Cloud Books

Cloud Books manages nonprofit finances, tracks funds, automates tasks, and ensures compliance.

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  • Overview
  • Features
  • Pricing
  • Pros
  • Cons
  • Reviews

Cloud Books Overview

  • Updated December 5, 2025

Cloud Books is a cloud-based accounting software designed for nonprofits, offering tools to streamline financial management. It simplifies bookkeeping, tracks donations, grants, and expenses, and ensures compliance with IRS regulations.

With features like real-time reporting, fund accounting, and automated workflows, it enhances transparency and efficiency, allowing nonprofits to focus on their mission while managing finances seamlessly from any device.

Key Features

  • Invoicing: Create professional, customizable invoices quickly, with options to add tracked time, expenses, and taxes, and send them to clients for faster payments.
  • Expense Tracking: Monitor and categorize business expenses in real-time, with receipt upload capabilities for accurate financial records.
  • Time Tracking: Log billable hours for projects or tasks, easily integrating tracked time into invoices for precise client billing.
  • Project Management: Manage projects with tools to assign tasks, track progress, and collaborate with team members efficiently.
  • Client Management: Organize client information, track interactions, and streamline communication through a dedicated client portal.
  • Online Payments: Accept payments via multiple gateways, with automated payment reminders to ensure timely collections.
  • Financial Reporting: Generate real-time reports like profit and loss, balance sheets, and cash flow statements for informed decision-making.
  • Multi-User Access: Allow team members or accountants to access financial data simultaneously, with customizable access levels for security.
  • Bank Integration: Connect bank accounts for seamless transaction imports and efficient reconciliation of financial data.
  • Cloud-Based Accessibility: Access financial data anytime, anywhere, from any internet-connected device, ensuring flexibility for remote work.
  • Data Security: Utilize encryption and secure cloud storage to protect financial data, with automatic backups for disaster recovery.
  • Automation: Automate repetitive tasks like invoice generation, expense categorization, and bank reconciliations to reduce errors and save time.
  • Scalability: Scale features, users, or storage as your business grows, without requiring significant infrastructure upgrades.
  • Integration: Connect with other business tools like CRM or payment platforms for streamlined workflows and data exchange.
  • Mobile App: Use the mobile app to manage invoicing, expenses, and reports on the go, available for iOS and Android.

Price

Plan Name Price Who It’s For Key Features
Lifetime Plan $999 (one-time payment) Long-term users or agencies Unlimited invoices, clients, users, estimates, expenses; unbranded; includes online payments, unlimited storage, email & chat support.
Team Plan $9.99/month Small teams (up to 5 users) All Lifetime features, plus capped at 5 users; unlimited everything else.
Agency Plan $19.99/month Larger teams or agencies Full features with unlimited users; similar to above but with more user flexibility.

Check Pricing details: https://www.cloudbooksapp.com/pricing

Pros

Competitor Pros of CloudBooks
QuickBooks Enterprise CloudBooks focuses tightly on invoicing, expenses, time and project tracking, and it offers simpler, more targeted workflows, while QuickBooks Enterprise covers broad accounting and payroll functions but comes with more complexity and a higher price.
Zoho Invoice CloudBooks is more than just invoice generation—it also includes time tracking, expenses, and project management in one place, while Zoho Invoice is narrowly focused on invoices (and does not include full accounting features).
Xero CloudBooks provides specialized, streamlined tools for small business billing and expense tracking, which some users may find more straightforward than Xero’s extensive accounting suite and its multiple pricing tiers.
FreshBooks Like CloudBooks, FreshBooks focuses on invoicing, expense tracking, and time management. But CloudBooks adds project and team management in a unified interface, which simplifies handling client work compared to FreshBooks.
Paylocity CloudBooks delivers a more affordable solution centered on billing and project tracking, whereas Paylocity targets HR, payroll, and workforce management, which may be overkill if all you need is invoicing.

Cons

Competitor Cons of CloudBooks
QuickBooks Enterprise CloudBooks lacks the breadth of full accounting, payroll, and enterprise-level financial reporting that QuickBooks Enterprise offers.
Zoho Invoice CloudBooks doesn’t offer a free plan like Zoho Invoice does, which may deter very small teams or sole proprietors on tight budgets.
Xero CloudBooks does not support bank reconciliation or integrate closely with bank accounts, as Xero does—so bookkeeping may be more hands-on.
FreshBooks CloudBooks does not have as many payroll integrations, or full double-entry accounting features that FreshBooks supports.
Paylocity CloudBooks lacks the HR and payroll modules that Paylocity offers, so it is less useful for businesses needing those tools.

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