Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
With our system, both your employees and clients can conveniently access features for tracking time, managing tasks, and processing invoices from any location. We have developed a superior solution to help you stay organized. Cashboard seamlessly integrates all of your business functions, enabling you to monitor everything—from client proposal acceptances to outstanding payments. Built from the ground up, Cashboard effectively addresses your organizational challenges. Our expertise in enhancing productivity allows us to assist you in achieving the same results. Many so-called "easy" solutions quickly become inadequate as your needs evolve, leaving you trapped with subpar tools. In contrast, we prioritize providing you with maximum flexibility and robust capabilities while ensuring ease of use for both your staff and clients, creating a comprehensive experience that adapts as your business grows. With Cashboard, you won’t just keep up; you’ll stay ahead.
Description
CloudBooks simplifies the invoicing process, allowing you to generate invoices swiftly and effectively. Our user-friendly templating system enables you to select a design, create and tailor invoices, incorporate your logo, and customize your email communications effortlessly. You can automate payment reminders and craft personalized follow-up messages for your clients. By enabling online payment options, your clients can conveniently settle invoices using debit or credit cards. Additionally, you can bill clients in their local currencies, enhancing the likelihood of timely payments. With an array of themes to choose from, you can easily input your business details, add your company logo, and begin dispatching beautifully designed invoices to your clients. Streamline your business operations by automating processes such as late payment fees and reminders, allowing CloudBooks to manage client follow-ups while you focus on the essential aspects of your work. This way, you can ensure that your business runs smoothly and efficiently.
API Access
Has API
No
API Access
Has API
No
Integrations
2Subscribe
No
Basecamp
No
MerchantPlus
Yes
PayPal
No
SendGrid
No
Stripe
No
Integrations
2Subscribe
Yes
Basecamp
Yes
MerchantPlus
No
PayPal
Yes
SendGrid
Yes
Stripe
Yes
Pricing Details
$8.25 per user per month
Free Trial
No
Free Version
No
Pricing Details
No price information available.
Free Trial
No
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
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
No
Webinars
No
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
Casa Curren, LLC
Website
cashboardapp.com
Vendor Details
Company Name
CloudBooks
Founded
2013
Country
United States
Website
www.cloudbooksapp.com
Product Features
Billing and Invoicing
Billing Portal
Yes
Contact Database
Yes
Contingency Billing
No
Customer Portal
No
Customizable Invoices
No
Dunning Management
Yes
Hourly Billing
No
Invoice History
Yes
Mobile Payments
No
Multi-Currency
No
Online Invoicing
No
Online Payments
Yes
Payment Processing
Yes
Project Billing
No
Recurring/Subscription Billing
No
Service Ticket Billing
No
Tax Calculator
Yes
Time and Expense
Activity Tracking
No
Billable Hours Tracking
Yes
Billing Rate Management
No
Expense Tracking
No
Invoice Processing
Yes
Multiple Billing Rates
No
Project Tracking
Yes
Reimbursement Management
No
Time Tracking by Client
Yes
Time Tracking by Project
Yes
Product Features
Billing and Invoicing
Billing Portal
Yes
Contact Database
Yes
Contingency Billing
Yes
Customer Portal
Yes
Customizable Invoices
Yes
Dunning Management
Yes
Hourly Billing
Yes
Invoice History
Yes
Mobile Payments
Yes
Multi-Currency
Yes
Online Invoicing
Yes
Online Payments
Yes
Payment Processing
Yes
Project Billing
Yes
Recurring/Subscription Billing
Yes
Service Ticket Billing
Yes
Tax Calculator
Yes
Professional Services Automation
Billing & Invoicing
Yes
CRM
Yes
Client Portal
Yes
Collaboration Tools
Yes
Document Management
Yes
Portfolio Management
Yes
Project Management
Yes
Proposal Generation
Yes
Quote Management
Yes
Resource Management
Yes
Time & Expense Tracking
Yes
Time and Expense
Activity Tracking
No
Billable Hours Tracking
Yes
Billing Rate Management
Yes
Expense Tracking
Yes
Invoice Processing
Yes
Multiple Billing Rates
Yes
Project Tracking
Yes
Reimbursement Management
No
Time Tracking by Client
Yes
Time Tracking by Project
Yes