HOW IT WORKS

No black boxes. No surprises.

Working with CLOUDIT is deliberately simple: three steps to deploy, four pillars underneath. One workflow — nothing handed off manually. No new software. No IT project. No hiring cycle.

DEPLOYING CLOUDIT

Three steps. That's the whole project.

1

Tell us what you need

A free 30-minute scoping call. NDA signed before any detail changes hands. We map your workflow, software stack, and the role you're missing — and match from our bench, not a job posting.

Your effort: one call
2

We onboard into your tools

You keep your software, your logins, your process. Access is granted named-user and least-privilege, credentials vaulted — then your professional and Praxa go live inside 1–2 weeks.

Your effort: grant access
3

You review. We deliver.

Celia takes the first pass, your CLOUDIT team does the work, you see status live in Praxa and sign off on judgment calls. Close lands by business day 10. Scale seats up or down any month.

Your effort: ~90 min / month
Security from day zero: NDA before data · named-user, least-privilege access · vaulted credentials · IRS §7216-aware workflows · multi-million liability cover. Full detail under 03 · Security below.
THE CLOUDIT LOOP · WHY IT WORKS

One loop, every engagement.

This is the machine behind the promise: AI does the first pass, professionals make every call, and each cycle teaches Celia your SOPs — so the loop gets faster every month. That's exactly where AI stands out.

CLOUDIT EXPERTS — ON THE LOOP
PRAXA — IN THE LOOP

Collect

Documents, feeds & client questions arrive; Celia chases whatever's missing.

Celia

First pass

Categorized, drafted, reconciled — exceptions flagged before anyone asks.

Celia

Resolve

Your embedded professional reviews, fixes, and completes the work.

Your team

Sign-off

Reviewer QC, then partner approval — nothing ships unseen.

Your team

Delivered

The close, the return, or the pack — on time, in your own tools.

Output
⟳ CELIA LEARNS YOUR SOPs — EVERY CYCLE GETS FASTER
Post delivery

The output ships. The questions don't.

Clients keep asking — how did we do last month, why is payroll up, where did the margin go? Celia answers instantly from the closed books, with sources, and flags advisory opportunities to your team. Included in every engagement — never billed by the hour.

✦
CeliaYour AI assistant · always on
Online · sources on
JUL 8 · 9:42 AM
How did June look compared to May?
✦
June closed at $412K revenue (+6%) with a 38% gross margin. Net income came in at $54K — up 9% vs. May, driven mainly by stronger service revenue.
Source · June close pack, p.2Answered in 2s
Why is payroll higher this month?
✦
Payroll was up $18K: June had three pay periods, and two new hires started on June 3. It normalizes in July — no action needed.
✓ Variance note added to your reporting pack
✦
Ask Celia anything about your numbers…
A 4-HOUR JOB → 40 MINUTES 82% CELIA FIRST-PASS ACCEPTANCE 100% HUMAN-SIGNED, ALWAYS

One platform. One AI. Four capabilities.

Praxa runs the practice, Celia runs the first pass — four capabilities, built for accounting and financial services.

Intelligent Practice Management

Praxa brings the entire practice into one intelligent platform — CRM, onboarding, engagements, workflow, document management, task tracking, billing, and team collaboration. Every process connected, automated, and visible in real time.

Private Enterprise AI

Celia runs on a purpose-built, secure LLM architecture — complete tenant isolation, enterprise-grade encryption, role-based access. Confidential client data is never exposed to public AI models.

Firm Knowledge Intelligence

Multi-tenant RAG connects QuickBooks, Xero, CCH, UltraTax, SharePoint, Microsoft 365, emails, SOPs and client documents into one searchable intelligence layer — contextual, firm-specific answers, instantly.

Adaptive AI Reasoning

Celia selects the optimal AI model and reasoning strategy for every task — from bookkeeping and tax research to reporting and client communication — delivering faster, more accurate outcomes.

Where human expertise meets enterprise AI. Human Capital + AI — Praxa as the intelligent operating system, Celia as the secure AI engine, and CLOUDIT professionals making every judgment call. AI assists. Professionals deliver.

The people behind the platform

300+ US-trained professionals — tax preparers, bookkeepers, FP&A analysts, and virtual assistants — working inside Praxa, reviewed by senior US leadership.

Trained for U.S. work

Every professional is trained for U.S. accounting standards and your firm's software stack — not general back-office work.

Matched, not assigned

Role-matched in a discovery call and onboarded into your tools — your software, your SOPs, your naming conventions.

Managed on our side

Performance-managed by CLOUDIT with weekly visibility in Praxa — senior US leadership reviews every engagement.

Backed by a bench

Full-time employees on our payroll — engage on 1099 or W2 — with a covered bench so your close is never late.

Certified across your stack: QuickBooks, Xero, Bill.com, Zoho, NetSuite, Power BI, ProConnect, Drake, ProSeries, Lacerte, CCH, TaxAct, TaxWise, ATX & TaxSlayer — available on every plan, Start to Enterprise, from our Gurugram Global Capability Center overlapping U.S. business hours.

Security that reads like an audit file

The same four disciplines on every engagement — in place before anyone touches a client file.

Least-privilege access

Named-user, role-based access on every system — credentials vaulted, reviewed quarterly, NDA obligations signed individually by every professional.

Encrypted & monitored

End-to-end encryption in transit and at rest, continuous monitoring, a documented incident-response plan, and security-reviewed vendors only.

Insured & verified

Multi-million dollar professional liability cover — plus background, education, employment-history and government-ID checks on every professional.

Compliance-ready

WISP best practices including IRS §7216, US-incorporated and US-operated, on Microsoft-certified cloud infrastructure with an audited operational framework.

Business continuity: every role is backed by a documented process and a covered bench — a professional being unavailable never means your close is late.

▲

Capacity

Scale up for tax season, dial back after. No fixed commitments, flex hours down anytime, switch to a tax pro when you need one.

Indemnity

Every engagement is backed by CLOUDIT's quality guarantee — if a deliverable doesn't meet the agreed standard, we make it right at our cost, not yours.

Virtual Capability Centre

Not a vendor relationship — an extension of your own office. Dedicated seats, direct access, a Gurugram back-office that feels like yours.

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Expansion

Start with one role. Add service lines and headcount as you grow — from solo practitioners to 50-person firms — without renegotiating from scratch.