INTRODUCING PRAXA
The AI-powered operating system for modern accounting firms.
Running an accounting practice shouldn't require juggling ten different applications, disconnected spreadsheets, and endless manual reviews. Praxa brings your entire practice together into one intelligent platform — managing every stage of the client journey, from onboarding to bookkeeping, financial reporting, tax compliance, advisory, billing, and ongoing client communication.
Powered by Celia, your AI accounting assistant, Praxa doesn't simply organize work — it helps complete it faster, more accurately, and with greater consistency. Whether you manage 50 clients or 5,000, Praxa enables your firm to scale without compromising quality.
ONE PLATFORM · EVERY WORKFLOW
Every operational and client-facing function your firm needs.
CLIENT ACCOUNTING
- ✓ AI-assisted bookkeeping
- ✓ Bank reconciliations
- ✓ Month-end close
- ✓ Financial statement preparation
- ✓ Multi-entity accounting & consolidations
- ✓ General ledger management
AI REVIEW & QUALITY ASSURANCE
Every deliverable passes through Celia's intelligent review engine before reaching your team.
- ✓ Transaction anomaly detection
- ✓ Missing documentation alerts
- ✓ Coding recommendations & variance analysis
- ✓ Financial consistency & compliance checks
- ✓ Review workflows & risk flagging
TAX & COMPLIANCE
Manage the complete tax lifecycle.
- ✓ Individual & business tax preparation
- ✓ Workpaper management & document collection
- ✓ Tax notices & extension management
- ✓ Filing workflow & compliance calendar
- ✓ Client approvals
FRACTIONAL CFO SUITE
Everything required to deliver advisory services.
- ✓ Cash flow forecasting & budgeting
- ✓ Scenario planning & forecast models
- ✓ KPI dashboards & board reporting
- ✓ Financial planning & analysis
- ✓ Executive insights & business health scoring
BILL MANAGEMENT
Complete AP & AR automation.
- ✓ Vendor management & invoice processing
- ✓ Approval workflows & payment tracking
- ✓ Collections
- ✓ Client invoicing & recurring billing
PRACTICE MANAGEMENT
Run your entire firm from one workspace.
- ✓ Client CRM & workflow automation
- ✓ Project, task & team collaboration
- ✓ Capacity planning & resource allocation
- ✓ Time tracking
CONNECTED ECOSYSTEM · PRAXA CONNECTS WITH THE SOFTWARE YOUR CLIENTS ALREADY USE
Accounting softwareCRM platformsPOS systemsPayrollBankingPayment processorsE-commerceDocument managementKnowledge bases
Accounting softwareCRM platformsPOS systemsPayrollBankingPayment processorsE-commerceDocument managementKnowledge bases
MEET CELIA
Your AI accounting assistant.
Celia works alongside every member of your firm — from bookkeepers and accountants to controllers, tax professionals, and Fractional CFOs. Instead of replacing professionals, Celia amplifies them by eliminating repetitive work and providing intelligent recommendations in real time.
- ✓ Categorize transactions automatically
- ✓ Prepare reconciliations
- ✓ Review financial statements
- ✓ Detect unusual transactions
- ✓ Draft client responses
- ✓ Generate management reports
- ✓ Build financial forecasts
- ✓ Analyze KPIs
- ✓ Answer accounting questions
- ✓ Surface client risks before they become problems
- ✓ Assist with tax preparation
- ✓ Produce advisory insights
- ✓ Learn your firm's SOPs and workflows
BUILT FOR FIRMS · VALUABLE FOR CLIENTS
Every improvement inside your practice creates a better experience for your clients.
- ✓ Faster month-end closes
- ✓ Real-time financial visibility
- ✓ Better cash flow decisions
- ✓ AI-powered business insights
- ✓ Improved tax readiness
- ✓ Fewer accounting errors
- ✓ Continuous financial monitoring
- ✓ Stronger communication
- ✓ A single secure collaboration portal
- ✓ More strategic advisory throughout the year
AI assists. Professionals deliver. The speed of AI. The judgment of experienced accounting professionals. Celia accelerates the work, your firm owns the relationship, your professionals deliver the outcome.
FOR ACCOUNTING FIRMS & CPAs
Let's talk about your firm.
Book a 30-minute call. We'll walk you through Praxa and Celia, talk through your workflow, and show you whether CLOUDIT is a fit. No pressure. No pitch deck.