Chennai, 600096,
India
CloudBankin Technographics
Discover the latest software purchases and digital transformation initiatives being undertaken by CloudBankin and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 70 CloudBankin employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that CloudBankin has purchased the following applications: Zoho Invoice for AR Automation in 2024, Zoho SalesIQ for Chatbots and Conversational AI in 2022, Zoom for Audio Video and Web Conferencing in 2022 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems CloudBankin is running and its propensity to invest more and deepen its relationship with Zoho Corp. , Zoom Video Communications , Google or identify new suppliers as part of their overall Digital and IT transformation projects to stay competitive, fend off threats from disruptive forces, or comply with internal mandates to improve overall enterprise efficiency.
We have been analyzing CloudBankin revenues, which have grown to $7.0 million in 2024, plus its IT budget and roadmap, cloud software purchases, aggregating massive amounts of data points that form the basis of our forecast assumptions for CloudBankin intention to invest in emerging technologies such as AI, Machine Learning, IoT, Blockchain, Autonomous Database or in cloud-based ERP, HCM, CRM, EPM, Procurement or Treasury applications.
ERP Financial Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Zoho Corp. | Legacy | Zoho Invoice | AR Automation | ERP Financial Management | n/a | 2024 | 2024 |
In 2024, CloudBankin implemented Zoho Invoice to manage its customer billing and receivables directly through its public website. The deployment targets AR Automation for the 70 employee professional services firm, centralizing invoice generation and client billing workflows under a single cloud invoicing application.
Zoho Invoice was configured to deliver core AR Automation capabilities including invoice generation, recurring invoices, automated payment reminders, template-driven invoice delivery, and client-facing invoice links and hosted billing pages embedded on the CloudBankin website. Configuration focused on invoice templates, scheduling rules for recurring billing, and automated notification rules to reduce manual follow up within accounts receivable.
Operational coverage centers on the finance and client-facing teams, with billing events initiated from the website and routed into Zoho Invoice for processing and customer delivery. Governance measures emphasized standardizing invoice formats, defining reminder cadence and authorization rules, and sequencing a phased rollout to align finance team processes and website billing endpoints.
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AI-Powered Application
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Zoho Corp. | Legacy | Zoho SalesIQ | Chatbots and Conversational AI | AI-Powered Application | n/a | 2022 | 2022 |
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Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Zoom Video Communications | Legacy | Zoom | Audio Video and Web Conferencing | Collaboration | n/a | 2022 | 2022 |
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Collaboration | Collaboration |
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2021 | 2021 |
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Collaboration | Collaboration |
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2024 | 2024 |
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Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Web Content Management | Content Management |
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2023 | 2023 |
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CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Tag Management | CRM |
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2022 | 2022 |
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ITSM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Application Performance Management | ITSM |
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2023 | 2023 |
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PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Transactional Email | PaaS |
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2023 | 2023 |
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IaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Application Hosting and Computing Services | IaaS |
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2022 | 2022 |
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Application Hosting and Computing Services | IaaS |
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2019 | 2019 |
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Application Hosting and Computing Services | IaaS |
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2023 | 2023 |
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Application Hosting and Computing Services | IaaS |
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2023 | 2023 |
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Application Hosting and Computing Services | IaaS |
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2025 | 2025 |
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Content Delivery Network | IaaS |
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2023 | 2023 |
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Content Delivery Network | IaaS |
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2022 | 2022 |
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