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Description

Check out the Lightning version's planning process. It takes only ten minutes to understand how it works. CloudBudget allows you to plan your budget and track the financial stability of your company with line-item budgetary tracking. CloudBudget has been helping organizations of all sizes and types plan and budget better since 2010. We sought to solve the problem of spreadsheet-centric budgeting that many organizations still rely on, despite its many drawbacks. Our goal was to create a product that leverages Salesforce's strengths and the force.com platform to provide relief for organizations that struggle with consolidation, workflow control validation, permission control, reporting, integration, and other basic budgeting tasks that spreadsheet methods make difficult.

Description

Streamline the budgeting process across the entire organization by utilizing a user-friendly, web-based platform integrated with Excel that automates oversight and manages the budget workflow. This approach allows for a clear comparison of actual versus planned figures, enabling more informed decision-making through an Excel-centric reporting system that minimizes repetitive tasks and mitigates the risk of errors associated with manual data handling. Ultimately, this modernization not only enhances efficiency but also promotes accuracy in financial planning and analysis.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Microsoft Dynamics 365
Microsoft Dynamics 365 Business Central
Microsoft Dynamics GP

Integrations

Microsoft Dynamics 365
Microsoft Dynamics 365 Business Central
Microsoft Dynamics GP

Pricing Details

$60/user/month
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

CloudBudget

Founded

2010

Country

United States

Website

www.cloudbudget.com

Vendor Details

Company Name

insightsoftware

Founded

2000

Country

United States

Website

insightsoftware.com/jet/jet-budgets/

Product Features

Budgeting

"What If" Scenarios
Asset Planning
Balance Sheet
Capital Asset Planning
Cash Management
Consolidation / Roll-Up
Forecasting
General Ledger
Income Statements
Multi-Company
Multi-Department / Project
Profit / Loss Statement
Project Budgeting
Run Rate Tracking
Version Control

Product Features

Budgeting

"What If" Scenarios
Asset Planning
Balance Sheet
Capital Asset Planning
Cash Management
Consolidation / Roll-Up
Forecasting
General Ledger
Income Statements
Multi-Company
Multi-Department / Project
Profit / Loss Statement
Project Budgeting
Run Rate Tracking
Version Control

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