Cloud Based Budgeting Feature-Packed

CloudBudget is a powerful & flexible tool for finance administrators that leverages the power of Salesforce and removes hidden costs inherent to spreadsheet budgeting approaches.
Powerful & AffordableGet the App Now
Easy integration with Salesforce and other apps
Analytic Dimensions

Analytic Dimensions

Dedicated Planning Modules

Dedicated Planning Modules

Workflow - Approval Process

Workflow - Approval Process

Dynamic, Customizable Reporting

Dynamic, Customizable Reporting

Embedded Financial Logic

Embedded Financial Logic

Customizable Interface & Dashboards

Customizable Interface & Dashboards



Import / Export to and from Excel

Import / Export to and from Excel

How CloudBudget adds value to your organizationIntegrate & Streamline Your Organization's Budgeting

Custom Dashboards

Create new dashboards and customize views and visualizations that are relevant to your organization.

Real Time Planning

Synthesize your data in one centralized location in real-time, ready to be analyzed by machines and humans alike.

Error-Free Reports

No more formula errors or version control confusion with the convenience of the Cloud and power of the Salesforce platform.

Variance Analysis

Track results, review progress, and make regular course corrections depending on performance with Planned vs Actuals comparison in real time.

Rolling Forecasts

Save time and improve the operational and financial performance of your business with rolling forecasts.

Budget Templates

Get a head start on your budgeting with Budget Templates within CloudBudget.

Partner with CloudBudgetJoin the CloudBudget Partner program and create new streams of revenue.

We offer different ways you can expand the value you can deliver to businesses and not-for-profit organizations. Gain access to more customers, bigger projects, and higher revenues through our lead referrals and world class sales support.

Implementation Partners

Become a reseller if you have experience implementing Accounting Seed and other business solutions on the Salesforce platform.

Integration Partners

Join forces with us if you have an application or solution built on the platform that would benefit from budgeting.
Our Partners:

Customer Stories

Here’s what our clients have been saying about us…

Blue California

Great tool, Great team!

The Cloudbudget team is so great to work with! They helped us build and implement a system that’s customized to our structure and needs. 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 group training, individual team training, as well as admin training. The reports in CB are great as well. They are helpful in presentation of data and data analysis. Thanks CB team!

Fanny Xue


The Mustard Seed

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

We implemented CloudBudget 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.

Manas Srivastava

Business Operations Manager

The Assistance Fund

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.

Steven Alsene


Priority Dispatch Corp.

CloudBudget 2.0 Lighting – Seamless transition

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.

Landon Jenkins

FP&A Manager

DeVos Foundation

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.

David Miller

Project Manager & Application Administrator

The Bill of Rights Institute

CloudBudget is a 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 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.

Adam Cushing

Director of Operations

Pax Water Technologies

CloudBudget was a great help creating this year’s budget and maintaining a permanent record.

The folks at CloudBudget were great to deal with adapting their package to the specific needs at PAX Water Technologies. This budget cycle we kept things relatively simple, with the main aim to replace the iterative cut-and-paste Excel environment with a real-time, online, consolidated view. The level of effort required on my part was less than the time it takes to prep all the department-specific Excel budgets, so the payback was accomplished in a single budget cycle! Our users, already familiar with the Salesforce interface, readily adapted to it (a benefit that cannot be overstated). The mid-year forecast will be easy to populate, and in the 2015 budget process I expect to use more of the features they have built into the platform.

Ken Christiansen


Mexico Power Group

CloudBudget was the only product capable of monthly budgeting for projects

We were looking for a budgeting solution to manage 3 offices and 8 project locations for wind park development all over Mexico. CloudBudget was the only product that we could find to specifically have budget input from different managers and people working close with each project where we have specific monthly changes to the budgeting needs based on project progress. Also a great tool to see how much funding is needed in the development process, the ongoing fixed overhead G&A, and a tight package to report real cost to budgeted amounts. The cloud part keeps everything real-time for all to see no matter the location – try that with excel spreadsheets!

John Prock

Finance Director