CloudBudget, Budgeting on Salesforce

Custom reporting for Non-Profit Entity

Our experience with CloudBudget has been exceptional, driven by a development team that is professional, patient, and truly knowledgeable in the fields of finance, planning, and accounting. They brought a structured, organized approach to the entire project—from scoping and design to development and testing—making them incredibly easy to work with throughout the process. The platform itself is equally impressive, featuring a highly intuitive user interface that remains easy to navigate even when managing complex, dense budget data. We are already seeing significant benefits from the intelligent design, specifically the Budget Manager reports and multi-user capabilities, and their customization work has been excellent. We look forward to using CloudBudget for all our budgeting needs, and we are exploring ways to expand its use into forecast modeling.

From Spreadsheets to Strategy!

As a private foundation juggling grants, investments, and internal operations, we needed a budgeting tool that could handle complexity without creating more of it. CloudBudget has proven to be that solution, and more. From day one, their team worked with us to tailor the platform to fit our structure, allowing us to allocate funding across various sources and initiatives with ease. The ability to track budgets and actuals in one place, fully integrated with Salesforce, has replaced our patchwork of spreadsheets and brought clarity to our financial picture. What’s most valuable is the confidence CloudBudget brings to our reporting. We now know exactly where our numbers stand, which allows us to focus on analysis and forward planning instead of hunting down errors or reconciling data in multiple places. Working with the CloudBudget team has been great. They listened closely, responded quickly, and truly understood our needs, not just technically, but strategically. Their collaborative approach made the entire experience smooth and efficient.

Manage budgets and funding sources with precision!

We are a non profit with complicated government funding sources, which require constant attention to budgets and actuals. Having the ability to be able to allocate expenses across different funding sources was a top priority. The team at CloudBudget knocked this challenge out of the park! Now, we can manage our budget and actuals all within the same reports and significant reduced our use of spreadsheets. The ability to know where the source of truth is (hint, hint, it's CloudBudget and Salesforce) builds confidence and competence in our financial projections and reporting. This allows us more time to analyze and be proactive to changes and less time reconciling spreadsheets. We are just at the beginning of what CloudBudget can do, and I'm excited for our journey to continue together.

Great App with Awesome team members!

Our journey with CloudBudget, a user-friendly budgeting app we started using this year, has been smooth. Its intuitive design and easy navigation make it easy to use, even for those new to budgeting apps. The app's ability to consolidate our expenses and income, providing real-time updates, is a feature we greatly appreciate. Furthermore, the detailed financial reports comparing budgets give us a comprehensive view of our financial status. The app's customizable features and tools have added value, enabling us to tailor the budget to our specific needs. Additionally, the budget lines can be linked to our reports to pull data, which is extremely helpful. Another helpful feature is it allowed me to present the data in different dashboards for the meeting, which is impressive. Being able to drill down to each transaction from the dashboard was also super helpful and time saving. I want to express my deep appreciation for CloudBudget's SF Developer, Alex Lugovoi, for his hard work and dedication to the project. As I always say, 'He is a magician and can do anything; you just need to let him know.' I am also thankful to Nick, the Lead Consultant, for managing the project. I'm still learning many things about the app, but CloudBudget has the potential to further enhance its user experience by incorporating user feedback. I will definitely recommend this app to others.

Great tool great team

The Cloudbudget team is so great to work with! They helped us built and implemented a system that’s customized to our structure and need. They are super timely in their responses and addressing our feedback and questions. We had a last-minute structural change and the CB team helped address that quickly. The team was also very accommodating when it comes to trainings for group training, individual team trainings, as well as admin trainings. The reports in CB are great as well. They are helpful in presentation of data and data analysis. Thanks CB team!

One of the better designed tools I have come across with Great Team

We implemented Cloud budget during our budgeting cycle and it was a very cost effective and well designed solution for the company. The tool works really well and it is quite simple and easy to use. The training and support offered by the CB Team is quite good and they were able to understand the business requirements and provide the solution with ease. It integrates really well with Salesforce. We are really happy with how the solution turned out for us. Thanks to the CB team.

Very cost effective and functional Salesforce-based budgeting application

We implemented CloudBudget for the 2021 budget cycle and we are very pleased thus far. The CloudBudget team was VERY responsive and great to work with. As one of CloudBudget's first clients on AccountingSeed, we worked closely with their technical team to ensure that the application was integrating smoothly and producing accurate results for our budget to actual comparisons. We also had numerous budget building requirements that were beyond what CloudBudget offered and they updated their application to include functionality to meet our requirements. We look forward to a long relationship with the CloudBudget team and highly recommend this application.

CloudBudget 2.0

We have been using CloudBudget for a couple of years now. We recently made the transition from CB 1.0 to CB 2.0. The customer support team has made the transition seamless and we have thoroughly enjoyed using CB 2.0. A normal budget process for us a couple of years ago use to take 3 to 6 months due to manual budgets and no comparison of actual versus budget. With CB 2.0, we have now cut down our budgeting time by months and are now able to compare actuals versus budgets within CB 2.0. Our company and executive management have continued to make many changes, one of which is how we are using CB 2.0. Our support team has always been willing to help us make the necessary changes we request from them. Typical response times from our support contact is within 10 to 20 minutes and resolution of changes we have requested is typically only a day or two. CB 2.0 has been a great tool for our company and would recommend to just about anybody.

Great customer service supports a greatly needed tool

The folks at CloudBudget are great to work with, from the initial phone call inquiry into their product, to the installation and development of a custom environment for our work. Our work is not overly complicated, but we do have a particular group. CloudBudget guided us through the requirements gathering phase, taking great pangs to identify our special needs. They took the effort to understand our business processes and worked with our financial coordinator to create an environment that met our requirements and was also user friendly. Their turnaround on any identified issues or desired customization was very good. Communication was great throughout the project.

CloudBudget is fantastic tool for creating and managing budgets and expenditures

We recently deployed CloudBudget as our budget forecasting and expense reporting tool at the Bill of Rights Institute. The CloudBudget team did a fantastic job customizing the tool for our needs and we now employ it for all of our budgeting activities but also all of our expense reporting and tracking. From invoices, to company credit cards, timecards, and revenue we now input and track all of it in CloudBudget. We are even running our invoice, timecard and expense report approval process through CloudBudget. It has become the primary input of data to our accounting team for the maintenance of our financial statements and gives our program managers the detailed view of expenditures they need to manage their programs. This tool has allowed us to move away from an Excel and Shared File folder driven process for budgeting and tracking expenditures which has saved us an enormous amount of time and improved the accuracy of our data immensely. Our staff’s response has been positive and enthusiastic across the board. The CloudBudget team was great to work with and they were tireless in their efforts to customize and deploy the system.