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8.7

SpotScore

CloudBooks

CloudBooks Review: Is It The Right Expense Management Software For Your Team?

Best for SMB teams · Mid-market

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Spotsaas Analysis for CloudBooks

CloudBooks at 4.4/5 from 24 reviews and SpotScore 8.7 serves Travel Coordinators, Expense Managers, and Operations Directors at small to medium-sized businesses who need to combine time tracking with expense reporting. The platform merges time tracking and invoicing in a single interface, reducing the need to switch between separate tools. The free tier limits invoice volume, which may constrain early-stage users.

Expense management software automates receipt capture, approval workflows, and reconciliation for finance teams and operations leaders. It replaces manual spreadsheet tracking and cuts the time spent on expense report processing by consolidating data entry and approval steps.

Quick picks:

Best overallCloudBooksBest for Travel CoordinatorsCloudBooksBest for small teamsCloudBooksBest free optionCloudBooks

What is CloudBooks?

CloudBooks is a web-based expense management software. It helps businesses and governments manage their employees' travel, hospitality, auto rental and other business expenses. The application enables sharing of business expenses, calculating the cost of travel per kilometer or per mile, booking travel hotels, online airport transfers and more.

Pricing

  • Free Trial available

Best For

Built for growing teams, from small businesses to mid-market

Security & Compliance

  • Data residency:Global

Platform

  • Web + mobile app (iOS & Android)

CloudBooks Screenshots

CloudBooks was reviewed internally using user feedback, in-house testing, and market research to assess its performance, reliability, and user experience. Learn how we review products and our evaluation process.

Who should consider CloudBooks

Use cases
Government, Consulting, Construction
Team types
Travel Coordinator, Expense Manager
Company size
10–250 employees

Why teams choose CloudBooks

  • Streamlines time tracking and business accounting, consolidating tasks effectively.

  • User-friendly interface merging time tracking and invoicing simplifies operations.

  • Seamless integration with PayPal enhances professionalism and client trust.

Is CloudBooks right for you?

What buyers should know before shortlisting CloudBooks

CloudBooks is a highly reliable and efficient online invoicing and billing solution that simplifies business operations. Users appreciate its intuitive interface that merges time tracking and accounting seamlessly, offering a visually pleasing experience.

The platform's ability to combine tasks like invoicing and project management in one place is particularly lauded, making it a go-to choice for businesses needing streamlined operations. While some users mentioned minor glitches and limited features on the free account, the overall consensus remains positive.

CloudBooks excels in providing superb client management, fast software performance, and responsive customer support. Its versatility in catering to various business needs, such as online invoice creation and expense tracking, sets it apart as a valuable tool for entrepreneurs and freelancers alike.

Despite slight pricing concerns for certain users, CloudBooks continues to impress with its ease of use and reliability. For businesses seeking an affordable yet comprehensive invoicing solution, CloudBooks stands out as a top contender, offering a range of features to enhance financial management and client relationships.

Pros and cons

CloudBooks pros and cons

  • CloudBooks pros
  • Streamlines time tracking and business accounting, consolidating tasks effectively.

  • User-friendly interface merging time tracking and invoicing simplifies operations.

  • Seamless integration with PayPal enhances professionalism and client trust.

  • CloudBooks cons
  • Limited free account features, such as the number of invoices, may restrict usability.

  • Slow customer support response times can be a drawback for timely issue resolution.

4.4/5 rating
11 verified reviews
Free trial available

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Still comparing?

See how it stacks up

Compare CloudBooks side-by-side with top Expense Management Software alternatives.

RAMP Finance
Zoho Expense
Expensify
+9 more
Compare alternatives

What is the pricing of CloudBooks?

Free TrialAvailableTry Now →
Free Plan✓ Included
Pricing Model
FreemiumSubscription

Weighing your options?

Not sure if CloudBooks fits your budget?

CloudBooks reviews and ratings

Buyer sentiment

Buyer sentiment is positive across 11 reviews, with strong overall satisfaction.

What buyers like

  • Streamlines time tracking and business accounting, consolidating tasks effectively.
  • User-friendly interface merging time tracking and invoicing simplifies operations.
  • Integration with PayPal enhances professionalism and client trust.

Common complaints

  • Limited free account features, such as the number of invoices, may restrict usability.
  • Slow customer support response times can be a drawback for timely issue resolution.
  • Pricing, especially for premium versions, might pose challenges for certain organizations.

4.4

Very Good

Based on 24 ratings & 11 reviews

Are you using CloudBooks?

Rating Distribution

Excellent

(9)

Very Good

(2)

Good

(0)

Poor

(0)

Terrible

(0)

What users are saying

TV

Toni V

12/10/19

5 out of 5

My favourite business bookeeper!

What do you like best? I enjoy how easy it is to do takes like time tracking & monitoring my business accounting. The platform is pretty easy to ...

Read more

AI

Administrator in Marketing and Advertising

12/05/19

5 out of 5

Great for a team of freelancers

What do you like best? Since we had multiple people working freelance this made time tracking and project management easy, with an all-in-one place ...

Read more

DJ

Damnik J

12/04/19

4.5 out of 5

Personal Experience with CloudBooks

What do you like best? Cloudbooks is an accounting tool suitable for small businesses. Project management and billing becomes easy. We can create ...

Read more

SS

sebin s

11/28/19

4.5 out of 5

Invoicing made easy

What do you like best? Providing cloud capabilities to the invoicing and inventory management is the best thing that I noted about cloudbooks. It's ...

