What Cloud Counting does

Cloud Counting is a Dallas-based, privately held software company (operating as Akshar Group LLC) that sells cloud-based accounting software targeting small business owners without formal accounting expertise. Founded in 2010 by CPA Samir Patel and co-founder Yogesh Patel, the company's core product is a web-based, multi-platform accounting application accessible from any browser or mobile device, with patented technology that eliminates the need for end users to perform account categorization — accountants complete that work on the back end. The platform supports multi-business access from a single login, real-time collaboration across business owners, accountants, bookkeepers, and partners, customizable security access, and a recently introduced Workflow Approvals feature for invoice, bill, check, and payment processing.

The product is offered via three subscription tiers: The Basics at $99/month (software-only), The Essentials (software plus accounting services at custom pricing), and The Next Level (software plus full accounting and additional services at custom pricing). Standalone bookkeeping and tax services are also offered. Distribution is entirely direct — the company's website with prominent "Call Us" CTAs and a single sales phone line — with no resellers, marketplace presence, or self-serve API/integrations. Publicly visible customers include a Marriott franchisee (Chase Hospitality Group), a large jewelry retailer (Govindji's), and a claims processing firm (Claims-X-Change), spanning hospitality, retail, and insurance verticals.

The firm operates with 1–10 employees, has not disclosed any external funding, and serves customers only within North America. The company's strategic posture is that of a niche, founder-led SMB accounting SaaS with patented workflow differentiation, bundled services, and no AI capabilities disclosed in available materials.

Name

Cloud Counting

Legal name

Akshar Group LLC

Website

https://cloudcounting.com

Company type

Private

Founded year

2010

Operating status

Operating

Headcount range

1–10 employees

Short description

Cloud Counting provides cloud-based accounting software with patented technology that eliminates account categorization, enabling non-expert small business owners to manage finances. The Dallas-based firm sells tiered SaaS subscriptions bundled with bookkeeping and tax services via direct sales.

Ownership category

akta.pro rank

Product category

Cloud Accounting Software

NAICS

Software Publishers (513210)

SIC

Services-Prepackaged Software (7372)

akta.pro primary industry

Cloud FinOps & Cost Optimization (BPAEACAH)

akta.pro secondary industry

Cloud FinOps & SaaS Spend Management (BPAEAOAH)

Keywords

• Cloud accounting software
• Bookkeeping services
• Small business accounting
• Tax filing services
• Financial management platform

Headquarters

HQ city

Dallas

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Software

Cost components

Personnel, Technology or R&D, Marketing or Sales, Operations, Infrastructure

Revenue model

1. Software Subscription (Basics Tier): Base software subscription at $99/month offering core accounting features including accounts payable/receivable, banking, payroll, general ledger, reports, month-end closing, reconciliation, and invoicing.
2. Software + Accounting Services (Essentials Tier): Custom-priced package combining software with professional accounting services including bookkeeping, tax filings, revenue recognition, and CPA tax package.
3. Full Service Package (Next Level Tier): Premium package offering software plus full accounting services plus additional services at custom pricing.

Pricing tiers

Go-to-market motion1 record

Distribution channels2 records

Marketing channels1 record

Core offering

Cloud Counting sells a patented cloud-based accounting SaaS platform that lets business owners without accounting expertise process transactions directly, with accountants completing categorization on the back end. The platform supports accounts payable, accounts receivable, banking, payroll, general ledger, reporting, month-end closing, invoicing, reconciliation, and tax filings. It is offered as a software-only subscription or bundled with professional bookkeeping and tax services across three tiered packages (The Basics, The Essentials, The Next Level).

Product overview

Cloud Counting offers a single cloud-based accounting software platform with patented technology that eliminates the need for manual account categorization. The core Cloud Counting product serves as the foundation, with three tiered service packages: The Basics (software-only at $99/month), The Essentials (software + accounting services), and The Next Level (software + full accounting services + additional services). The platform also offers standalone bookkeeping and tax services, as well as a Workflow Approvals feature for custom approval processes. Users can access the software via web browser or mobile device with multi-business management capabilities from a single login.

Differentiator

Problem solved

Functional benefit

Products and services

• Cloud Counting Accounting Software Patented cloud-based accounting software platform that lets business owners without accounting knowledge process and manage business and accounting transactions without manual account categorization. Includes accounts payable, accounts receivable, banking, payroll, general ledger, reports, month-end closing, financial reporting, reconciliation (bank, credit card, loan, payroll), invoicing, sales occupancy tax/filings, revenue recognition, revenue audit, and CPA tax package. Accessible via any web browser on PC, Mac, or mobile device, with multi-business single-login access, real-time collaboration, customizable security access, workflow approvals, and bank-level 256-bit SSL encryption.
• Bookkeeping Services Professional bookkeeping services delivered by Cloud Counting on behalf of business owners who prefer to outsource the back-end accounting work, bundled with the Cloud Counting software platform within the Essentials and Next Level tiers.
• Tax Services Tax filing and preparation services provided by Cloud Counting, including sales occupancy tax filings, revenue recognition, revenue audit support, and CPA tax packages, bundled with the software within the Essentials and Next Level tiers.

Quantifiable outcome

• Time reduction: What used to take days now takes only a few hours for some business operations

Named customers3 records

Segments3 records

Ideal customer profiles2 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature5 records

Scale indicators1 record

Recent moves4 records

Expansion highlights3 records

Direct peers

• Xero: Cloud-native accounting platform targeted at small businesses and their accountants. Directly comparable on cloud delivery, SMB focus, accountant multi-client workflows, and tiered subscription pricing.
• Kashoo: Simple cloud accounting software for small businesses and bookkeepers. Comparable on minimalist, SMB-focused cloud accounting positioning and accountant multi-client workflows.
• AccountEdge: Small business accounting software (formerly MYOB) targeting owner-operators and accountants. Comparable on small business accounting workflows and multi-user collaboration features.
• Wave Accounting: Free / low-cost cloud accounting, invoicing, and receipt-scanning software for small businesses. Comparable on SMB focus, cloud delivery, and the 'accounting made simple' value proposition.
• Patriot Software: U.S.-focused small business accounting and payroll software marketed to non-accountant owners. Comparable on U.S. SMB focus, payroll-included offerings, and the 'simple enough for a business owner' positioning.
• Zoho Books: Cloud accounting module in the Zoho suite for SMBs with invoicing, banking, and accountant collaboration. Comparable on SMB cloud accounting, integrated workflows, and accountant-friendly multi-entity access.
• FreshBooks: Cloud accounting and invoicing software aimed at small business owners and freelancers. Comparable as a SaaS-first, ease-of-use-focused alternative targeting non-accountant owners — the same pain point Cloud Counting addresses.
• Manager.io: Free small-business accounting software with desktop and cloud editions. Comparable as a SMB accounting alternative with tiered feature set and accountant-friendly multi-company support.

Broad incumbents

• QuickBooks: Intuit's flagship cloud and desktop accounting platform for small businesses and accountants. Directly comparable because it is the dominant incumbCloud Counting's customer testimonials explicitly benchmark against — and the default choice for the same SMB/bookkeeper segment.
• Sage Accounting: Sage's cloud accounting products (Sage Business Cloud Accounting) target small and mid-sized businesses. Comparable as an established incumbent serving overlapping SMB and accountant segments.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat3 records

Key risks7 records

Key highlights7 records

Customer concentration

• Xx.com/cloudcounting

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Cloud Counting