How MyCloudBook Works

From the first offer to the final report

MyCloudBook connects every document in your business. The interactive map below shows the full picture. Every box is a document you can create today, and every arrow is a step the system understands.

• The selling side

  An estimate becomes an invoice or a cash receipt. Customer payments settle the invoices, and credit notes handle returns and refunds. Statuses move by themselves, from Unpaid to Paid, so you always know who owes you and for how long.

• The buying side

  Photograph a purchase receipt and the AI turns it into a draft document for your review. Or enter a purchase order, a bill, or an expense yourself. Bill payments track exactly what you owe each supplier.

• Your books

  Every document posts its own double entry record the moment you save it, in any currency. Stock moves with FIFO costing, sales tax is tracked per agency, and every report reads live from one source of truth.