CloudBooks
Billing software
Expense management software
Travel & expense software
Time tracking software
Accounting & finance software
- Features
- Ease of use
- Ease of management
- Quality of support
- Affordability
- Market presence
Take the quiz to check if CloudBooks and its alternatives fit your requirements.
$9.99 per month
Free Trial
Free version unavailable
Small
Medium
Large
-
What is CloudBooks
CloudBooks is a cloud-based small business accounting platform that combines invoicing, expense tracking, and basic time tracking to support billing and bookkeeping workflows. It is typically used by freelancers and small service businesses that need to create invoices, record payments, and track expenses in one system. The product focuses on lightweight accounting features rather than full ERP depth, with an emphasis on simple setup and day-to-day financial operations.
Unified invoicing and expenses
CloudBooks brings invoicing, payment tracking, and expense recording into a single workflow, reducing the need to reconcile data across separate tools. Users can generate invoices and record customer payments alongside business expenses for basic bookkeeping. This consolidation fits small teams that want a simpler stack than broader business suites. It also supports common service-business workflows where billing and expense capture are tightly linked.
Service-oriented time tracking
The product includes time tracking features that support billable-hours workflows for consultants and agencies. Logged time can be used as an input to invoicing, helping reduce manual re-entry. This is useful for teams that do not need a dedicated professional services automation system. It aligns with lightweight project-based billing needs rather than complex resource management.
Cloud access for small teams
As a cloud application, CloudBooks supports access from multiple devices without on-premises deployment. This suits distributed teams and owners who need to manage invoicing and expenses while away from the office. The approach generally reduces IT overhead compared with self-hosted accounting tools. It is positioned for smaller organizations that prioritize straightforward administration.
Limited enterprise finance depth
CloudBooks is typically not designed for complex multi-entity accounting, advanced revenue recognition, or deep financial controls. Organizations needing robust audit trails, granular permissions, or sophisticated consolidation may outgrow it. It may also lack the breadth of modules found in larger business management suites. This can create a migration requirement as finance processes mature.
Travel and expense may be basic
While it supports expense tracking, dedicated travel & expense capabilities (such as policy enforcement, per-diem rules, mileage automation, and multi-step approvals) may be limited. Companies with formal T&E compliance requirements may need additional tooling. Receipt capture and reimbursement workflows may not match specialized expense platforms. This can increase manual review effort for finance teams.
Integrations and extensibility constraints
Compared with broader business platforms, CloudBooks may offer fewer native integrations and customization options for CRM, inventory, or advanced reporting. If APIs, webhooks, or marketplace apps are limited, connecting it to an existing stack can require workarounds. This can affect scalability for teams that rely on automated data flows. Buyers should validate integration coverage for payroll, payments, and tax workflows.
Plan & Pricing
| Plan | Price | Key features & notes |
|---|---|---|
| Team | $9.99 per month | Unlimited Invoices; Unlimited Clients; 5 Users; Unlimited Expenses; Unlimited Estimates; Unbranded; Online Payments; Unlimited Storage; Chat & Email Support. Source: official pricing page. |
| Agency | $19.99 per month | Unlimited Invoices; Unlimited Clients; Unlimited Users; Unlimited Expenses; Unlimited Estimates; Unbranded; Online Payments; Unlimited Storage; Chat & Email Support. Source: official pricing page. |
| Lifetime | $999 one-time | Unlimited Invoices; Unlimited Clients; Unlimited Users; Unlimited Expenses; Unlimited Estimates; Unbranded; Online Payments; Unlimited Storage; Chat & Email Support. One-time payment. Source: official pricing page. |
Seller details
CloudBooks (vendor information not confidently verifiable from provided context)
Unsure
Unsure
