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CloudBooks

Invoice Smarter. Get Paid Faster.·cloudbooksapp.com

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CloudBooks is a cloud-based invoicing and business management platform that lets freelancers and small businesses create professional invoices in under 30 seconds, track expenses, log billable time, manage projects, and accept online payments. It offers multi-currency support, recurring billing, and integrations with popular business apps. The platform is used by over 30,000 businesses in 160+ countries.

What it's for

creating and sending professional invoicestracking billable time and converting it to invoicescapturing and categorizing business expensesaccepting online payments via credit card, PayPal, or bank transfercreating estimates and converting them to invoicesmanaging projects and tracking budgets/profitabilityteam collaboration with role-based accessgenerating financial reports (P&L, AR aging, cash flow)

Features 21

  • API access (Agency plan)
  • Automated payment reminders
  • Automatic conversion of tracked time to invoices
  • Automatic invoice numbering and tax calculations
  • Automatic payment reconciliation
  • Billable expense markup
  • Client-visible project portals
  • Customizable invoice templates with logo and branding
  • Estimates and proposals with one-click convert to invoice
  • Expense auto-categorization
  • Financial reports (P&L, AR aging, cash flow forecasting)
  • Invoice view/delivery tracking
  • Mileage tracking
  • Multi-currency support (160+ currencies)
  • One-click start/stop time tracking
  • Online payments via credit card, PayPal, and bank transfer (ACH)
  • Project and task-based time tracking
  • Project management with budget and profitability tracking
  • Receipt scanning and photo capture
  • Recurring invoices and auto-billing
  • Role-based team access control

At a glance

free tierfree trialAPI
TypeWeb app
DeploymentCloud
PlatformsWeb
Forfreelancers, small businesses, designers and creatives, developers and consultants, photographers and videographers, contractors and trades
CompanyCloudBooks · 2013

Integrations

StripePayPalQuickBooksXeroZohoSlackGoogleZapierMailchimpDropboxHubSpotTrello

Complianceself-reported

PCI-DSSGDPR

Resources

Pricing

Homepage states 'Plans start at just $9.99/month' while the pricing page lists the cheapest paid plan (Freelancer) at $9/mo — a discrepancy on the site. Trial length is stated as both 14 and 15 days in different places.

Free TrialFree

No credit card needed; site inconsistently states trial length as both 14 and 15 days.

Full access to all features for 15 days (also stated as 14 days elsewhere on the site)

Freelancer$9/mo

Homepage separately states plans start at $9.99/month, conflicting with pricing page's $9/mo listing.

100 billable clients, 1 team member, 3 active projects

Team$19/mo

Marked 'Most Popular' on pricing page.

5 team members

Agency$39/mo

Unlimited everything, Unlimited team members, API access, White-label emails, Charge cards on file, Priority feature builds

Unlimited everything

Limited Time Offer: Get 3 months free on any annual plan.

Last checked 24 days ago·