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.
Three steps. That's the whole project.
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.
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.
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.
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.
Collect
Documents, feeds & client questions arrive; Celia chases whatever's missing.
CeliaFirst pass
Categorized, drafted, reconciled — exceptions flagged before anyone asks.
CeliaResolve
Your embedded professional reviews, fixes, and completes the work.
Your teamSign-off
Reviewer QC, then partner approval — nothing ships unseen.
Your teamDelivered
The close, the return, or the pack — on time, in your own tools.
OutputThe 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.
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.
Expansion
Start with one role. Add service lines and headcount as you grow — from solo practitioners to 50-person firms — without renegotiating from scratch.