CloudBooks

Online invoicing, time tracking, payment & expense software

3,8 /5 (12 reviews) Write a Review!

CloudBooks Overview

What is 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.

CloudBooks Overview

Pricing

Starting from
US$10,00/month

Pricing options

Free Trial
Free
Subscription
Value for money

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


CloudBooks Features

Devices
Business size
S M L
Markets
United States
Supported Languages
English

Media

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

CloudBooks Reviews

CloudBooks Reviews

Overall rating
3,8
/
5
Excellent
4

Very good
4

Average
2

Poor
1

Terrible
1

Value for Money
3,8
Features
3,7
Ease of Use
4
Customer Support
4
67% recommended this app
Esmady E.

Reduce your accounting time

Open your extra time save on accounting for other valuable thing


David J.

CloudBooks has made my consulting business much simpler to manage

simplifying my billing


Ron K.

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


Alonso M.

Why We Recommend CloudBooks

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.

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

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.


Esmady E.
Industry: Civic & Social Organization
Company size: 2-10 Employees

Reduce your accounting time

Used Daily for 2+ years
Reviewed on 2018/12/05
Review Source: SoftwareAdvice

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

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

David J.
Industry: Computer & Network Security
Company size: Self Employed

CloudBooks has made my consulting business much simpler to manage

Used Daily for 1+ year
Reviewed on 2017/07/18
Review Source: Capterra

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.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 9.0/10

Ron K.
Industry: Health, Wellness & Fitness
Company size: 11-50 Employees

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

Used Daily for 6-12 months
Reviewed on 2017/07/28
Review Source: Capterra

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

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 8.0/10

Alonso M.

Why We Recommend CloudBooks

Reviewed on 2015/07/17
Review Source: Capterra

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.

Rating breakdown

Ease of Use
Customer Support

Branndon A.
Industry: Arts & Crafts
Company size: Self Employed

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

Reviewed on 2017/07/26
Review Source: Capterra

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.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 5.0/10

User recommendation
8/10
Based on 12 user ratings
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CloudBooks Pricing

CloudBooks Pricing

Starting from
US$10,00/month
Free Trial
Free
Subscription
Value for money

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

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

Value for Money
3,8/5
Based on 12 user ratings
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CloudBooks Features

CloudBooks Features

API
Accounting Integration
Accounting Management
Activity Dashboard
Audit Trail
Automatic Notifications
Billing & Invoicing
Compliance Management
Customizable Reporting
Data Import/Export
Electronic Payments
Expense Tracking
Financial Analysis
Invoice Management
Invoice Processing
Multi-Currency
Real Time Data
Reporting & Statistics
Third Party Integration
Workflow Management
Features
3,7/5
Based on 12 user ratings
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Categories

Additional information for CloudBooks

Additional information for CloudBooks

Benefits

• 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.

CloudBooks FAQs

CloudBooks FAQs

Below are some frequently asked questions for CloudBooks.

Q. What type of pricing plans does CloudBooks offer?

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

Q. What are the main features of CloudBooks?

We do not have any information about CloudBooks features

Q. Who are the typical users of CloudBooks?

CloudBooks has the following typical customers:

Small Business, Freelancers, Mid Size Business

Q. What languages does CloudBooks support?

CloudBooks supports the following languages:

English

Q. What type of pricing plans does CloudBooks offer?

CloudBooks has the following pricing plans:

Free, Subscription

Q. Does CloudBooks support mobile devices?

We do not have any information about what devices CloudBooks supports

Q. What other apps does CloudBooks integrate with?

CloudBooks integrates with the following applications:

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

Q. What level of support does CloudBooks offer?

CloudBooks offers the following support options:

Phone Support, Online Support, Knowledge Base, FAQs