Product

Revenue Intelligence. Find and Capture More Opportunities.

Turn your firm's data into real growth opportunities. Cloudbase's Revenue Intelligence helps you identify high-value prospects, analyze client opportunities, and take targeted action to grow your revenue.

  • Identify upsell and cross-sell opportunities
  • Discover high-value prospects
  • Understand client needs and engagement
  • Increase revenue with data-driven insights

You stay in control. AI recommendations are suggestions — you and your team make the final decisions. Not legal or tax advice.

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Every plan includes 10 AI hours per user each month. Need more? Add an AI bundle anytime. See pricing ›

Cloudbase Revenue Intelligence dashboard with opportunity pipeline and top opportunities

Key Capabilities

Turn Data Into Real Growth.

Actionable insights to help you find, prioritize and capture revenue opportunities.

Opportunity Identification

  • Find upsell and cross-sell opportunities in your existing client base
  • Identify high-value prospects
  • Get alerts on clients ready for additional services
  • Prioritize opportunities by potential revenue impact

Client Insights

  • Analyze client needs and behavior
  • Understand engagement trends
  • Identify service gaps
  • Get personalized recommendations
  • Strengthen client relationships

Market Insights

Coming soon
  • Discover new client segments
  • Analyze industry trends
  • Identify high-demand services
  • See competitive insights
  • Find expansion opportunities in your target market

Actionable Recommendations

  • Get prioritized next steps
  • Receive AI-driven recommendations
  • Track opportunity status
  • Measure potential revenue impact
  • Turn insights into real results

Know and engage each client — Client Growth & Marketing

See the Opportunity.

Clear Insights. Bigger Possibilities.

Get a complete view of your revenue opportunities in one place. Identify where to focus, see what's most likely to convert, and take action with confidence.

  • Unified view of all opportunities
  • Insights based on real client data
  • Prioritized recommendations
  • Track progress and measure impact
Cloudbase opportunities table with value, probability and status

How It Works

From Insights to Increased Revenue.

A simple, intuitive process to help you find and capture the right opportunities.

  1. 1. Analyze

    Our AI analyzes your client data and market trends.

  2. 2. Identify

    Discover high-value opportunities.

  3. 3. Get Recommendations

    Receive prioritized, actionable next steps.

  4. 4. Take Action

    Engage clients and pursue new prospects.

  5. 5. Grow Revenue

    Track results and measure impact.

Built for Accounting and Tax Professionals

Your Firm's Growth, Powered by Data.

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