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CloudBooks Review

CloudBooks
Our score: 8.0 User satisfaction: 100%

What is CloudBooks?

CloudBooks is a user-friendly online invoicing app for freelancers and small companies. This web application offers invoicing, estimates, time tracking, client management, project management and more. CloudBooks’ main features are online invoicing, one-click time tracking, online payments, send estimates for approval, track and bill expense, and automated invoice reminders.

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Overview of CloudBooks Benefits

A Smoother Payments Process: You can offer your clients different ways of making payments with secure online payment gateways. They can pay through credit cards, checks, PayPal, or cash, and you can get paid faster and on time. After receiving the payment, you can send a personalized automated thank you note.

You Can Monetize Every Billable Minute: You can bill every minute you spend working on a project. CloudBooks informs you where and how you are spending time on client projects and helps monetize this time.

It’s Easy To Monitor and Recoup Expenses: Track the expenses you incur while working on client projects, and invoice them to pass on the costs to the concerned client. CloudBooks enables you to track expenses in real time to ensure you don’t pass them on to the wrong client. It offers hassle-free expense tracking that allows you to add expenses to the concerned invoices quickly and accurately.

It Lets You Optimize Billing: Whether it’s a team of one or numerous teams with multiple members, CloudBooks helps you track time easily to ensure optimal invoicing. You can also track project progress to know the amount of time spent by a team on a particular project. Permission-based access enables you to restrict access to important financial information.

You Can Simplify Recurring Billing and Subscription: CloudBooks helps you schedule recurring invoices for regular clients and send them automatically every billing period. This improves the efficiency of your billing process and saves time. You can also enjoy the advantage of hassle-free subscription renewal and payment collection to optimally leverage your subscription earnings.

It Allows You To Manage Your Earning and Spending: CloudBooks offers detailed reports on payment collection, expenses incurred, and profit & loss to help you gauge your business earnings. You can also look through a range of standard business reports to get better control over company finances.

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Overview of CloudBooks Features

  • Online invoicing
  • Expense tracking
  • Time tracking
  • Recurring invoices
  • Auto payment
  • Accounting reports and taxes
  • Track all invoices
  • Online payment
  • Turn estimates into invoices
  • Know the status of estimates
  • Say goodbye to one-size-fits-all estimates
  • Monitor your expenses
  • Record expenses automatically
  • Set up custom expense categories
  • Efficiently manage multiple projects
  • Simplify time tracking
  • Monetize billable hours
  • Aging invoice
  • Expense reports
  • Sales reports
  • Stringent data security

What Problems Will CloudBooks Solve?

1. Paperwork: Online invoicing software not only saves you money, time, and labor, but paperwork as well. All the data will be saved to the cloud and will be accessible to you from any place anytime. So, that means no more documentation and carrying large files around wherever you go.

2. Time-consuming process: One of the disadvantages of manual accounting is the amount of time you must put into it because you don’t have any system-based software. Manual accounting can be time consuming and frustrating. CloudBooks helps you to easily create invoices and saves lots of time.

3. Problem in managing customers’ data: One of the biggest problems that people often face is managing customer data which is crucial for businesses. With good invoicing software in place, however, you can store all that data in one place, and also archive it securely.

CloudBooks Position In Our Categories

Since companies have distinctive business-related needs, it is only rational they abstain from choosing an all-encompassing, ”best” software system. Still, it is troublesome to try to pinpoint such application even among widely used software systems. The sensible step to undertake would be to list the various major aspects that entail analysis such as essential features, price terms, skill levels of the employees, company size, etc. The second step is, you should do the research thoroughly. Have a look at these CloudBooks evaluations and scrutinize each of the software options in your shortlist in detail. Such detailed product investigation guarantees you drop unfit apps and subscribe to the system which delivers all the aspects your business requires.

Position of CloudBooks in our main categories:

TOP 500

CloudBooks is one of the top 500 Accounting Software products

Since each organization has specific business needs, it is prudent for them to abstain from seeking a one-size-fits-all perfect software system. Needless to say, it would be pointless to try to find such a platform even among market-leading software applications. The smart thing to do would be to jot down the various essential elements that require consideration such as required features, finances, skill levels of employees, company size etc. Then, you should do your research thoroughly. Read some CloudBooks Accounting Software reviews and investigate each of the other systems in your shortlist in detail. Such in-depth groundwork can make sure you weed out ill-fitting platforms and zero in on the solution that provides all the aspects you need for business success.

How Much Does CloudBooks Cost?

CloudBooks Pricing Plans:

Free Trial

Free

Free

Freelancer

$2/month

Team

$10/month

Agency

$20/month

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What are CloudBooks pricing details?

CloudBooks Pricing Plans:

Free Trial

Free

Free

Freelancer

$2/month

Team

$10/month

Agency

$20/month

CloudBooks offers four pricing plans:

Free

  • 1 client
  • No users

Freelancer: $2/month

  • 25 clients
  • 3 users

Team: $10/month

  • Unlimited clients
  • 5 users

Agency: $20/month

  • Unlimited clients
  • Unlimited users

User Satisfaction

Positive Social Media Mentions 111
Negative Social Media Mentions 0

We know that when you choose to purchase a Accounting Software it’s vital not only to see how professionals evaluate it in their reviews, but also to find out whether the real clients and companies that use these solutions are indeed satisfied with the service. Because of that need we’ve created our behavior-based Customer Satisfaction Algorithm™ that gathers customer reviews, comments and CloudBooks reviews across a wide range of social media sites. The information is then presented in a simple to understand way indicating how many clients had positive and negative experience with CloudBooks. With that information at your disposal you should be prepared to make an informed buying decision that you won’t regret.

Video

Technical details

Devices Supported

  • Windows
  • Web-based

Deployment

  • Cloud Hosted

Language Support

  • English

Pricing Model

  • Free
  • Monthly payment

Customer Types

  • Small Business
  • Medium Business
  • Freelancers

What Support Does This Vendor Offer?

  • email
  • phone
  • live support
  • training
  • tickets

What integrations are available for CloudBooks?

CloudBooks supports the following integrations:

  • Paypal
  • Strive

CloudBooks User Reviews

CloudBooks average rating:

Average score
4.8/5 (1 user reviews)
4/5

Overall impression

5/5

Customer Support

5/5

Value for Money

4/5

Ease of Use

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More reviews from 1 actual users:

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Very fast and neat invoicing software

Read full review >
Sandeep Singh
4/5

Overall impression

4/5

Customer Support

4/5

Value for Money

5/5

Ease of Use

Published on: 28.04.2021 Company Size: N/A Industry: N/A

PROS: Easy Invoicing Superb Client Management Very fast software Works on mobile browser too Responsive support

CONS: There are some glitches here and there but the support staff is good.

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CloudBooks user reviews

Very fast and neat invoicing software

Read full review >
Sandeep Singh
4/5

Overall impression

4/5

Customer Support

4/5

Value for Money

5/5

Ease of Use

Published on: 28.04.2021 Company Size: N/A Industry: N/A
Nestor Gilbert

By Nestor Gilbert

Nestor Gilbert is a senior B2B and SaaS analyst and a core contributor at FinancesOnline for over 5 years. With his experience in software development and extensive knowledge of SaaS management, he writes mostly about emerging B2B technologies and their impact on the current business landscape. However, he also provides in-depth reviews on a wide range of software solutions to help businesses find suitable options for them. Through his work, he aims to help companies develop a more tech-forward approach to their operations and overcome their SaaS-related challenges.

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