CloudBooks Features

CloudBooks

Online invoicing, time tracking, payment & expense software

3.54/5 (13 reviews)

Competitor Feature Comparison

Activity Dashboard
Activity Tracking
Alerts/Notifications
Automatic Time Capture
Billable & Non-Billable Hours
Billable Items Tracking
Billing & Invoicing
Billing Portal
Client Portal
Contact Database
Contingency Billing
Credit Card Processing
Customizable Branding
Customizable Invoices
Customizable Templates
Data Import/Export
Document Management
Electronic Payments
Estimating
Expense Tracking
Hourly Billing
Invoice History
Invoice Management
Invoice Processing
Mobile Access
Mobile App
Mobile Payments
Mobile Time Tracking
Monitoring
Multi-Currency
Multiple Billing Rates
Online Invoicing
Online Payments
Online Time Tracking
Payment Processing
Project Accounting
Project Billing
Project Management
Project Time Tracking
Project Tracking
Projections
Quotes/Estimates
Receipt Management
Recurring/Subscription Billing
Reminders
Reporting/Analytics
Sales Tax Management
Status Tracking
Tax Calculation
Time & Expense Tracking
Time Tracking
Time Tracking by Client
Time Tracking by Project
Timer
Timesheet Management
Learn moreCompare App
Activity Dashboard
Activity Tracking
Alerts/Notifications
Automatic Time Capture
Billable & Non-Billable Hours
Billable Items Tracking
Billing & Invoicing
Billing Portal
Client Portal
Contact Database
Contingency Billing
Credit Card Processing
Customizable Branding
Customizable Invoices
Customizable Templates
Data Import/Export
Document Management
Electronic Payments
Estimating
Expense Tracking
Hourly Billing
Invoice History
Invoice Management
Invoice Processing
Mobile Access
Mobile App
Mobile Payments
Mobile Time Tracking
Monitoring
Multi-Currency
Multiple Billing Rates
Online Invoicing
Online Payments
Online Time Tracking
Payment Processing
Project Accounting
Project Billing
Project Management
Project Time Tracking
Project Tracking
Projections
Quotes/Estimates
Receipt Management
Recurring/Subscription Billing
Reminders
Reporting/Analytics
Sales Tax Management
Status Tracking
Tax Calculation
Time & Expense Tracking
Time Tracking
Time Tracking by Client
Time Tracking by Project
Timer
Timesheet Management
Visit WebsiteCompare App
Activity Dashboard
Activity Tracking
Alerts/Notifications
Automatic Time Capture
Billable & Non-Billable Hours
Billable Items Tracking
Billing & Invoicing
Billing Portal
Client Portal
Contact Database
Contingency Billing
Credit Card Processing
Customizable Branding
Customizable Invoices
Customizable Templates
Data Import/Export
Document Management
Electronic Payments
Estimating
Expense Tracking
Hourly Billing
Invoice History
Invoice Management
Invoice Processing
Mobile Access
Mobile App
Mobile Payments
Mobile Time Tracking
Monitoring
Multi-Currency
Multiple Billing Rates
Online Invoicing
Online Payments
Online Time Tracking
Payment Processing
Project Accounting
Project Billing
Project Management
Project Time Tracking
Project Tracking
Projections
Quotes/Estimates
Receipt Management
Recurring/Subscription Billing
Reminders
Reporting/Analytics
Sales Tax Management
Status Tracking
Tax Calculation
Time & Expense Tracking
Time Tracking
Time Tracking by Client
Time Tracking by Project
Timer
Timesheet Management
Visit WebsiteCompare App

CloudBooks Feature Reviews

10 reviewers had the following to say about CloudBooks's features:

Alonso M.

Why We Recommend CloudBooks

2015-07-17

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.

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
David J.

CloudBooks has made my consulting business much simpler to manage

2017-07-18

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Esmady E.

Reduce your accounting time

2018-12-05

Open your extra time save on accounting for other valuable thing

Pros

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
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Software Advice
Helpful?   Yes   No
Read more
Mark N.

Excellent Software

2015-05-08

The software is ready for multiple currencies Cons: None so far.

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Rajesh B.

A ok ok billing tool

2019-01-31

can be a good experience and need improvement.

Pros

you can create reports and send to you clients at their email address. you can create as many format as you need.

Cons

user interface is not friendly and not easy to use ,please improve it and make it more smooth for user.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Occasionally

Likelihood to recommend

7/10
Source: Software Advice
Helpful?   Yes   No
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Chris J.

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

2017-07-18

Not much since I used it in testing of different time-tracking & invoicing apps, but I would definitely applaud their support team.

Pros

Great support team. Fairly straight-forward to use. Very nice looking front-end, which they did not have originally. Actually one of the better looking ones I have seen.

Cons

I'm not a big fan of the straight line timing of items, but it seems to work fine regardless. When I tested the app, they did not have in-line task creation when starting a timer. Have really enjoyed that on other apps like primaerp.com.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Frequency of use: Occasionally

Likelihood to recommend

7/10
Source: Capterra
Helpful?   Yes   No
Read more
BrannDon A.

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

2017-07-26

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.

Cons

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Frequency of use: Occasionally

Likelihood to recommend

5/10
Source: Capterra
Helpful?   Yes   No
Read more
ron K.

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

2017-07-28

Pros

Cloud based application allows for users to see invoices from anywhere

Cons

-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
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
JOHN B.

Most features don't work, or don't work well.

2017-07-18

Pros

Has a nice feature set (when it works) and it is cheap, since I only use it for a few clients I'm willing to put up with the bugs.

Cons

Base functionality is OK for basic invoicing. Support is absolute rubbish.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Monthly

Source: Capterra
Helpful?   Yes   No
Read more
james g.

Great app, just what we needed,.

2015-05-07

Very responsive customer service. A real Pleasure to deal with!!

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No

Response from CloudBooks


Thank you James. Android app in development and will be live soon.

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