happens at 9 PM at the kitchen table. Saving emails, sending invoices, chasing payments, matching bank deposits.
CloudOverture does each of those in the moment it comes up. A new email is saved to the customer's record right away. The invoice is ready the moment you mark the job done. The payment reminder sends itself on the schedule you set. Each suggestion waits for one tap from you: Approve.
By evening there is nothing left to catch up on. That is the time we save: yours. See one example day, hour by hour.
One record
Every customer, one story
A request becomes a quote. The quote becomes a job. The job becomes an invoice, and the invoice gets paid.
In most tools that story is spread across apps. In CloudOverture it all lands on one customer record, emails included.
So when you open a customer, you see the whole story. Nothing hides in a second app.
An example record. This is how it will work.
Email, read for you
Your inbox already knows your next job
A new email lands. CloudOverture matches it to the right customer and reads what it asks for. A job, a question, a complaint. Each one becomes a next step you can take with one click.
You stay in control. Nothing is sent or saved without your approval, and every email it files is yours to correct.
An example email. This is how it will work.
Ask in plain words
You already know how to use it
Old accounting software comes with a manual. Menus, modules, and terms to memorize. CloudOverture comes with an AI assistant. Click the sparkle icon and type what you want, in plain words.
Ask "Who owes me money?" and get the answer, with the invoices behind it. Say "Invoice the Hendersons for the June work" and the draft is ready. New here? Ask "How do I send my first invoice?" and it shows you, or opens the screen for you.
The assistant asks first. Before anything reaches a customer, you see the real document, and one tap approves it.
Plain numbers
Your money, in plain words
Cash on hand. Who owes you. What you owe. Profit so far this year. One screen, in plain words.
We say "money customers owe you," not "accounts receivable." You don't need to learn bookkeeping terms to run your business.
Enter your bills. See a simple forecast of the weeks ahead: cash in and cash out, from the bills you entered.
Customers can also pay in USDC, a US-dollar stablecoin. Card processing takes about 3% of every payment. USDC has no card fee, so the whole invoice reaches you, and the money arrives in seconds instead of days.
Want the formal view? Turn on accountant mode any time.
What's inside
Everything you need to run the business
CloudOverture replaces your invoicing app, your customer app, and your spreadsheet of jobs. If you're just starting, it saves you from ever needing them. Here is part of what's inside.
Customers & sales
- One record per customer, across sales and money
- A deal board you drag from lead to won
- AI writes a short summary of any customer
Quotes that win work
- Send a quote as a link. No PDF, no login
- Customers accept online and can pay right there
- See when a quote was viewed, and how often
Work & scheduling
- Schedule each job with a date and arrival window
- My day: your stops in order, on a map
- A calendar in day, week, and month views
Invoices & getting paid
- Invoices paid online by card or bank transfer
- Payment processing built in, through Stripe. No markup on fees
- Customers can pay in USDC. No card fees
Money out & plain reports
- A cash-flow forecast from the bills you entered
- A profit report in plain words, any time
- Recurring bills you set once, on your schedule
Your bank, matched to your books
- Upload a bank statement. Lines land ready to review
- Most lines arrive matched. One click to confirm
- A guided month-end close made for owners, not accountants
AI work prioritization
- A ranked list of what needs you today
- An AI assistant you can ask in plain words
- AI files each email to the right customer
An easy start
- Nothing to move? Start clean. You're set up in minutes
- Or switch by uploading files: CSV, Excel, PDF, or photos
- AI reads them into a setup you review line by line
The everyday basics
- Set sales tax and payment terms once
- Alerts in the app, on your phone, or by daily email
- For solo owners and small businesses
What makes it different
Why CloudOverture
Your inbox, turned into a task list
It reads incoming email and turns what would sit lost in an inbox into tasks with suggested one-click actions: a new lead, a complaint, a question about an unpaid invoice. Each one links to the real quote, invoice, or job.
Every customer, one record
Quotes, jobs, invoices, payments, and emails all land on the same customer record. Emails file themselves.
Plain words, in your terms
We say "money customers owe you," not "accounts receivable." And you see quotes or estimates, jobs or work orders, whichever your business uses.
A clean switch from your old tool
Upload what your old system gave you. Our AI reads it into a setup you check before anything is saved.
Made for small businesses
CloudOverture fits many kinds of work. Here are a few.
Home and field service
Cleaners, repair, and home visits. Track the job, then send the bill when the work is done.
See how it fitsContractor and trades
Quote the work, do the work, get paid. All in one place, without extra apps.
See how it fitsAgency and creative
Manage clients and projects, send invoices, and see who still owes you.
See how it fitsConsultant and professional services
Send proposals, bill on the schedule you set, and keep your books in the same place.
See how it fitsLegal and accounting practice
Track matters and clients, bill on time, and keep clean records without the busywork.
See how it fitsRetail and product seller
Sell a few products, keep light stock counts, and see your real profit.
See how it fitsFor solo owners and small businesses.
How we make money
One plan. Every feature. A capped price.
We're a small business too. CloudOverture comes from Touchtone Corporation, a small software company, 35 years in business. We built it to be the software our own business could afford. Read our mission.
- One plan. Every feature we build is on it. No tiers, no locked features.
- A capped price. It can change at most once a year, capped at inflation, or 3% when inflation is lower.
- No investors. CloudOverture is owned by the people who run it.
Be first to try CloudOverture
We're building it now. Join the waitlist and we'll tell you the day it opens.