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Average Ratings 0 Ratings
Description
CloudBooks simplifies the invoicing process, allowing you to generate invoices swiftly and effectively. Our user-friendly templating system enables you to select a design, create and tailor invoices, incorporate your logo, and customize your email communications effortlessly. You can automate payment reminders and craft personalized follow-up messages for your clients. By enabling online payment options, your clients can conveniently settle invoices using debit or credit cards. Additionally, you can bill clients in their local currencies, enhancing the likelihood of timely payments. With an array of themes to choose from, you can easily input your business details, add your company logo, and begin dispatching beautifully designed invoices to your clients. Streamline your business operations by automating processes such as late payment fees and reminders, allowing CloudBooks to manage client follow-ups while you focus on the essential aspects of your work. This way, you can ensure that your business runs smoothly and efficiently.
Description
Unlock the potential of AP automation with RapidAP and begin your journey towards cost reduction and business transformation today. Our cutting-edge Optical Character Recognition technology seamlessly handles a wide variety of invoice formats, including pdf, jpg, png, doc, xls, and more. With a wealth of experience and a proven track record, we specialize in delivering tailored solutions to meet your unique needs. Our dedicated team will evaluate your current processes and engage with you to explore various options that align with your goals. Every solution we offer is compatible with desktops, tablets, and mobile devices, ensuring flexibility and accessibility. We can efficiently manage files in formats such as PDF, BMP, DOC, GIF, JPG, PNG, TIFF, DOCX, XLS, and XLSX, though we do not support compressed files, password-protected documents, or email attachments. After importing an email, our system will intelligently sort invoices into separate documents while utilizing OCR technology, making your workflow more efficient than ever before. This comprehensive approach not only streamlines your invoice processing but also enhances overall productivity within your organization.
API Access
Has API
API Access
Has API
Integrations
2Subscribe
Basecamp
PayPal
SendGrid
Stripe
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
CloudBooks
Founded
2013
Country
United States
Website
www.cloudbooksapp.com
Vendor Details
Company Name
Efficiency Leaders
Founded
2009
Country
Australia
Website
www.efficiencyleaders.com
Product 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
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
Activity Tracking
Billable Hours Tracking
Billing Rate Management
Expense Tracking
Invoice Processing
Multiple Billing Rates
Project Tracking
Reimbursement Management
Time Tracking by Client
Time Tracking by Project
Product Features
Accounts Payable
Approval Process Control
Bank Reconciliation
Cash Management
Check Writing
Duplicate Payment Alert
Fraud Detection
General Ledger Entry
Vendor Management