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ACCOUTING
INTEGRATION SOLUTION

Manage all your data in a single platform

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ACCOUNTING
INTEGRATION SOLUTION

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Save your time and monitor your business in one platform. With our powerful and innovative accounting integration solution, you can sync up your current or preferred accounting software with our CloudBanking portal.

Save your time and monitor your business in one platform. With our powerful and innovative accounting integration solution, you can sync up your current or preferred accounting software with our CloudBanking portal.
Screen of a laptop displaying the CloudBanking portal on the Connected Accounts feature_Accounting Integration | CloudBanking

Why Consider Integrated Accounting Solution?

CloudBanking payment platform offers a game-changer program that allows you to securely connect and access your information in the cloud. By synching up, you can automate your vital business processes, such as payment processing and reconciliation, which save your valued time and resources.
Screen of a laptop displaying the CloudBanking portal on the Connected Accounts feature_Accounting Integration | CloudBanking

Why Consider Integrated Accounting Solution?

CloudBanking payment platform offers a game-changer program that allows you to securely connect and access your information in the cloud. By synching up, you can automate your vital business processes, such as payment processing and reconciliation, which save your valued time and resources.

how does it work?

 

1. Log in to your CloudBanking portal and connect your existing or favorite accounting app in just a few clicks.

 

2. After enabling the integration, click the Invoice tab to sync all your data automatically.

 

3. Make changes to your customers’ data in one app and have it reflected in both platforms—automated reconciliation.

1. Log in to your CloudBanking portal and connect your existing or favorite accounting app in just a few clicks.
2. After enabling the integration, click the Invoice tab to sync all your data automatically.
3. Make changes to your customers’ data in one app and have it reflected in both platforms—automated reconciliation.

INTEGRATE WITH YOUR ACCOUNTING SOFTWARE

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XERO

Connect our platform to Xero and have your invoices imported. CloudBanking will process your invoices on the stipulated due day and reconcile back to your accounting software.
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CLOUDBANKING

A basic invoicing feature on our portal that will help you send an invoice with your business logo to your customers. No need to connect to any external invoicing software anymore.
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MYOB

Sync up our platform with myob and allow us to finish all the succeeding steps—from payment handling and coordination with MYOB to payment reconciliation—absolutely FREE!
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QUICKBOOK

Link CloudBanking app with your QuickBooks Online account to efficiently reconcile your payments with your bank statement. Automatic invoice adjustment for the transaction fee will be done by our system.

FEATURES OF CLOUDBANKING'S ACCOUNTING INTEGRATION

save time and money
SAVE YOU TIME
AND MONEY
reduced human error

REDUCED HUMAN
ERROR

real time business forecasting
REAL-TIME BUSINESS
FORECASTING
automated reconciliation

AUTOMATED
RECONCILIATION

reduced failed payments
REDUCED FAILED
PAYMENTS
fully secured and pci compliant
WORLD-CLASS DATA
SECURITY

Let’s boost your revenue
through the power of
payment automation.

Get Started

FEATURES OF CLOUDBANKING'S ACCOUNTING INTEGRATION

save time and money
SAVE YOU TIME AND MONEY
reduced human error
REDUCED HUMAN ERROR
real time business forecasting
REAL-TIME BUSINESS FORECASTING
automated reconciliation
AUTOMATED RECONCILIATION
reduced failed payments
REDUCED FAILED PAYMENTS
fully secured and pci compliant
WORLD-CLASS DATA SECURITY
Let’s boost your revenue through the power of payment automation.
Sign up

inquiry

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    433 N. Camden Drive, 6th Floor,
    Beverly Hills, CA 90210 USA
    415.223.8459
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    433 N. Camden Drive, 6th Floor, Beverly Hills, CA 90210 USA
    415.223.8459
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    ACCOUNTING SERVICES

    Run fast, accurate, and automated accounting processes through Cloud Banking’s white label portal for accountants. Simply ask your customers to log on to your dashboard so you can download all their statements and reports—making it easier for you to do their taxes. Likewise, you can make sure that our platform can help you streamline everything from financial consolidation to compliance reporting and audits.

    Our innovative payment solutions can easily be integrated into your existing accounting, invoicing, and billing software so you can get paid faster and more secure. Interested? Start by talking to one of our business specialists today.

    HIGH RISK

    Are you in the high-risk vertical market? Getting tired of looking for a reliable payment solution for a high-risk industry? Don’t worry! CloudBanking got you covered.

    We understand that banks and low-risk providers may instantly turn down merchant accounts who they deem industries with a history of high chargebacks, irregular high ticket sales, or that are highly regulated. Thus, finding a high-risk payment processing solution that keeps high-risk businesses running efficiently might be a daunting, frustrating process. This is all the more true for the CBD oil industry. However, CloudBanking understands that your business model works for you. We believe in your business’ desire to help the community and we’re committed to providing top-rated services.

    Thus, we go the extra mile to ensure your business’ security and efficient cash flow. We provide tailored solutions and features because we understand your unique needs. You can now offer your customers a smooth and seamless journey with our innovative payment solution for high-risk industries.

    HEALTH AND WELLNESS

    Focus on what matters most to your business—your customers. And allow CloudBanking to take care of your payments. Our payment solution for the health and wellness industry will be your trusted partner in improving your customer experience. With our innovative platform engineered to accept all kinds of payments and provide the security, you need; we can guarantee you streamlined business operation.

    In the ever-changing global marketplace, make your business at the forefront of innovation to give your customers the best customer experience. Trust that our payment solution for health and wellness is here to help you meet your customers’ expectations while improving your cash flow. Contact us today to experience the difference.

    FIELD SERVICES

    Are you one of the small or mid-sized businesses in the field service industry having trouble collecting payments? And are you tired of all the waiting and hassles? Then, it’s time for you to adopt a phone- and cloud-based payment solution for field services that will improve your cash flow and accuracy. Allow your field services staff to accept payment on-site so they can focus on the next job.

    Level up in the game field by offering a cutting-edge payment solution for field services that will assist you in meeting your needs and improving your bottom line. Contact us to know how we can be your trusted partner in getting paid faster and secure.

    RETAIL

    The retail environment has evolved rapidly in the past years. To keep with the pace and increase your bottom line, you need to integrate a platform providing a full suite of card payment systems that fully satisfies the needs of you and your customers. CloudBanking’s payment solution for retail industry is here to help you stay in the game and be more competitive.

    Powered with the latest technology, our credit card processing solutions allow retailers to accept any form of card payments such as credit cards, debit cards, and EMV-compliant cards. Our payment solution for retail industry can help you effortlessly manage your point-of-sale transactions while you boost your retail sales.

    PROFESSIONAL

    CloudBanking offers a customized payment solution for professional services companies, such as law firms, insurance agencies, and accounting firms. Our platform is designed to provide you a safe, convenient, and secure way to accept your service fees and lessen the administrative cost related to payment processing.

    We understand that your business’ payment processing needs are unique. So you can’t just rely on any payment processing platform to manage your cash flow. You need a trusted partner to receive payments fast, secure, and easy. Enjoy this hassle-free process when you integrate our payment solution for the professional services industry.