--- title: "CloudBudget Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about CloudBudget Software - reviews, pricing plans, popular comparisons to other Business Process Management products and more." source_url: "https://www.capterra.com/p/126169/CloudBudget/" page_type: "product" language: "en" --- # CloudBudget Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on September 8, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Support](#support)[Reviews](#reviews) CloudBudget ## What is CloudBudget? CloudBudget is focused on improving the way organizations manage the budgeting process. We use the Salesforce platform to provide a secure, cloud-based budgeting system that frees organizations from the many hidden costs plaguing spreadsheet approaches. ## What is CloudBudget used for? [Budgeting](https://www.capterra.com/budgeting-software/)[Business Process Management](https://www.capterra.com/business-process-management-software/) Top alternative Featured Overall rating Based on 2 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price $60 Per User, Per Month Free trial available Includes Free Version Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for CloudBudget?[Manage this product listing](https://www.g2.com/products/cloudbudget/claim_requests/new?auto=true) ## CloudBudget Overview Updated September 2026 AI summary CloudBudget is a cloud-based solution for organizations seeking to automate and manage business processes and budgeting activities. Designed for businesses of any size, it offers tools for process modeling, workflow management, access controls, and reporting. Features like no-code design, customizable templates, integration options, and collaboration tools support flexible process automation and budget oversight across teams. ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### CloudBudget 4.5 (2) VS. [4.4 (3,329)](https://www.capterra.com/p/120109/Xero/reviews/) Starting Price $60 Per User, Per Month Starting Price $25 Flat Rate, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.5 (2) Ease Of Use 4.4 (7,763) Value For Money 4.5 (2) Value For Money 4.2 (6,671) Customer Service 4.5 (2) Customer Service 4.0 (6,376) ## CloudBudget alternatives [4.3 (717)](https://www.capterra.com/p/76/Intacct/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 86% of reviewers rated it above 4 stars [4.0 (629)](https://www.capterra.com/p/174753/Sage-50cloud/reviews/) Starting price $124.42 Per User, Per Month Pricing Options Free Trial Free Version User Rating 76% of reviewers rated it above 4 stars [4.2 (2,073)](https://www.capterra.com/p/135757/NetSuite/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 85% of reviewers rated it above 4 stars Highest Rated [4.5 (109)](https://www.capterra.com/p/136077/Tradogram/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 94% of reviewers rated it above 4 stars ## FAQs about CloudBudget Overview ### What company size and specific industries is CloudBudget built for? CloudBudget is designed for organizations that have outgrown spreadsheet budgeting approaches and need a cloud-based, integrated management tool. It is best suited to small and mid-sized businesses, as well as larger companies, across industries that require centralized budgeting and management processes rather than a sector-specific solution. Features and Usability ### What are the key features of CloudBudget? CloudBudget offers budgeting and forecasting, scenario planning, and what-if scenarios for financial planning. It also includes dashboard creation, ad hoc reporting, customizable reports, and data visualization, plus approval workflow, role-based permissions, expense tracking, invoice processing, and accounting integrations for finance operations. Getting Started and Support ### What training and onboarding options does CloudBudget offer? CloudBudget provides live online sessions and documentation to help teams get started. Live online sessions support guided setup and direct instruction, while documentation gives users written reference material for self-paced learning and later review of product features and steps. Getting Started and Support ### What customer support options does CloudBudget offer? CloudBudget provides chat support for customers who need help with the product. No reviewer feedback is available here to describe response times, agent helpfulness, or common support issues, so the support experience cannot be assessed from user comments in this catalog data. ## Features AI summary Based on 3,617 Business Process Management reviews Capterra data shows that buyers of Business Process Management software rank the following features as their top priorities: - **Workflow Management** (**51%** of reviewers rated this feature as critical) - **Task Management** (**43%**) - **Business Process Automation** (**46%**) CloudBudget supports **Workflow Management** and **Business Process Automation**, helping teams coordinate repeatable processes and reduce manual work across departments. However, it does not include **Task Management**. Instead, it offers other highly rated capabilities, including **Access Controls/Permissions** (**48%**), **Third-Party Integrations** (**47%**), and **Process Modeling & Designing** (**45%**), which give businesses more control over user access, connect workflows with other systems, and map out processes clearly, allowing teams to manage operations more efficiently. Access Controls/Permissions Define levels of authorization for access to specific files or systems Accounting Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc. Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Activity Tracking Track and document all activities across devices, networks, and other systems Ad hoc Reporting Generate one-off reports that meet information requirements AI Uses AI algorithms and models to predict future cash flow trends and outcomes, based on historical data and patterns CloudBudget 59 features ### All Features - Access Controls/Permissions: Define levels of authorization for access to specific files or systems - Accounting: Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc. - Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities - Activity Tracking: Track and document all activities across devices, networks, and other systems - Ad hoc Reporting: Generate one-off reports that meet information requirements - AI: Uses AI algorithms and models to predict future cash flow trends and outcomes, based on historical data and patterns - Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges - API: Application programming interface that allows for integration with other systems/databases - Approval Process Control: Manage the process of evaluating documents or requests submitted for approval - Business