Read more

SS

Sandeep Singh

07/31/19

4 out of 5

Very fast and neat invoicing software

PROS & CONS What are the best aspects of this product? Easy Invoicing Superb Client Management Very fast software Works on mobile browser too ...

Read more

JW

Joyce W

12/03/18

4.5 out of 5

The Best Invoicing Software for Modern Businesses

What do you like best? CloudBooks is the best online billing and invoicing software that we have ever used in our company. The tool is easy to ...

Read more

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What are the features of CloudBooks?

35%

Feature coverage

11 of 31 tracked features

CloudBooks' Bank Feed Sync automatically connects and imports financial transactions from linked bank accounts into the platform. This featu…

CloudBooks' Mileage Tracking feature lets users log distance traveled for business purposes either manually or via integrated tools. It calc…

CloudBooks supports Multi-level Approval, letting expense reports go through several levels of authorization based on predefined criteria li…

CloudBooks' Receipt Management feature lets employees upload and organize digital receipts linked to corresponding expense entries. This red…

The Receipt Scanner in CloudBooks uses OCR technology to extract key data such as amount, date, and vendor from scanned or photographed rece…

CloudBooks provides a Reconciliation Summary feature that consolidates expenses, card transactions, and bank feeds into a single view. It he…

CloudBooks' Reimbursement Management feature simplifies the process of reviewing and processing employee reimbursement requests. Once expens…

CloudBooks lets organizations manage Spend Control by defining expense limits, setting rules, and enforcing real-time monitoring of spending…

Tax Claim is a feature that allows users to claim tax deductions and credits on their income tax returns. This feature helps individuals and…

CloudBooks integrates with various accounting platforms, payroll systems, and other business tools. This interoperability allows automatic s…

CloudBooks' Time & Expense Tracking allows users to log hours worked and corresponding expenses in one place. It supports project-based bill…

Security & Compliance

CloudBooks security and data handling

Key compliance certifications and security features for IT and security teams evaluating CloudBooks.

Certifications

HIPAA✗ Not certified

Developer & data

Data residency
🌐

Alternatives to CloudBooks

Best for Small Businesses

All-in-One Platform for Smarter ...

Visit websiteCompare CloudBooks vs RAMP Finance

Great for Growing Teams

Streamline your expense management ...

8.8

Excellent

Visit websiteCompare CloudBooks vs Zoho Expense

Streamline your expenses, get paid ...

9.8

Very Good

Compare CloudBooks vs Expensify

Take control of business travel ...

8.3

Excellent

Compare CloudBooks vs Deem Work Fource

Simplify expense management, save ...

9.5

Excellent

Compare CloudBooks vs Airbase

Streamline expense management for ...

9.3

Excellent

Compare CloudBooks vs Fyle

Streamline expenses, boost savings.

8.5

Compare CloudBooks vs ExpenseTron

Simplify expenses, streamline spending.

9.2

Very Good

Compare CloudBooks vs Brex

Effortlessly manage expenses and ...

8.5

Very Good

Compare CloudBooks vs Concur Expense

Streamline your expenses and save

8.2

Compare CloudBooks vs Replicon Expense

Effortless receipt organization and ...

9.1

Very Good

Compare CloudBooks vs Shoeboxed

Simplify expense tracking, anytime ...

8.6

Compare CloudBooks vs Expense On Demand

Why buyers keep looking beyond CloudBooks

  • While CloudBooks covers hotel and travel booking, businesses may prefer platforms with broader integrations into ERP and finance systems for end-to-end automation.

  • Some organizations prefer solutions with automated spend controls, real-time rule validation, and flagging of non-compliant entries.

  • Companies with multi-level, department-specific approval processes may seek tools that allow for greater customization in workflow management.

  • Teams operating remotely or on business travel often prioritize apps that support offline expense capture, automatic geolocation tagging, and real-time submission.

  • Finance managers looking for real-time insights and trend analysis may choose platforms with advanced analytics and customizable dashboards.

  • For organizations working across regions, tools with detailed VAT/GST automation and currency conversion are often prioritized.

Help & Contact

CloudBooks Support Options

Customer Service24/7 (Live rep)Business HoursOnline
LocationSt. Petersburg, Florida

Connect with CloudBooks

Frequently Asked Questions About CloudBooks

Common questions buyers ask before choosing CloudBooks.

CloudBooks is a Expense Management Software. CloudBooks offers Time & Expense Tracking, Mileage Tracking, Third-party Integration, Reimbursement Management, Spend Control and many more functionalities.

Buyers commonly note the following limitations of CloudBooks: Limited free account features, such as the number of invoices, may restrict usability.; Slow customer support response times can be a drawback for timely issue resolution.; Pricing, especially for premium versions, might pose challenges for certain organizations..

Some top alternatives to CloudBooks includes RAMP Finance, Zoho Expense, Expensify, Deem Work Fource and Expense On Demand.

CloudBooks offers Free Trial, Freemium, Subscription pricing models

We don't have information regarding integrations of the CloudBooks as of now.

The starting price is not disclosed by CloudBooks. You can visit CloudBooks pricing page to get the latest pricing.

Free buyer scorecard

Evaluate CloudBooks with the expense management software buyer scorecard

A weighted expense management software scorecard to assess CloudBooks objectively and compare it against the alternatives.

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About the reviewer

Rajat Gupta is the founder of Spotsaas. Over the past two years, he has reviewed 2,000+ tools across CRM, HR, AI, and finance — applying hands-on product research and a background in commerce and the CFA program to evaluate software through a business and ROI lens. His goal: help teams make software decisions they won't regret.

Disclaimer: This research has been collated from a variety of authoritative sources. We welcome your feedback at [email protected].