CloudBooks

Online invoicing, time tracking, payment & expense software

About CloudBooks

CloudBooks is an online invoicing software for small businesses designed to help users with accounting, online billing, time tracking, and project management tasks. The application allows users to monetize billing hours spent on projects and provides secure online payment gateways to enable customers to pay through their credit cards, cash, or PayPal. The software tracks the check-in and check-out time of employees and the total time spent on a particular project, including the time spent on training. Project management rights and permission-based access can be used to limit users' access to documents that include critical financial information.

CloudBooks helps users to schedule recurring billing for regular projects and send bills to clients on completion of the billing period. Detailed reports are provided on payment collection, profit and loss statements, and project expenses, to help users analyze monthly or quarterly business earnings. The software tracks unpaid and partially paid invoices, and sends reminders and email notifications to clients to make their payments.

CloudBooks helps users to prepare customized estimates for prospective clients and automatically convert accepted estimates into invoices. The software helps users know the status of estimates including which invoices have been converted and which have been rejected. .

CloudBooks' expense management feature enables users to identify non-productive expenses and provides ways to control spending in that area. The software integrates with applications such as Freshbooks, Basecamp, SendGrid, Stripe, and Paypal.

Key benefits of CloudBooks

• CloudBooks helps users to monitor project costs in real time, adding project expenses to invoices and billing projects to the right client.

• The application also monitors project progress, checking the amount of time spent on a particular project and comparing it with the time allocated for that project.

• Reports provide users with a comprehensive view of payments and client account statements.

• The software helps users to automate the expense creation process for recurring business projects and set up customized expense categories to meet the unique needs of clients.

• The software provides an option for users to record, track and view all of their project expenses.

Devices

Business size

S M L

Markets

United States

Supported Languages

English

Images

The CloudBooks dashboard
Create and send quotes
Generate invoices
View a summary of recent invoices and quotes
View order summaries
Send automatic late payment reminders via email
View 7 more
CloudBooks video
CloudBooks video
CloudBooks video
CloudBooks screenshot: The CloudBooks dashboard CloudBooks screenshot: Create and send quotes CloudBooks screenshot: Generate invoices CloudBooks screenshot: View a summary of recent invoices and quotes CloudBooks screenshot: View order summaries CloudBooks screenshot: Send automatic late payment reminders via email

Features

Total features of CloudBooks: 2

  • Monitoring
  • Projections

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Reviews

Overall rating

3,8 /5
(12)
Value for Money
3,8/5
Features
3,7/5
Ease of Use
4/5
Customer Support
4/5

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Showing 5 reviews of 12
Esmady E.
Overall rating
  • Industry: Civic & Social Organization
  • Company size: 2-10 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Reduce your accounting time

Reviewed on 2018/12/05

Open your extra time save on accounting for other valuable thing

Open your extra time save on accounting for other valuable thing

Pros

1. Easy access from all around the world 2. Direct to the authority 3. Very fast and good support 4. Get all report need in a second

Cons

1. Won't work without internet access 2. Basically I can't find any other cons about this software since i use it in 2011

David J.
Overall rating
  • Industry: Computer & Network Security
  • Company size: Self Employed
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 9.0 /10

CloudBooks has made my consulting business much simpler to manage

Reviewed on 2017/07/18

simplifying my billing

simplifying my billing

Pros

I like that It is web based, very easy to quickly greatly invoices. I like that I can quickly get reports and a quick overview of my invoices.

Cons

The new invoice layout can be a bit confusing. I would also like to see an iOS app to edit and send invoices. I would like to see integration with Square for payments.

Ron K.
Overall rating
  • Industry: Health, Wellness & Fitness
  • Company size: 11-50 Employees
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 8.0 /10

Customer support has been very responsive but software is not as easy to use as I would like

Reviewed on 2017/07/28

Pros

Robust functionality - I can do almost everything I need.
Cloud based application allows for users to see invoices from anywhere

Cons

Not very user friendly.
-difficult to select names and items when processing invoices. Sometimes the wrong item is picked and we have to start over
-Requirements to enter email address even if I am not emailing an invoice
-Customer phone number does not appear on the invoice

Alonso M.
Overall rating
  • Review Source

Overall rating

  • Ease of Use
  • Customer Support

Why We Recommend CloudBooks

Reviewed on 2015/07/17

CloudBooks slogan is "Send Invoices Online. Get Paid Faster", and this online billing and invoicing...

CloudBooks slogan is "Send Invoices Online. Get Paid Faster", and this online billing and invoicing software offers a clean look that's complemented by pops of color. After a 30-day free trial, $2 per month for up to 25 customers and 3 users, next monthly subscription is $20 up to Unlimited customers and Unlimited users for unlimited invoices and estimates, time tracking and customer management, customizable invoices with a logo and much more.

Dashboard: Well designed dashboard with links to invoicing and time keeping tasks, a daily, weekly and monthly revenue overview and reporting for overdue, outstanding and paid invoices.

Reminders: Automatic late payment reminders via email.

Cost: CloudBooks offers many features with no limits for a really low monthly cost.

Mobile/Future plans : No mobile apps, although customers can pay invoices on their smart
phone and CloudBooks can be used via a web browser on tablets. Mobile apps are in future plans.

Gateways: Accepts payments from seven popular gateways, like Google Checkout and PayPal, which is enough for many businesses, but some others offer many more gateways.

Branndon A.
Overall rating
  • Industry: Arts & Crafts
  • Company size: Self Employed
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 5.0 /10

Wanted to just do a quick trial. Liked it overall. Would use it in the future!!

Reviewed on 2017/07/26

Not much. Just used the trial to see if it would work for me. It won't, free plan is too limited....

Not much. Just used the trial to see if it would work for me. It won't, free plan is too limited. Maybe sometime in the future I will decide to pay for something like this.

Pros

I like the intuitive interface. That made it very easy to use. I also liked that it was cloud based and accessible from anywhere.

Cons

I do not like how limited the free account is. Not very useful. Would much rather have limited extra features with unlimited number of invoices. Once it is embedded in my business then I would take a look at the additional functionality to determine whether it is worth the cost to upgrade. As is, I won't use it as I don't want to use up my revenue on paying for it. Therefore some other system will likely be put into place and make it harder to switch if I wanted to.

Showing 5 reviews of 12 Read all reviews

CloudBooks FAQs

Below are some frequently asked questions for CloudBooks.

CloudBooks offers the following pricing plans:

  • Starting from: US$10,00/month
  • Pricing model: Free, Subscription
  • Free Trial: Available

Free: $0 for 1 user + 5 invoices Team: $10/month for up to 5 users Agency: $20/month for unlimited users

We do not have any information about CloudBooks features

CloudBooks has the following typical customers:

Small Business, Freelancers, Mid Size Business

CloudBooks supports the following languages:

English

We do not have any information about what devices CloudBooks supports

CloudBooks integrates with the following applications:

2Checkout, 2Checkout, Basecamp, FreshBooks, PayPal, SendGrid, Stripe

CloudBooks offers the following support options:

Phone Support, Online Support, Knowledge Base, FAQs

Related categories

See all software categories found for CloudBooks.