Kloud Connect
Kloud Connect is a Sydney-based SaaS company offering a Microsoft 365-native practice management platform for mid-to-large multi-disciplinary accounting firms, integrating workflow, billing, reporting, CRM, and ATO compliance into a unified single source of truth.
- Company typePrivate
- Founded-
- HeadquartersSydney, Australia
- Headcount11–50
- GTM typeB2B
- OfferingSoftware
What Kloud Connect does
Kloud Connect is an Australian-headquartered SaaS company that builds a cloud-native practice management platform purpose-built for mid-to-large, multi-disciplinary accounting firms with 50 or more seats. The platform is constructed natively on Microsoft 365, integrating SharePoint for document management, Power BI for analytics, Power Automate for workflow automation, and Microsoft Copilot for productivity. Its core modules — Workflow Management, Billing, Reporting and Analytics, CRM, Timesheets, Capacity Planning, and Document Management — share a unified data model marketed as a Single Source of Truth, with deep integrations into the Australian compliance ecosystem including the ATO via ATO SmartDocs and ATOmate, Xero via the Xero App Store, NowInfinity by Class for entity management, FuseSign for digital signing, Workiro for AI document and email management, and Brainfish for the in-product Kaycey AI assistant.
The company was founded in 2020 and is based in Sydney, Australia. In February 2024, Kloud Connect merged with PT 2.0, a premier Power BI data analytics consultancy whose founder Dan Beck became CEO, bringing a portfolio of more than 100 accounting firm clients across Australia, New Zealand, the US, and the UK, along with benchmarking data that now powers the platform's analytics layer. The board includes Smithink founder David Smith (Chairman), Solutions Centric CEO Krish Sritharan (Director), and Class Super founder Richard Barber (Director).
The business operates a subscription SaaS model with seat-based pricing, bundled implementation, and onboarding support; pricing is not publicly disclosed and engagement is quote-based. Kloud Connect distributes through direct enterprise field sales targeting firm principals and practice managers, supplemented by its listing on the Xero App Store. Trusted-by logos span recognised networks including Bentleys, Walker Wayland, Count, UHY, Hall Chadwick, and AZNGA, with documented enterprise go-lives such as Power Tynan (70+ staff, multi-location) and WSC Group. The company is privately held with no disclosed external institutional funding and operates with approximately 26 employees.
Kloud Connect firmographics
Firmographics- Name
- Kloud Connect
- Legal name
- Kloud Connect
- Website
- https://kloudconnect.com.au
- Company type
- Private
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- Kloud Connect is a Sydney-based SaaS company offering a Microsoft 365-native practice management platform for mid-to-large multi-disciplinary accounting firms, integrating workflow, billing, reporting, CRM, and ATO compliance into a unified single source of truth.
- Ownership category
- akta.pro rank
Kloud Connect industry classification
Industry- Product category
- Practice Management Software for Accounting Firms
- NAICS
- Computer Systems Design and Related Services (54151), Custom Computer Programming Services (541511), Computer Systems Design Services (541512)
- SIC
- Services-Prepackaged Software (7372), Services-Computer Integrated Systems Design (7373), Services-Computer Programming Services (7371)
- akta.pro primary industry
- Compliance, GRC Workflow & Audit Automation Platforms (HDAEAHAL)
- akta.pro secondary industries
- Collaboration & Productivity Platforms (M365/Google Workspace, Email, Chat/Meetings) (BPAEAIAD), System Integration & Connectors (BPAMAOAC)
Keywords
Where Kloud Connect is headquartered
LocationHeadquarters
- HQ city
- Sydney
- HQ country
- Australia
- HQ region
- Oceania
Offices1 record
Markets served
Kloud Connect business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Technology or R&D, Personnel, Marketing or Sales, Operations
Revenue model
- Subscription SaaS (Practice Management Platform): Cloud-based subscription model providing access to the Kloud Connect practice management platform with connected core modules, integrations, and analytics capabilities. Pricing is based on seats/team size with dedicated implementation and support included.
Go-to-market motion1 record
Distribution channels2 records
Marketing channels6 records
Kloud Connect product offering
Product offeringCore offering
Kloud Connect provides a cloud-based, Microsoft 365-native practice management platform designed for mid-to-large multi-disciplinary accounting firms. The platform integrates workflow management, billing, CRM, timesheets, capacity planning, document management, and reporting into a unified single source of truth. Built natively on SharePoint, Power BI, Power Automate, and Microsoft Copilot, it serves firms with 50+ seats requiring complex multi-entity billing and advanced analytics capabilities.
