About CloudBooks

CloudBooks is a cloud-based accounting solution designed to help small businesses and freelancers with billing, invoice creation, project management and time tracking.

CloudBooks tracks where and how users are spending their time to ensure that invoices are accurately generated. Expenses are also tracked in real time and can be added to invoices. For collecting payments, clients can pay with credit cards, PayPal, checks or cash on a recurring or one-time basis.

For teams with multiple contributors, projects can be assigned and progress can be viewed per member or as a whole team. Time tracking and invoice generation can also be viewed jointly or by a single user, and permissions can be restricted on a member-by-member basis. Financial is captured by C...


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Supported Operating System(s):

Web browser (OS agnostic)

12 Reviews of CloudBooks

Average User Ratings

Overall

3.75 / 5 stars

Ease-of-use

4.0

Value for money

4.0

Customer support

4.0

Functionality

3.5

Ratings Snapshot

5 stars

(4)

4

4 stars

(4)

4

3 stars

(2)

2

2 stars

(1)

1

1 stars

(1)

1

Likelihood to Recommend

Not likely

Very likely

Showing 1 - 5 of 12 results

December 2018

Esmady from ESAE Dental Surgery

Verified Reviewer

Company Size: 2-10 employees

Industry: Civic & Social Organization

Time Used: More than 2 years

Review Source


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

December 2018

Reduce your accounting time

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

July 2017

David from Intrus Technologies

Verified Reviewer

Company Size: 1 employee

Industry: Computer & Network Security

Time Used: Less than 2 years

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

4.0

July 2017

CloudBooks has made my consulting business much simpler to manage

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.

July 2017

ron from Advance Medical Supply

Verified Reviewer

Company Size: 11-50 employees

Industry: Health, Wellness and Fitness

Time Used: Less than 12 months

Review Source: Capterra


Ease-of-use

2.0

Value for money

4.0

Customer support

5.0

Functionality

3.0

July 2017

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

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

July 2015

Alonso from http://inbound.org

Verified Reviewer

Time Used: Free Trial

Review Source: Capterra


Ease-of-use

5.0

Customer support

4.0

July 2015

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.

July 2017

BrannDon from BIRDCO pens

Verified Reviewer

Company Size: 1 employee

Industry: Arts and Crafts

Time Used: Free Trial

Review Source: Capterra


Ease-of-use

4.0

Value for money

4.0

Customer support

4.0

Functionality

4.0

July 2017

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.

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.