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CloudBudget

by CloudBudget · Since 2012
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ActiveAvailable globally
Quick facts
VendorCloudBudget
Year launched2012
StatusActive
LocationCloudBudget, LLC. 600 Copperline Drive, #202 Chapel Hill, NC, 27516
Countries servedGlobal
Languages13
Integrations
Free tier
Free trial
Contact sales

About CloudBudget

CloudBudget is a budgeting software from CloudBudget designed for financial planning and management. It offers features such as expense tracking, budget forecasting, and customizable reports so users can make informed financial decisions. This platform helps individuals and businesses maintain control over their finances by providing insights into spending habits and budget adherence. Users can easily create and modify budgets according to their needs, ensuring better allocation of resources. Key capabilities: expense tracking budget forecasting customizable reports financial analysis user-friendly interface Best for: individuals and businesses that need effective budget management solutions.

CloudBudget is a powerful, cloud-based budgeting software designed for businesses and organizations that need an efficient way to manage their finances. Built on the Salesforce platform, CloudBudget offers a flexible, integrated solution that enables users to streamline their financial management processes, from budgeting to forecasting. It helps organizations eliminate the complexities and errors that come with traditional spreadsheet-based budgeting by providing a centralized system where data can be analyzed and accessed in real-time. The software is ideal for both small businesses and large enterprises, offering scalable features that meet various budgeting needs. The user interface of CloudBudget is designed to be intuitive and easy to use, allowing even those without a financial background to navigate the system with ease. With customizable dashboards, users can create tailored views and visualizations that present key financial data in a way that best suits their organization’s needs. The software’s ease of use is complemented by dynamic, real-time reporting features, allowing users to track budget progress, compare planned versus actual expenditures, and make informed decisions based on up-to-date information.

Pros & Cons

What users like
  • +Seamless integration with Salesforce, ideal for Salesforce users.
  • +Cloud storage enables easy collaboration for remote teams.
  • +Helpful budgeting capabilities.
What users flag
  • Less appealing for companies that do not use Salesforce.

Features

Key features

Real-Time Planning
CloudBudget enables users to synthesize and analyze financial data in real-time, ensuring that all budgeting activities are up-to-date and ready for decision-making.
Variance Analysis
Track and compare planned budgets against actuals to evaluate performance and make necessary adjustments.
Rolling Forecasts
Helps businesses forecast future financial performance and adjust plans as necessary, improving long-term financial planning.
Customizable Dashboards
Users can create and customize dashboards to present key financial data in the way that best suits their organization.
Budget Templates
Start budgeting quickly with pre-designed templates that streamline the budgeting process.
Multicurrency Support
Ideal for international businesses, CloudBudget supports multiple currencies, making it easy to manage budgets across different regions.

Additional features

Dedicated Planning Modules
Specialized modules for budgeting and financial planning that align with business needs.
Embedded Financial Logic
Automatically apply financial rules and logic, reducing the risk of human error.
Approval Workflow
Set up approval processes within CloudBudget to streamline financial workflows and ensure compliance.
Import/Export to Excel
Easily import and export financial data from and to Excel, facilitating data management.
Customizable Interface
Tailor the CloudBudget interface to suit the unique needs of your organization.
Dynamic, Customizable Reporting
Create and customize detailed financial reports that provide insights into the budgeting process.
Analytics Dimensions
Use advanced analytics features to analyze financial data from different perspectives.
Error-Free Reports
Minimize formula errors and version control issues through the power of Salesforce integration.

Pricing

Free trial
Free version
Request a quote
Promo Offer

Monthly plans

Cloudbudget Express

USD 25

Cloudbudget For Non Profit

USD 50

Cloudbudget Pro

USD 60

Countries & Languages

Global
Countries served
13
Interface languages
1
Billing currencies

Interface languages

EnglishSpanishFrenchGermanItalianPortugueseChineseJapaneseKoreanRussianDutchArabicHindi.

Billing currencies

🇺🇸USD

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