CloudBooks

CloudBooks

Online invoicing, time tracking, payment & expense software

3.8/5 (12 avis)

CloudBooks - Présentation

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.

Prix

À partir de
10,00 $US/mois
Types de licence
version d'essai gratuite
Gratuit
Abonnement
Rapport qualité-prix

Appareils

Type d'entreprise

S
M
L

Disponible dans les pays suivants

États-Unis

Langues

anglais

CloudBooks - Avis

Note globale
3.8/5
67% d'avis positifs
4
Excellent
4
Très bien
2
Moyen
1
Médiocre
1
Horrible
Esmady E.
Traduire avec Google Translate

Reduce your accounting time

Logiciel utilisé tous les jours pendant plus de deux ans
Publié le 05/12/2018
Provenance de l'avis : SoftwareAdvice

Open your extra time save on accounting for other valuable thing

Avantages

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

Inconvénients

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

Note détaillée

Rapport qualité-prix
Simplicité d'utilisation
Support client

Probabilité de recommander le produit

10.0/10
David J.
Traduire avec Google Translate

CloudBooks has made my consulting business much simpler to manage

Logiciel utilisé tous les jours pendant plus d'un an
Publié le 18/07/2017
Provenance de l'avis : Capterra

simplifying my billing

Avantages

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.

Inconvénients

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.

Note détaillée

Rapport qualité-prix
Simplicité d'utilisation
Support client

Probabilité de recommander le produit

9.0/10
Ron K.
Traduire avec Google Translate

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

Logiciel utilisé tous les jours pendant 6 à 12 mois
Publié le 28/07/2017
Provenance de l'avis : Capterra

Avantages

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

Inconvénients

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

Note détaillée

Rapport qualité-prix
Simplicité d'utilisation
Support client

Probabilité de recommander le produit

8.0/10
Alonso M.
Traduire avec Google Translate

Why We Recommend CloudBooks

Publié le 17/07/2015
Provenance de l'avis : 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.

Note détaillée

Simplicité d'utilisation
Support client

Branndon A.
Traduire avec Google Translate

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

Publié le 26/07/2017
Provenance de l'avis : 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.

Avantages

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

Inconvénients

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.

Note détaillée

Rapport qualité-prix
Simplicité d'utilisation
Support client

Probabilité de recommander le produit

5.0/10

CloudBooks - Prix

À partir de
10,00 $US/mois
Types de licence
version d'essai gratuite
Gratuit
Abonnement
Rapport qualité-prix

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

CloudBooks - Fonctionnalités


  • API
  • Analyse financière
  • Données en temps réel
  • Facturation
  • Gestion de la comptabilité
  • Gestion de la conformité
  • Gestion des factures
  • Gestion des flux de travail
  • Importation et exportation de données
  • Intégration comptable
  • Intégration de tiers
  • Notifications automatiques
  • Paiements électroniques
  • Prise en charge de plusieurs devises
  • Rapports et statistiques
  • Rapports personnalisables
  • Réceptions
  • Suivi des frais
  • Tableau de bord d'activités
  • Traitement des factures

Plus d'informations sur CloudBooks

CloudBooks - Principales fonctionnalités

Avantages

• 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 - FAQ

Voici quelques-unes des questions fréquentes sur CloudBooks.

Q. Quels sont les types de licence disponibles pour CloudBooks ?

Types de licences disponibles pour CloudBooks :

À partir de: 10,00 $US/mois

Type de licence: Gratuit, Abonnement

version d'essai gratuite: Disponible

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

Q. Quelles sont les principales fonctionnalités du logiciel CloudBooks ?

Nous n'avons pas d'informations sur les fonctionnalités de CloudBooks.

Q. Qui utilise CloudBooks ?

Utilisateurs habituels du logiciel CloudBooks :

Auto-entrepreneurs, Entreprises de taille moyenne, PME

Q. Dans quelles langues CloudBooks est-il disponible ?

Langues dans lesquelles CloudBooks est disponible :

anglais

Q. Quels sont les types de licence disponibles pour CloudBooks ?

Types de licences disponibles pour CloudBooks:

Gratuit, Abonnement

Q. CloudBooks prend-il en charge les appareils mobiles ?

Nous n'avons pas d'informations sur les appareils pris en charge par CloudBooks.

Q. Avec quelles applications CloudBooks peut-il s'intégrer ?

Applications s'intégrant à CloudBooks :

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

Q. Quelles sont les ressources d'aide disponibles pour CloudBooks ?

Ressources d'aide disponibles pour CloudBooks :

FAQ, Base de connaissances, Support en ligne, Support téléphonique