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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
What benefits does bexio provide? To gain insight, we reached out to our customer base, which numbers 40,000 strong—clearly, their feedback is significant. According to our survey results, bexio users save an impressive average of nearly CHF 6,000 annually! This business software propels you directly to the forefront of your industry. Companies leveraging bexio experience a 39% boost in their order processing speed. Additionally, with integrations to several banks, bexio users save approximately 2.4 hours of manual data entry each week. Remarkably, 66% of bexio customers report achieving greater success after adopting the software. Users can effortlessly generate offers, orders, invoices (including QR invoices), and credit notes using customizable templates. All PDF documents can reflect your unique branding. Users can swiftly print payment slips and conduct bank reconciliations (ESR, orange payment slip). Moreover, documents can be created in various languages. Users can send offers and invoices electronically via email directly from bexio, and with the bexioGo mobile app, documents can be scanned and uploaded seamlessly while on the go. This comprehensive suite of features enhances productivity and streamlines business operations.
API Access
Has API
API Access
Has API
Integrations
2Subscribe
Basecamp
Clockodo
Eturnity Solar Expert
Gigasheet
Inventoro
Nekton.ai
PSOhub
PayPal
Pipedream
Integrations
2Subscribe
Basecamp
Clockodo
Eturnity Solar Expert
Gigasheet
Inventoro
Nekton.ai
PSOhub
PayPal
Pipedream
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
$29 per month
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
bexio
Founded
2013
Country
Switzerland
Website
www.bexio.com/en-CH/
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
Accounting
Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
CPA Firms
Cash Management
Cryptocurrency Support
Expense Tracking
Fixed Asset Management
Fund Accounting
General Ledger
Government
Multi-Currency
Nonprofits
Payroll Management
Project Accounting
Purchase Orders
Tax Management
Business Management
Billing & Invoicing
CRM
Employee Management
Financial Management
Inventory Management
Marketing Management
Order Management
Point of Sale (POS)
Project Management
Purchasing
Scheduling
Time & Expense Tracking
Training Management
Vendor Management
CRM
Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management