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Features
One system,
built for the way you work
This is what we're building: the things that make CloudOverture different, then the full list of what's included.
An AI coworker, not another inbox
Some tools only sort transactions or answer questions when asked. CloudOverture goes further.
It looks at your invoices, quotes, jobs, and your connected email, the mail you get and the mail you send, then ranks what needs you today. A customer writes "how much for a full clean?" CloudOverture offers the next step: a quote, ready to send.
You stay in control. CloudOverture suggests, and you approve before anything is sent or saved.
“Can you come by Thursday?”
Visit booked
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Try a suggested step. You always approve before anything is sent.
Your customers and your books, together
Most tools do one job. You end up paying for a books app and a separate customer app.
CloudOverture does both. One customer record holds their emails, quotes, invoices, payments, and notes. The whole story is in one place.
Change a customer once, and it's right everywhere.
Plain words, not accounting terms
We write for business owners, not accountants. We say "money customers owe you," not "accounts receivable."
You do not need to learn bookkeeping words to run your business.
Want the formal terms? Turn on accountant mode. It's off by default and you can flip it any time.
Money customers owe you Accounts receivable (A/R) $21,540
Money you owe Accounts payable (A/P) $6,200
What you keep after costs Net income $36,700
Plain words are the default. The formal terms, if you want them.
Close each month yourself, in one short review
In most tools, closing the books is an accountant's job. CloudOverture makes it something you can do yourself.
Once a month, a task opens a pass across every account. Most lines already match something in your books, like an invoice payment or a recorded expense. So each one is a quick look and a confirm.
When your books match the bank, you close the month with one click. A locked month cannot change by accident, so reports give the same answer every time.
A clean switch from your old tool
Leaving another tool is usually painful. CloudOverture makes it a clean cut.
Upload any file your old system gave you. Our AI reads it into a starting setup, with your open invoices carried over.
You check every line before it's saved. Then you start fresh.
Your day, in order
Each person sees their day in time order. Scheduled jobs and timed activities line up from morning to night.
A map shows the day's stops, so you can see where the work is.
Map pins are numbered in the order of the day's visits.
See the whole week on a calendar
Want the bigger picture? A calendar shows the work by day, week, or month.
Jobs, tasks, calls, and meetings sit on one grid, colored by person.
The first version is a view: you check the schedule here and change it on the job. This is what we're building.
Mon 13Tue 14Wed 15Thu 16Fri 17
8 AM Riverside Dental 1 PM Summit Realty 9 AM Acme kickoff 2 PM Harbor Cafe 10 AM Vendor call 2 PM Birchwood Property 9 AM Team sync 1 PM Anchor Cafe 8 AM Order supplies 11 AM Riverside Dental
Dana Carlos Maria Priya
Get paid inside the app
Send a quote, and your customer accepts it online. Send an invoice, and they pay it online, by card or bank transfer. Stripe handles the payment processing.
The payment lands on the invoice and on the customer record, and your books update themselves. There is no separate invoicing tool to connect.
Card payments carry Stripe's standard fee, and we add no markup. See how we make money.
Get paid without card fees
Card processing takes about 3% of every payment. On a $4,800 invoice, that is about $140. There is another way to get paid.
Customers can pay in USDC, a US-dollar stablecoin. There is no card fee, so the whole invoice reaches you. The customer pays a network fee of less than one cent, and the money arrives in seconds instead of days.
The money goes straight to your own wallet. CloudOverture never holds it. You can pay vendor bills the same way.
Goes straight to your own wallet. We never hold it.
You receive $4,800.00. The full amount, no card fees.
The customer pays a network fee of less than one cent.
Cards work too. This is the usual way to pay.
You receive $4,800.00 minus card processing fees.
On a big invoice, those fees add up. USDC skips them.
The full list
Everything that's included
The sections above are the short version. This is the long one.
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
- Contacts, with one set as the billing contact
- Files on the record: contracts, forms, photos
- Addresses that fill in on quotes and invoices
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
- An accepted quote becomes an invoice on its own
- Fast line entry from your saved item list
- Your word for it: quote, estimate, proposal, or bid
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
- Assign the work to someone on your team
- Mark it done. The waiting invoice sends
- Call it a job, project, matter, or visit
- Flags for finished work you have not billed
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
- Repeat invoices on a schedule you set
- Reminders that follow up on late invoices
- One payment can cover several invoices
- Customer credit and refunds, tracked for you
- Your logo and colors on every quote and invoice
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
- Track expenses, even ones you paid for personally
- See who owes you, and for how long
- Sales tax collected, ready for filing time
- Resale margins, plus an accountant mode for formal reports
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 suggests the category; you confirm before it counts
- A transfer between your accounts is never counted twice
- Lock a closed month so it cannot change
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
- A flag when a customer sounds unhappy
- Every email lands on the customer’s timeline
- Connect Gmail, Microsoft 365, or another mailbox
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
- A one-time inbox scan. You approve every find
- Unpaid invoices carry over with live payment links
- Customer lists import with duplicate checks
- Starting categories matched to your kind of business
- Step-by-step export guides for QuickBooks, Xero, and Wave
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
On the roadmap, not in the first version: automatic bank feeds, connecting your own AI assistant, and running AI on your own key.
Get early access
We are getting ready to launch CloudOverture. Join the waitlist and we will tell you first.