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Business is More than a Checkbook

Tracking Expenses is Just a Piece of the Financial Pie

We’re small business owners like you. We get that running a business takes more than just your checkbook. You have financial documents, receipts, bills, and AR to process, we help keep it all organized. By using OCR and a tagging folder system your documents are always there when you need them. But don’t worry, we didn't forget about the balance. Connect to your bank or other financial institution and match your documents directly to its transaction.

Managing Connections and Staff

CloudSway’s application lets you connect with as many outside and internal connections as you require. The system lets your team upload receipts to a central location, and lets you keep an eye on staff spending by connecting real-time to an employees credit card. Plus, your employees can connect documents and receipts to live banking data for your administrative team to keep overspending in check.

In the Office, On the Go

Stay connected to your business whether you're in the office or on the go. We provide you with real time access to your company’s transactions. Need to upload a receipt from a meeting with a client? Just take a picture with our app. Want to check your companies bank and charge account balances? Log in anytime/anywhere.

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