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

I emailed and filled out their form and never heard back. Since I could not access my account, I tried cancelling via phone, email, form, and nothing.

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

Company kept pestering us with emails after the trial had clsoed, telling us it was looking at our numbers and there where problems.

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.

Needs a few tweaks to be perfect but overall a very good app, Hopefully Android apps are in the works. Very responsive customer service.

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

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.

Can be a good experience and need improvement.

Easy access from all around the world. Direct to the authority.

There was a math error on one of my invoices where it calculated the total at the bottom of the invoice then said the amount due was 150.00 less. Naturally the customer paid the smaller amount.

The new invoice layout can be a bit confusing.

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.

Very fast and good support. Get all report need in a second.

Very nice looking  front-end, which  they did not have originally. Actually one of the better looking  ones I have seen.

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.

I think this is good software, and the support team was very friendly when testing out the app.

Difficult to select names and items when processing invoices.

Would much rather have limited extra features with unlimited number of invoices.

I like that it is user friendly, drag and drop feature makes it easy to run ad hoc reports. Love the line item detail and notes feature in the templates.

Great experience for me. We have a dedicated business systems resource on our team who helps a lot.

The ability to integrate reports directly with system data pulls is a very nice feature that can help reduce the complexity of workbooks.

I like the functionality of the program and ease of use.

It makes month end easier. Great customer service team always there when help is needed.

Collaboration can also be difficult, as the individual models are fragile and must be updated online.

It can be difficult to set up a report template. Once set it is good and there are no worries.

Upload of transactional data allows for greater degree of self-service research of budget variances on the part of budget owners.

The interface is pretty dated. I also mainly use chrome as my browser and there seems to be a lag time when scrolling in a template which is a bit of a pain.

I like being able to quickly and easily navigate to what I need. I like the user interface and options given upon login.

Host Analytics has greatly improved our team's capability to quickly consolidate & close each month.

Getting benefits in terms of financial analysis and setting up consistent reporting standards.

I dont like that to complete certificaiton, all users have to attend real life class.

I originally got into Host for budgeting and it has been great for that, but I have found it great for many other things. I also love the way it can grow with me.

It can be difficult to set up a report template. Not all the modules have the same reporting tools.

Good planning tool that integrates well with excel.

Customer service is second to none. In my 30+ years in planning and analysis, I have never found a team so dedicated to ensuring their customer's success.

I was never able to go live. Never got any value out of it and they made me pay for 2 years.

It's extremely user friendly, easy to use, and allows our team to quickly consolidate, close and provide detailed financial reports each month.

The inability to do calculations in the report without creating a new template. Also as we are on Macs the inability to use spotlight in Mac Excel.

The planning tool helped us standardize our budgeting process and we're very impressed with the workforce planning module that helped us easily managing our headcount and compensation estimate.

We love the ease and flexibility of the tool. The monthly releases mean that the product is constantly making improvements.

A data pull is not immediate and can cause some frustration if data is not pulled 100% accurately the first time.

Our planning process runs more smoothly and efficiently again with less errors. We are able to consolidate our plans quicker.

OVerall is a great tool for the ease of standardizing and managing  our reports.

Indian Rupee

CloudBooks is an online invoicing software for freelancers and small business owners. You can create beautiful Invoices, send Estimates, log Expenses, track your time, manage your projects and team.


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 CloudBooks for profit analysis.


CloudBooks is free for individual freelancers and offers a tiered pricing model for small teams. Support articles are available online, as well as via phone and email.



LongDescription

Automatic Time Capture

Invoice History

Billable & Non-Billable Hours

Payment Processing

Recurring/Subscription Billing

Time Tracking

Online Time Tracking

Mobile Payments

Project Billing

Project Management

Customizable Invoices

Projections

Hourly Billing

Multi-Currency

Online Payments

Online Invoicing

Billing Portal

Tax Calculation

Client Portal

Project Tracking

Time & Expense Tracking

Billing & Invoicing

Expense Tracking

Multiple Billing Rates

Reporting/Analytics

Contact Database

Monitoring

Quotes/Estimates

Contingency Billing

Document Management

Collaboration Tools

Tax Management

Purchase Order Management

Electronic Payments

Billable Items Tracking

Customizable Reports

Access Controls/Permissions

Activity Tracking

Invoice Management

Timesheet Management

Calendar Management

Automatic Billing

Clock In/Out

Multi-Location

Employee Time Tracking

Project Time Tracking

Mobile Access

Inventory Tracking

Real Time Data

Real Time Notifications

Project Accounting

Real-Time Updates

Email Management

Activity Dashboard

Invoice Processing

Alerts/Notifications

Reporting & Statistics

Reminders

Invoice Creation

Estimating

Customizable Templates

Receipt Management

Real Time Reporting

Summary Reports

Purchasing & Receiving

Third-Party Integrations

Task Management

Inventory Management

Financial Reporting

Web browser (OS agnostic)

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

Email/Help Desk

FAQs/Forum

Knowledge Base

24/7 (Live Rep)

Chat

Self-Employed

2-10

11-50

51-200

201-500

501-1000

1000+

CloudBooks

Live Online

Webinars

Documentation

Videos

US Dollar

Planful is the pioneer of end-to-end financial close, consolidation, and financial planning & analysis (FP&A) cloud software. The Planful platform is used by the Office of the CFO around the globe to streamline business-wide planning, budgeting, consolidations, reporting, and visual analytics. More than 1,000 customers, including Boston Red Sox, Del Monte, TGI Friday’s, and 23andMe, rely on Planful to accelerate cycle times, increase productivity, and improve accuracy across the end-to-end FP&A process. Planful is a private company backed by Vector Capital, a leading global private equity firm. 

CloudBooks vs Planful

User Ratings & Reviews

Pricing

Product Demo & Screenshots

Advisor Recommendations & User Awards

Additional Info

Support and Training

Popular Comparisons