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What is CloudBooks?

CloudBooks revolutionizes the invoicing experience by enabling quick and efficient invoice creation. With an intuitive templating system, you can choose from various designs, personalize invoices, add your logo, and tailor email communications with ease. The platform allows you to automate payment reminders and send customized follow-up messages to clients. By offering online payment methods, your clients can conveniently pay invoices using debit or credit cards, making transactions hassle-free. Furthermore, billing clients in their native currencies increases the chances of receiving payments on time. With a selection of themes available, inputting your business information and logo is a breeze, allowing you to send out elegantly designed invoices promptly. Enhance your business workflow by automating tasks like late fee charges and reminders, letting CloudBooks handle client follow-ups while you concentrate on your core responsibilities. This ensures that not only does your invoicing process become more streamlined, but your overall business operations can run with increased efficiency and productivity. Ultimately, CloudBooks empowers you to manage your finances with confidence and ease.

What is AccountEdge?

AccountEdge for both Mac and Windows is a robust accounting software solution designed for user-friendliness. Invoicing features allow users to effortlessly generate and dispatch invoices for goods, services, or billable time while keeping tabs on the payment statuses of outstanding sales. Expense management is simplified, enabling you to oversee your purchases and expenditures effectively, which in turn aids in tracking inventory and overhead costs. AccountEdge also provides tools for vendor management, payment processing, and scheduling recurring transactions. When it comes to banking, the software offers detailed management of incoming and outgoing funds, making account reconciliation straightforward with integrated bank feeds and automatic matching capabilities. Payroll management is essential, as employees represent a vital asset; thus, ensuring compliance through the tracking of their wages, accruals, and expenses is crucial for any business. With the optional payroll service, users can rest assured they are always aligned with the latest payroll tax regulations for precise processing. Inventory management features enable you to monitor your products and services, keeping track of stock levels by location to guarantee that customer demands are met without delay. At the heart of your financial oversight lies your chart of accounts, which is fundamental for effective reporting. You can maintain your general ledger, set budgets, and develop financial reports that provide deeper insights into your business's performance, empowering you to make well-informed decisions that drive growth.

Media

Media

Integrations Supported

2Subscribe
Basecamp
PayPal
SendGrid
Stripe

Integrations Supported

Axis LMS
Dropbox
Microsoft Power BI
UPS Ready
Zapier

API Availability

API Availability

Pricing Information

Pricing not provided

Pricing Information

$20/month
Free Version
Free Trial Offered?

Supported Platforms

SaaS

Supported Platforms

Windows
Mac

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub

Training Options

Documentation Hub
Webinars

Company Facts

Organization Name

CloudBooks

Date Founded

2013

Company Location

United States

Company Website

www.cloudbooksapp.com

Company Facts

Organization Name

Priority Software US

Date Founded

1989

Company Location

United States

Company Website

www.accountedge.com/

Categories and Features

Billing and Invoicing

Billing Portal
Contact Database
Contingency Billing
Customer Portal
Customizable Invoices
Dunning Management
Hourly Billing
Invoice History
Mobile Payments
Multi-Currency
Online Invoicing
Online Payments
Payment Processing
Project Billing
Recurring/Subscription Billing
Service Ticket Billing
Tax Calculator

Medical Accounting

Not specified

Professional Services Automation

Billing & Invoicing
CRM
Client Portal
Collaboration Tools
Document Management
Portfolio Management
Project Management
Proposal Generation
Quote Management
Resource Management
Time & Expense Tracking

Time and Expense

Billable Hours Tracking
Billing Rate Management
Expense Tracking
Invoice Processing
Multiple Billing Rates
Project Tracking
Time Tracking by Client
Time Tracking by Project

Trucking Accounting

Not specified

Categories and Features

Accounting

Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
CPA Firms
Expense Tracking
Fund Accounting
General Ledger
Multi-Currency
Nonprofits
Payroll Management
Project Accounting
Purchase Orders
Tax Management

Billing and Invoicing

Billing Portal
Contact Database
Customer Portal
Customizable Invoices
Hourly Billing
Invoice History
Mobile Payments
Multi-Currency
Online Invoicing
Online Payments
Payment Processing
Project Billing
Recurring/Subscription Billing

Bookkeeping

Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
Expense Tracking
General Ledger
Payroll
Spend Management

Church Accounting

Accounts Payable
Accounts Receivable
Bank Reconciliation
Budgeting & Forecasting
Donation Management
Fund Accounting
General Ledger
Payroll Management

Construction Accounting

Accounts Payable
Accounts Receivable
Billing & Invoicing
Budgeting & Forecasting
General Ledger
Job Costing
Payroll Management
Purchase Order Management
Quotes / Estimates

Fund Accounting

Accounts Payable
Accounts Receivable
Activity Tracking
Bank Reconciliation
Budgeting & Forecasting
Donor Management
General Ledger
Purchasing & Receiving

General Ledger

Not specified

Invoice Generators

Not specified

Law Firm Accounting

Not specified

Medical Accounting

Not specified

Project Accounting

Not specified

Real Estate Accounting

Accounts Payable
Accounts Receivable
Bank Reconciliation
Commission Management
General Ledger
Payroll
Reporting / Analytics

Restaurant Accounting

Not specified

School Accounting

Accounts Payable
Billing & Invoicing
Budgeting & Forecasting
Fund Accounting
General Ledger
Payroll Management
Purchasing

Subcontractor

Not specified

Trucking Accounting

Not specified

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