Financial Management Platform

Your finances, organized and always at hand.

CloudPoint provides end-to-end financial administration for property investors, landlords, and small businesses — giving you a clear, accurate picture of income and expenses every month.

Client Login See what's included
expenses.cloudpoint.ca
CloudPoint
Financial Overview April 2026
Income
$24,800
Expenses
$8,340
Net
$16,460
Maintenance Invoice
Repairs · 42 King St
$1,240.00
Enbridge Gas
Utilities · General
$318.45
Cleaning Services
Cleaning · 7 Oak Ave
$460.00
Rent — Unit 104
Rent · 19 Parkside
+$1,650.00
Platform features
AI Invoice Parsing Monthly P&L Reports Multi-Property Tracking Real-Time Dashboard Secure Document Storage CRA-Aligned Categories
What we do

A complete financial back office,
built for property and business.

CloudPoint handles the financial administration that takes up your time — so you can focus on running your portfolio or business, not managing spreadsheets.

Expense Tracking
Every invoice, receipt, and bill captured and categorized. Our AI parser reads invoices automatically — just forward the email or upload the file.
Property & Rent Roll
Track rent, units, tenants, and lease status across your entire portfolio. Know who's paid, who's overdue, and which leases are coming up for renewal.
Monthly Reporting
A clean P&L summary delivered by the 10th of every month. Income vs. expenses, by property and category, formatted for your accountant or lender.
Bill Calendar & Alerts
Predictive billing alerts and month-end reminders mean nothing slips through the cracks. Stay on top of recurring costs before they're due.
Tax Preparation Support
Expenses mapped to CRA categories from day one. Year-end summary packages ready for your accountant, with deductible items clearly flagged.
Secure Document Storage
Invoices and receipts stored securely, linked to every transaction. Download or share with your accountant anytime — no hunting through email folders.
How it works

Simple by design.

CloudPoint does the administrative heavy lifting. You run your business — we keep the books organized.

01
You forward invoices and bills
Send receipts and invoices to your dedicated CloudPoint address by email, or upload them directly to the platform. No specific format required — our AI handles the rest.
02
We process and categorize everything
Transactions are reviewed, categorized to CRA-aligned expense codes, and linked to the right property or business unit. Items are reconciled against expected recurring bills.
03
Your dashboard stays current
Log in any time to see your real-time financial position — income, expenses, pending payments, and alerts — all from one clean dashboard.
04
Monthly reports delivered automatically
A formatted P&L summary arrives in your inbox by the 10th of every month, ready to share with your accountant, lender, or business partner.
About CloudPoint

Built by someone who understands property finance.

CloudPoint was built to solve a real problem: property portfolios and small businesses generate a constant stream of invoices, payments, and financial records that are difficult to manage without dedicated software or staff.

We combine a purpose-built financial platform with hands-on financial administration — so clients get both the technology and the expertise, without the overhead of a full-time finance team.

Our platform is live and actively used by property investors and businesses in Ontario, with support for multi-property portfolios, Buildium integration, and CRA-ready reporting built in from the ground up.

Ready to get organized?

Existing clients can log in directly. If you're interested in CloudPoint for your portfolio or business, reach out to discuss how we can help.

Client Login → admin@cloudpoint.ca