Powerful Tools, Simple Interface
Everything you need to manage your business finances in one platform. No complexity, no steep learning curve.
Create Beautiful Invoices in Seconds
Stop wasting hours on manual invoicing. CloudBooks lets you create, customize, and send professional invoices in under 30 seconds. Choose from stunning templates, add your branding, and deliver invoices that impress clients and get you paid faster.
- Customizable invoice templates with your logo and brand colors
- Automatic invoice numbering and tax calculations
- Send invoices directly via email with one click
- Recurring invoices for retainer clients
- Multi-currency support for international clients
- PDF download and print options
- Track when clients view your invoices
- Late payment interest and fees
| Item | Hrs | Rate | Amount |
|---|---|---|---|
| Website Redesign | 20 | $100 | $2,000.00 |
| Logo Design | 8 | $100 | $800.00 |
| SEO Audit | 4.5 | $100 | $450.00 |
Track Every Billable Minute
Never lose track of billable hours again. Start a timer with one click, assign time to projects and clients, and automatically convert tracked hours into accurate invoices. Know exactly where your time goes.
- One-click start/stop timer
- Manual time entry for past work
- Assign time to specific projects and clients
- Automatic conversion to invoice line items
- Weekly and monthly time reports
- Team time tracking with approval workflows
- Billable vs non-billable hour categorization
- Desktop and mobile timer access
Capture Every Business Expense
Take a photo of your receipt, upload it, and CloudBooks does the rest. Categorize expenses, attach them to projects, and bill them back to clients. Never miss a tax deduction again.
- Receipt scanning and photo upload
- Custom expense categories
- Recurring expense automation
- Client-billable expense tracking
- CSV and XLS import for bulk data
- Project-specific expense assignment
- Multi-currency expense support
- Tax-ready expense reports
Get Paid 4x Faster
Let clients pay invoices online with credit cards, PayPal, or bank transfers. Integrated payment processing means less chasing, fewer late payments, and healthier cash flow for your business.
- Accept credit and debit cards via Stripe
- PayPal integration for global payments
- Automatic payment matching to invoices
- Partial payment acceptance
- Payment receipts sent automatically
- Recurring payment collection
- Secure PCI-compliant processing
- Real-time payment notifications
Keep Every Project on Track
Organize your work by project, assign tasks to team members, and track progress from start to finish. Link time entries, expenses, and invoices to projects for complete visibility.
- Create and organize projects with descriptions
- Assign team members to projects
- Track project budgets and profitability
- Link time entries and expenses to projects
- Project-level reporting and analytics
- Client-visible project portals
- Milestone and deadline tracking
- Project templates for recurring work
Win More Clients with Professional Estimates
Send polished estimates that look as good as your invoices. When the client approves, convert the estimate to an invoice with one click. No re-entering data, no wasted time.
- Professional estimate templates
- One-click convert to invoice
- Client approval tracking
- Estimate expiration dates
- Multiple revision support
- Terms and conditions attachment
- Discount and tax handling
- Estimate vs actual reporting
Real-Time Business Insights
Make smarter business decisions with detailed reports on revenue, expenses, profitability, and client activity. See your financial health at a glance with visual dashboards.
- Profit and loss statements
- Accounts receivable aging reports
- Revenue by client and project
- Expense category breakdowns
- Tax summary reports
- Time utilization reports
- Cash flow forecasting
- Custom date range filtering
Work Together, Bill Together
Invite your team to CloudBooks with role-based access controls. Collaborate on projects, share client information, and manage workloads — all while maintaining data privacy.
- Role-based access control (Admin, Manager, Member)
- Team time tracking and approvals
- Shared client and project access
- Activity logs and audit trails
- Team performance dashboards
- Bulk user management
- SSO and security controls
- Team capacity planning
Ready to Get Paid Faster?
Join 30,000+ freelancers and small businesses who use CloudBooks to create invoices, track expenses, and manage their finances effortlessly.