Process Automation: Helps automate and manage information, tasks, and procedures by establishing routines and patterns associated with processes - Business Process Control: Define and maintain business rules that determine workflow capabilities and criteria - Chart of Accounts: A financial statement that lists a company's accounts and details the account type and balance - Collaboration Tools: Provides a channel for team members to share AI models, media files, communicate, and work together - Commenting/Notes: Leave comments and notes on documents for others to view - Configurable Workflow: Configure existing workflows to meet your organization's needs - Consolidation/Roll-Up: Combining loans, assets, liabilities, and other financial data from multiple subsidiary companies into one entity for reporting - CRM: Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system - Customizable Fields: Customize data fields to support various needs and use cases - Customizable Forms: Customize contracts and forms to collect specific information - Customizable Reports: Alter the layout and content of reports - Customizable Templates: Pre-designed layouts that can be customized to match preferences and requirements - Dashboard Creation: Creation and customization of dashboards - Data Import/Export: Import and export data to and from software applications - Data Visualization: Graphical representation of data - Decision Making: Makes informed choices based on available data and objectives - Document Storage: Store and organize documents in a centralized system - Drag & Drop: Assemble applications and processes by dragging over and arranging pre-built components - Email Management: Manage, store and organize emails within the system or via third-party apps - Expense Management: Plan, pay and track business related expenses. - Financial Analysis: Evaluate units, projects, budgets, and other finance-related data to gauge their performance and potential risk - Financial Management: Plan, manage, and track the financial activities of an individual or organization - Forecasting: Form predictions based on past and present data/trends - Forms Automation: Automate repetitive tasks such as filling out information or creating certain types of forms - Forms Management: Store, manage and track all forms in a centralized location - Formulas: Includes budgeting formulas to estimate direct and indirect costs, operating and non-operating revenues. - General Ledger: Centralized accounting record which tracks all financial transactions - Graphical Workflow Editor: Create, design and modify the flow and processes of tasks in a project - Income & Balance Sheet: A statement detailing the financial position of a business including assets, liabilities, and equity at a certain point in time - Monitoring: Observe and track the demand, usage, progress or quality of a system, product, or user - Multi-Company: Manage the accounting and financial aspects of multiple locations or companies in a single location - Multi-Currency: Manage and handle various international currencies - Multi-Department/Project: Manage the accounting and financial aspects of multiple operations and departments or ongoing projects from a single location - No-Code: Drag and drop/visual interfaces that allow non-tech users to build without writing code - Process Change Tracking: Document any changes or proposed changes made to business processes or workflows - Process Modeling & Designing: Visually identify, define, and map all details and relationships surrounding business process models and elements - Profit/Loss Statement: A type of financial statement used to record and report an organization's revenues, costs, and expenses over a specific amount of time - Reporting/Analytics: View and track pertinent metrics to find patterns and gain insights from data - Role-Based Permissions: Set & manage permission levels based on user roles and restrict access to only authorized individuals - Rolling Forecasts: Used to review and update budgeting assumptions for a predefined period (usually one year) - Rules-Based Workflow: Automates and streamlines business processes by creating a sequence of predefined rules and actions that govern the flow of work - Scenario Planning: Develop potential scenarios to identify risks and opportunities - Strategic Planning: At a high level, visualize a preferred outcome, define goals and identify specific steps to achieve them - Task Progress Tracking: Track the status and progress of tasks - Templates: Sample files or documents that could be customized as needed or used as is - Third-Party Integrations: Set up connections to third-party platforms to improve business processes - Variance Analysis: Project out as the year progresses to accommodate trends that affect key business drivers. - Version Control: Track revisions and updates made to files and navigate between different versions - Workflow Management: Create, design and manage workflows for repetitive tasks - Workflows: Facilitate access from initial access ticket submission through supporting chain of custody throughout the workflow for OT environments. --- Get Advice We can help you find the software with the features you need. Features 4.0 (2) 4.0 Based on 2 reviews ## Pricing Value for money 4.5 (2) Free Trial Free Version Basic $60.00 Per User,Per Month Value for money 4.5 (2) 4.5 Based on 2 reviews Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 4.5 (2) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 4.5 (2) 4.5 Based on 2 reviews ## User reviews Overall rating 4.5 Based on 2 reviews Filter by rating 5(1) 4(1) 3(0) 2(0) 1(0) Mentioned topic Sorted by most recent LG Lav G. Developer Architecture & Planning ### "Awesome product" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 4.0 4.0 Likelihood to Recommend 10/10 March 23, 2019 Pros Great app. I use it everyday. The budgeting capabilities are very helpful. Cons None that I can think of. The app works great. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Rachel G. Office Assistant ### "A partner with Salesforce and a great budgeting software" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 April 9, 2018 A must have budgeting software if you are a client of Salesforce especially! Pros This program goes hand in hand partnered with Salesforce, which is great if you use that program. Also, at our organization, I work hand in hand with the accountant, who works in a different city and only comes in to the office once a week. The cloud storage makes our long distance set up doable and easy! Cons This program may not be as appealing to companies that don't also use Salesforce; this is a big draw that makes it stand out from other companies. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.