What is the agency model in Catacloud?
Catacloud is built for accounting agencies. As an agency you have one agency account, and all your customers (clients) are connected under it as separate companies. You switch between clients from the company list in the top right, and all your companies are shown together under your agency account in the company overview.
The agency module has these menu items:
Agency clients – all clients under the agency agreement, with org. no., billing, bank integration, filters and export to Excel. See Agency clients – overview, filtering and exporting the client list.
Access control – which employees have access to which clients. See Giving employees access to clients in the agency.
Billing Report and Quality → Overview.
How to add a client
You can put a client under the agency agreement in two ways: from Agency → Agency clients with Add client to agency, or right away when you create a new company. Both ways are described in How to add clients to an agency.
Who gets invoiced – the agency or the client?
When the client is added under the agency agreement and Consolidated Billing is turned on (Agency billing), the agency is invoiced – not the client directly. Invoicing goes through the agency's subscription. Contact us if you are unsure about the subscription terms for your account.
Consolidated billing is controlled per client under Agency → Agency clients. In the Consolidated Billing column you turn it off or on directly on each client:
On = Agency billing – the client is not invoiced directly; the invoice is sent to the agency.
Off = Client billing – the client is invoiced directly.
You can also open the pencil icon (Edit agency client) to change this and set which department the client belongs to.
The list can be filtered and downloaded as Excel – see Agency clients – overview, filtering and exporting the client list.
Give employees access
Access is given in two steps: first you invite the employee to the agency, then you decide which clients the person should work in. Clients are controlled individually – access to a client does not automatically grant access to the agency's own accounting.
Step by step: Giving employees access to clients in the agency.
SAF-T import for a new client
Do you have a new client coming from another accounting system? You can import historical accounts via SAF-T. Read more in the article SAF-T Financial – importing and exporting.
Altinn connection per client
If the agency is to submit on behalf of the client, you must have the correct role in Altinn for the relevant organisation number.
Frequently asked questions
Can I take over an existing customer who already uses Catacloud?
Yes. Ask the customer to give you administrator access to their company. You can then manage access and accounting from there. Contact support if you want to move the customer's company in under your agency agreement.
What happens if I create a company without turning on "Add client under agency agreement"?
The company is created as a standalone company and is invoiced separately. You add it under the agency agreement afterwards via Agency → Agency clients.
Can I get a list of all clients with their org. no.?
Yes. Go to Agency → Agency clients, click Export and choose Download .xlsx (Excel). The file has one row per client with name and org. no., and it follows the filters you have chosen.
When should you contact us?
Contact support if:
A client is missing under your agency account after creation.
You need to move a company in under or out of the agency agreement.
You are unsure about invoicing or subscription setup.
Please provide: the agency's name, the client's organisation number, and what you would like help with.