CloudPense

Company Overview

Shanghai CloudPense Software Technology Co., Ltd., founded in 2015, is a provider of intelligent financial SaaS platforms deeply integrated with business operations. Guided by the philosophy of "AI-Empowered · Built to Last" and centered on long-term customer value, the company's proprietary low-code aPaaS platform fulfills 98% of customization needs without bespoke development. It has built a comprehensive intelligent product matrix covering expense reimbursement, invoice management, business travel & consumption, contract management, treasury management, budget control, accounts receivable/payable, asset management, general ledger, shared financial services, electronic archives, and BI analytics.

Currently serving 300+ mid-to-large enterprises, 1,000+ legal entities, with over 1 million active users and a customer renewal rate of 115%+. Deeply focused on 10+ key industries including pharmaceuticals & healthcare, brand retail, advanced manufacturing, energy & chemicals, banking & finance, and professional services. The core team comes from industry-leading firms such as SAP, Oracle, Microsoft, and Deloitte, with 20+ years of professional experience.

Product System & Evolution

Continuously iterating around long-term customer value, from simple reimbursement in 2015, through streamlined expense control and Smart Share+, to today's full CloudPense platform, offering enterprise-grade paperless reimbursement, budget control, corporate payments, shared financial services, and integrated business-finance solutions.

• 📋
  Expense Reimbursement & Invoice Management Business entertainment, reimbursement requests, expense standards, expense control; OCR verification, tax separation, triple validation, itemized deductions.
• ✈
  Business Travel & Contract Management Travel requests, flight & hotel booking, order management, reconciliation & settlement; contract requests, contract printing, performance management, contract ledger.
• 💰
  Budget Control & Treasury Management Multi-dimensional budgeting, dual-perspective budgets, budget adjustments, budget ledger; bank-enterprise direct connect, transaction retrieval, payment queuing, fund transfers.
• 🔄
  Shared Financial Services & General Ledger Intelligent task dispatch, performance management, quality inspection, operations dashboard; voucher processing, related party transactions, accruals & amortization, period-end closing.
• 📄
  Electronic Archives & BI Platform Image scanning, archive collection, archival filing, archive retrieval; intelligent analytics, multi-dimensional data, free-form creation, standardized datasets.

AI.Cloudpense — AI Foundation

CloudPense uses AI.Cloudpense as its AI foundation, integrating multiple LLMs including OpenAI, Claude, Gemini, Meta, Tongyi Qianwen, Doubao, DeepSeek, and ChatGLM. Through MCP protocol, prompt engineering, RAG routing, Function Call tool invocation, fine-tuned model clusters, and vector knowledge bases, it achieves comprehensive coverage across eight AI application scenarios:

• 🤖
  Intelligent Form Filling AI assistant automatically parses PDF, image, and Office document attachments, intelligently identifying business type, expense category, amounts, invoice information, and other key fields, generating complete forms with one click for zero human intervention throughout the process.
• 🔍
  Intelligent Audit Compliance risk intelligent alerts, cross-referencing multiple attachments to verify activity authenticity and expense reasonableness. AI audit rule accuracy of 98%+, reimbursement audit processing time improved by ≥70%.
• 📜
  AI Contract Generation & Review Intelligently analyzes business and regulatory requirements, automatically generates contract drafts with flagged risk points, saving 80% of contract drafting time with clause error rate <1%. Builds legal knowledge base for risk term identification, compliance checks, and automatic flagging.
• 💬
  Intelligent Customer Service & Analytics Supports text, voice, and image multimodal input with natural language understanding and triage mechanisms; intelligent reporting suggestions, audit efficiency statistics, anomaly detection, reimbursement behavior analysis, and trend chart generation.

Industry Solutions

• 💊
  Pharmaceuticals & Healthcare Covering agency, direct sales, distribution, and sales operations across four major scenarios, from budget allocation to business-finance analysis end-to-end. Serving 80+ pharmaceutical companies including CR Sanjiu, Hansoh Pharma, Shanghai Pharma, Hengrui Medicine, Fosun Pharma, Innovent Bio, Jinsai Pharma, GSK, and Haisco.
• 🛒
  Brand Retail Store opening management, retail leasing, installment payments, and other retail-specific expense control scenarios. Serving brands including Nippon Paint, Ordifen, DR Diamond Ring, Cosmo Lady, and Kawanka.
• ⚙
  Advanced Manufacturing R&D expense management, project initiation & budgeting, contract signing, and full business execution process. Serving Continental, UAES, Mitsubishi Electric, Phoenix Contact, LiuGong, and BD Star Navigation.
• 💧
  Energy & Chemicals Equipment management, maintenance, after-sales service, outlet management, and logistics project full-scenario coverage. Serving Wanhua Chemical, SolarSpace, and others.
• 🏢
  Banking & Finance and Professional Services Settlement exchange, outlet services, business travel services, corporate banking, and internationalization scenarios. Serving MUFG, SMBC, Changsha Rural Commercial Bank, HNA Technology, China Eastern Airlines, and others.

Certifications & Awards

Funding History

• 💫
  Angel Round Personal angel investment by Hotcan Group founder Hao Junsheng
• 🌱
  2016 Pre-A Round Zhenghedao Shengchu Fund
• 🚀
  2018 Series A Led by JD Finance
• ⭐
  2019 Series B Led by Zizhu Xiaomiao Langcheng Fund (the fund Hao Junsheng participates in, which has invested in CloudPense multiple times)
• 📈
  2020 Series B+ Led by Fangguang Capital