Product overview
Kloud Connect is a cloud-based, Microsoft 365-native practice management platform for mid-to-large multi-disciplinary accounting firms in Australia. It operates as a unified platform with integrated core modules: Workflow Management, Billing, Reporting & Analytics, CRM, Timesheets, Capacity Planning, and Document Management — all connected through a Single Source of Truth data layer. The platform is built natively on Microsoft 365 (SharePoint, Power BI, Power Automate, Copilot) and was significantly enhanced in February 2024 through a merger with PT 2.0, a leading Power BI data analytics consultancy. PT 2.0 brought custom reporting capabilities, benchmarking data from 100+ firm clients, and is now offered as a sub-brand under the Kloud Connect umbrella. Kaycey, an in-product AI assistant powered by Brainfish, provides support within the platform. The product integrates with a growing ecosystem of third-party tools including Xero, NowInfinity by Class, ATO SmartDocs, ATOmate, FuseSign, and Workiro.
Differentiator
Problem solved
Functional benefit
Brands
- PT 2.0: Data analytics, advisory, and Power BI consultancy services. The industry authority on data analytics and leveraging Power BI, operating across Australia, New Zealand, US, and UK with a portfolio of over 100 accounting firms.
Products and services
- Kloud Connect Practice Management Platform A cloud-based, Microsoft 365-native practice management platform built for mid-to-large multi-disciplinary accounting firms (50+ seats). It integrates workflow, billing, CRM, timesheets, capacity planning, document management, and reporting into a single source of truth on Microsoft infrastructure, with deep SharePoint, Power BI, Power Automate, and Microsoft Copilot integration.
- PT 2.0 Data Advisory & Analytics A data analytics, advisory, and Power BI consultancy service that provides custom reporting, benchmarking across 100+ accounting firm clients, and advisory services for turning firm data into actionable business insights. Operates across Australia, New Zealand, US, and UK.
- Kaycey AI Assistant An in-product AI assistant built on Brainfish, acting as an intelligent first point of contact for users needing help within the Kloud Connect platform. Answers questions in natural language drawn from help content without leaving the application.
Quantifiable outcome
- Firms can reduce ATO document processing time by up to 90% through ATOmate automation.
- +2 more outcomes
Companies that use Kloud Connect
Customer profileNamed customers8 records
Segments2 records
Ideal customer profiles2 records
Kloud Connect technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration10 records
AI capability9 records
Feature8 records
Kloud Connect partnerships and signals
Strategic signalPartnerships
Eight partnerships are on record, tiered core and major.
- Brainfish (Kaycey AI Assistant)coreLaunched Kaycey, an in-product AI assistant built on Brainfish's platform. Acts as an intelligent first point of contact for platform help, answering natural language questions without leaving the application. Reduces repetitive support tickets and enables human support teams to focus on complex interactions. Brainfish uses purpose-built smaller models for computational efficiency.
- WorkiromajorPartnership with Workiro, an award-winning AI-powered document, email, and e-signature management software with over 1 billion documents filed and 65,000+ users. Enables AI auto-filing of client documents and emails linked to the right client and job record in Kloud Connect, with version control, e-signatures, audit trails, and unlimited storage.
- XerocoreKloud Connect joined the Xero App Store as a certified integration partner. The integration enables firms to maintain centralised client records across Kloud Connect and Xero, with direct connections to Xero Tax and Xero Ledger. Designed for multi-partner/multi-entity firms (50+ seats) needing robust practice management alongside Xero's compliance tools.
- FuseSign (FuseWorks)majorIntegration with FuseSign, an accountant-first digital signing solution from FuseWorks. Enables firms to send, sign, and file documents within Kloud Connect. Supports multi-recipient documents with role-specific actions, ISO 27001/GDPR compliance, AES-256 encryption, two-factor authentication, and complete branding control. Signed documents auto-filed to client folders.
- ATO SmartDocsmajorIntegration with ATO SmartDocs connecting directly to ATO servers to securely import and prepare ATO correspondence for approval and delivery. Covers 600+ document types with SmartBot auto-processing, secure email/client portal delivery with 2FA and TFN redaction, and a centralised document vault. Zero processing limits.
- ATOmatemajorIntegration with ATOmate, an automation solution for ATO document processing. Automatically processes, checks, and securely stores ATO correspondence within Kloud Connect. Reduces manual handling of PAYG instalments, tax notices, and myGov correspondence. Includes TFN redaction, digital audit trails, and automated client communication.
- NowInfinity by ClassmajorIntegration with NowInfinity, a leading corporate compliance and entity management platform from Class. Enables automatic syncing of Companies, Trusts, and SMSFs from NowInfinity into Kloud Connect, with company debt visibility, direct navigation, relationship management, document access, and bulk ASIC form generation (484A drafts).
