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 for complete visibility into every engagement.
Project Management Built for Billing
Unlike generic project tools, CloudBooks connects your project work directly to invoicing and payments.
Task Assignment
Break projects into tasks, assign them to team members with deadlines, and track completion. Everyone knows what to do and when to do it.
Team Collaboration
Work together in shared project spaces. Comment on tasks, share files, and keep everyone aligned without endless email threads.
Budget Tracking
Set project budgets and track spending in real time. Know exactly how profitable each project is before you finish, not after.
Linked to Invoices
Time entries, expenses, and milestones link directly to invoices. Bill clients accurately with a complete record of every deliverable.
Organize Work with Projects and Tasks
Create projects for every client engagement, break them into manageable tasks, and assign ownership. Set priorities, due dates, and dependencies so nothing falls through the cracks. Your team sees a clear picture of what needs to happen and by when.
- Create unlimited projects with descriptions and budgets
- Break work into tasks with assignees and due dates
- Set task priorities and track dependencies
- Organize with tags, labels, and custom statuses
Monitor Progress and Budgets in Real Time
Stop guessing whether a project is on track. CloudBooks shows you live progress bars, budget burn rates, and time utilization at a glance. Spot scope creep early, adjust resources, and keep projects profitable from day one.
- Visual progress tracking with percentage completion
- Budget vs actual spending comparisons
- Time logged vs time estimated reports
- Profitability analysis per project
Collaborate Without the Chaos
Invite team members to projects with role-based permissions. Leave comments on tasks, share status updates, and maintain a clear audit trail. CloudBooks replaces scattered communication with structured collaboration.
- Role-based project access for team members
- Task comments and status updates
- Activity timeline for full project history
- Client-facing project portal option
From Project Completion to Invoice in Seconds
When a project wraps up, all tracked time, expenses, and milestones are ready to bill. Select the project, review the line items, and generate a detailed invoice that shows your client exactly what was delivered and what it cost.
- Auto-populate invoices from project data
- Include time entries and expenses as line items
- Attach milestone deliverables to invoices
- Generate invoices for partial or completed work
How It Works
Go from project kickoff to paid invoice in three simple steps.
Create a Project
Set up a project with client details, budget, timeline, and team members. Use templates for recurring project types.
Assign and Track Work
Add tasks, assign them to your team, and monitor progress with real-time dashboards and status updates.
Bill and Get Paid
Generate invoices from project data with one click. All time, expenses, and deliverables are ready to bill.
“We used to manage projects in one tool and invoicing in another. CloudBooks brought everything together. Now our project budgets are accurate, billing is seamless, and we have complete visibility into profitability. It saved us from a costly project overrun last quarter.”
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.