Project Management Software with Built-In Billing
Most project management tools stop at task tracking. CloudBooks connects project management directly to time tracking, expense logging, and invoicing — so no billable work falls through the cracks.
Manage Projects and Get Paid From One Platform
When project management and billing are connected, revenue stops leaking.
Organize Projects
Create projects with tasks, deadlines, and assignments. Track progress visually and keep teams aligned.
Track Time Per Task
Team members log hours against specific tasks. Every minute of work is captured and ready to bill.
Log Project Expenses
Attach expenses to projects. Travel, software, materials — everything is tracked and billable.
Invoice From Projects
Convert tracked time and expenses into invoices with one click. No re-entering data or guessing hours.
Profitability Tracking
Compare project revenue against costs in real time. Know which projects make money and which don't.
Team Collaboration
Assign tasks, share updates, and track team workload. Everyone knows what they should be working on.
Budget Monitoring
Set project budgets and track spending in real time. Get alerts before budgets are exceeded.
Deadline Alerts
Automatic notifications when tasks or projects are approaching their due dates.
Project Dashboard
See all your projects in one view. Track status, deadlines, team assignments, and budget utilization. Identify at-risk projects before they become problems.
- All projects at a glance
- Status and progress tracking
- Budget vs actual spending
- Team workload visibility
Task-Level Time Tracking
Break projects into tasks and track time at the task level. One-click timers make it easy for team members to log exactly what they're working on.
- Break projects into tasks
- Per-task time logging
- One-click start/stop timers
- Billable vs non-billable tagging
Project-to-Invoice Pipeline
When it's time to bill, select unbilled time and expenses from any project and generate a detailed invoice. Clients see exactly what they're paying for.
- Select unbilled items
- Auto-generate invoices
- Detailed line items
- Attach time logs as backup
Resource and Budget Management
Assign team members to projects, set budgets, and monitor resource utilization. Prevent overallocation and budget overruns with real-time tracking.
- Team assignment and capacity
- Budget threshold alerts
- Resource utilization reports
- Project cost forecasting
Project Management + Billing vs Separate Tools
Why an integrated platform beats using separate project and billing tools.
| Feature | CloudBooks | PM Tool + Invoicing | PM Tool Only |
|---|---|---|---|
| Project tracking | Built-in | PM tool | Built-in |
| Time tracking | Integrated | May need third tool | Limited |
| Time-to-invoice | One-click | Export + import | Not available |
| Expense tracking | Project-linked | Separate system | Not available |
| Profitability reports | Automatic | Manual calculation | Not available |
| Client invoicing | Built-in | Separate tool | Not available |
| Number of tools | 1 | 2-3 | 1 (incomplete) |
| Data consistency | Single source | Sync issues | Limited data |
“We used to run projects in Asana and bill in a separate tool. Half our expenses never made it to invoices. With CloudBooks, project management and billing are one thing — and our revenue went up 22%.”
Frequently Asked Questions
Questions about project management software with billing.
Is CloudBooks a full project management tool?
Can I assign tasks to team members?
How does project-to-invoice work?
Can I track project profitability?
Does CloudBooks replace tools like Asana or Trello?
Can I set project budgets?
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.