CloudBooks

CloudBooks

Online invoicing, time tracking, payment & expense software

3.8/5 (12 reviews)

CloudBooks Overview

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.

Pricing

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

Devices

Business size

S
M
L

Markets

United States

Supported Languages

English

CloudBooks Reviews

Overall rating
3.8/5
67% positive reviews
4
Excellent
4
Very good
2
Average
1
Poor
1
Terrible
Esmady E.

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.

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.

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.

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

CloudBooks 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


  • API
  • Accounting Integration
  • Accounting Management
  • Activity Dashboard
  • 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
  • Receiving
  • Reporting & Statistics
  • Third Party Integration
  • Workflow Management

Additional information for CloudBooks

Key features of 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

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:

Freelancers, Mid Size Business, Small 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:

FAQs, Knowledge Base, Online Support, Phone Support