Average Ratings 0 Ratings
Average Ratings 0 Ratings
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
Automated budgeting and expert support will help you take control of your finances.
We've made budgeting more convenient:
Automatic transaction imports
AI-assisted automated transaction classification
Get started with a free 1-on-1 coaching session
Support for multiple budgets, both personal and business
E-book Guide
When you need support, there is always someone on hand to help.
We offer two plans:
Premium Annual Plan
$130/year
30 day Money Back Guarantee, no questions asked
Cancel at any time after 30 days and receive a prorated refund
Lifetime Pass
$400 One-Time Payment
30 day money back guarantee
No cancellation past 30 days
All Plans Include:
Budgeting App
Support for multiple budgets, both personal and business
Live Chat Support
1 1on1 Financial Coaching session (Valued at $125)
Templates for various situations (Coming soon)
Transaction Automations (Coming soon)
Support for Products & Financial Coaching via Community
Personal Finance Guide E Book - Free
API Access
Has API
Yes
API Access
Has API
No
Integrations
Stripe
No
Pricing Details
$60/user/month
Standard CB license - $60/user/month
Non-profit discount - $45/user/month
*Quantity discounts available
Non-profit discount - $45/user/month
*Quantity discounts available
Free Trial
Yes
Free Version
Yes
Pricing Details
$130/year
$400 lifetime plan
Paid plans include a free 1on1 coaching with a financial coach
Students are free with valid student email
Paid plans include a free 1on1 coaching with a financial coach
Students are free with valid student email
Free Trial
Yes
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
Yes
Mac
Yes
Linux
Yes
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
No
Live Rep (24/7)
Yes
Online Support
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
CloudBudget
Founded
2010
Country
United States
Website
www.cloudbudget.com
Vendor Details
Company Name
Peaceful Mindful Pocket
Founded
2024
Country
United States
Website
peacefulmindfulpocket.com
Product Features
Budgeting
"What If" Scenarios
Yes
Asset Planning
Yes
Balance Sheet
Yes
Capital Asset Planning
Yes
Cash Management
Yes
Consolidation / Roll-Up
Yes
Forecasting
Yes
General Ledger
Yes
Income Statements
Yes
Multi-Company
Yes
Multi-Department / Project
Yes
Profit / Loss Statement
Yes
Project Budgeting
Yes
Run Rate Tracking
No
Version Control
Yes
Product Features
Budgeting
"What If" Scenarios
No
Asset Planning
No
Balance Sheet
Yes
Capital Asset Planning
No
Cash Management
No
Consolidation / Roll-Up
No
Forecasting
No
General Ledger
Yes
Income Statements
No
Multi-Company
No
Multi-Department / Project
No
Profit / Loss Statement
No
Project Budgeting
No
Run Rate Tracking
No
Version Control
No