Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
All your budgeting and purchasing management needs are consolidated in one platform, encompassing budgeting, request handling, approvals, procurement processes, receiving, invoicing, payments, and analytics, all conveniently available anytime and anywhere. Stay informed with up-to-the-minute budget reports, purchasing dashboards, and timely system notifications to guide you throughout the process. Decision-making is enhanced through insights derived from comprehensive analytical data. The platform allows for adaptable customization of budget control and purchasing approval rules, accommodating a variety of scenarios. Pricing plans are designed to be scalable and cater to businesses of any size. It offers versatile multi-dimensional budget oversight, monitoring capabilities, dashboards, and comprehensive reporting. The purchase request process is streamlined with supportive assistants and resources to facilitate informed decisions. Additionally, receiving and returning items is directly linked to purchase orders, with dedicated reports to monitor the status of order lines. The system can automatically generate invoices from purchase orders, equipped with intelligent checks and reminders to prevent both over and under invoicing, ensuring accuracy and efficiency in financial transactions. With these features, businesses can optimize their budgeting and purchasing processes effectively.
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.
API Access
Has API
No
API Access
Has API
Yes
Integrations
No details available.
Integrations
No details available.
Pricing Details
$60 per month
Free Trial
Yes
Free Version
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
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
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
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
Approvol
Founded
2019
Country
United Kingdom
Website
approvol.com
Vendor Details
Company Name
CloudBudget
Founded
2010
Country
United States
Website
www.cloudbudget.com
Product Features
Budgeting
"What If" Scenarios
Yes
Asset Planning
No
Balance Sheet
No
Capital Asset Planning
No
Cash Management
No
Consolidation / Roll-Up
No
Forecasting
Yes
General Ledger
Yes
Income Statements
No
Multi-Company
No
Multi-Department / Project
Yes
Profit / Loss Statement
Yes
Project Budgeting
No
Run Rate Tracking
No
Version Control
Yes
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