- PT 2.0coreKloud Connect merged with PT 2.0, a premier data analytics and Power BI consultancy with a portfolio of 100+ accounting firm clients across Australia, New Zealand, the US, and UK. PT 2.0's CEO Dan Beck became CEO of the combined entity. The merger brought PT 2.0's analytics expertise and benchmark data into the Kloud Connect platform, enabling advanced Power BI dashboards and industry benchmarking capabilities.
Scale indicators6 records
Recent moves6 records
Expansion highlights6 records
Kloud Connect competitors and assessment
Company assessmentDirect peers
- Financial Cents: Cloud-based practice management for accounting firms with workflow, client management, and time tracking. Direct competitor to Kloud Connect for small-to-mid accounting firms.
- Suralink: Workflow management and accounting request list platform for accounting firms. Competes with Kloud Connect's workflow management module for the same accounting firm buyers.
- TaxDome: All-in-one practice management platform for accounting and tax firms covering workflow, client portal, document management, and billing. Competes head-to-head with Kloud Connect in the mid-market accounting firm segment, with stronger US presence.
- Canopy: Practice management software for accounting firms with client CRM, workflow, document management, and billing. Directly competes in the same mid-market accounting firm segment as Kloud Connect.
- Karbon: Cloud-based practice management platform for accounting firms offering workflow, job management, client communication, and billing. Directly competes with Kloud Connect for the same mid-to-large accounting firm segment, with stronger funding and broader global brand recognition.
- Practice Ignition: Client engagement and billing automation platform for accounting firms with proposals, engagement letters, and recurring billing. Overlaps with Kloud Connect's billing module and targets the same accounting firm buyers.
- Ignition (formerly Practice Ignition): Rebranded Practice Ignition platform; engagement letter, billing, and workflow automation for accounting and professional services firms. Overlaps with Kloud Connect's billing and workflow modules for the same accounting firm segment.
- FYI Software: Document management and practice automation platform for accounting firms. Competes with Kloud Connect's document management and workflow modules, with strong Australian market presence.
- Xero Practice Manager (WorkflowMax): Native practice management tool within the Xero ecosystem; tightly bundled with Xero subscriptions. Most direct competitor given Kloud Connect's own Xero App Store integration and overlapping target market of Xero-using accounting firms.
Broad incumbents
- Microsoft (Dynamics 365 Business Central): Broad enterprise platform from Microsoft that provides overlapping workflow, billing, and document capabilities. As Kloud Connect is built on Microsoft 365, Dynamics 365 represents an incumbent threat if Microsoft expands practice management features within its stack.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks5 records
Key highlights7 records
Customer concentration
Kloud Connect social profiles
Digital presenceKloud Connect financial estimates
Financial estimateRevenue estimate
Valuation estimate
Kloud Connect leadership team
Management profileNumber of profiles
Profiles9 records
Kloud Connect funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Kloud Connect M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Kloud Connect
What does Kloud Connect do?
Kloud Connect provides a cloud-based, Microsoft 365-native practice management platform designed for mid-to-large multi-disciplinary accounting firms. The platform integrates workflow management, billing, CRM, timesheets, capacity planning, document management, and reporting into a unified single source of truth. Built natively on SharePoint, Power BI, Power Automate, and Microsoft Copilot, it serves firms with 50+ seats requiring complex multi-entity billing and advanced analytics capabilities.
Is Kloud Connect a public or private company?
Kloud Connect is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Kloud Connect founded?
Kloud Connect was founded in -1. It employs 11 to 50 people.
Where is Kloud Connect based?
Kloud Connect is headquartered in Sydney, Australia, in the Oceania region.
How does Kloud Connect make money?
One revenue line is on record: subscription SaaS (Practice Management Platform).
Who are Kloud Connect's main competitors?
Direct peers on record are Financial Cents, Suralink, TaxDome, Canopy, Karbon, Practice Ignition, Ignition (formerly Practice Ignition), FYI Software and Xero Practice Manager (WorkflowMax). Microsoft (Dynamics 365 Business Central) is listed as a broad incumbent.
Does Kloud Connect have an API?
No public API is recorded for Kloud Connect.
What industry is Kloud Connect in?
Kloud Connect's product category is Practice Management Software for Accounting Firms. Its primary akta.pro industry code is HDAEAHAL, Compliance, GRC Workflow & Audit Automation Platforms, with a secondary code of BPAEAIAD, Collaboration & Productivity Platforms (M365/Google Workspace, Email, Chat/Meetings). Its NAICS code is 54151 and its SIC code is 7372.