CloudBudget Pro

CloudBudget Pro offers a comprehensive suite of tools designed to streamline and enhance the budgeting process. The system centralizes your budgeting activities and provides a flexible structure that adapts to the unique needs of any company or organization. CloudBudget Pro’s highly configurable functionality positions you for a future where integrated systems built on a unified platform allows organizations to take full advantage of both the ever increasing power of the cloud and the undeniable importance of AI driven management solutions.

Budget Creation and Management

Centralized Budget Management: Manage financial resources from a single platform with real-time updates.
Flexible Budget Structure: Customize budget structures for various departments and cost centers.
Quick Start Budgets: Automatically create current period budgets from prior year's actual data.
Allocations: Distribute budgets across projects, departments, and cost centers with configurable rules.
Top-Down and Bottom-Up Planning: Enable both bottom-up and top-down budgeting approaches for comprehensive planning.

Integration and Platform Advantages

Real-Time Accounting Systems Integration: Seamlessly integrate your accounting system to synchronize spending data and enable accurate budget vs. actual comparisons. Integration include Accounting Seed, Certinia, GoldFinch, and more.
CB Payroll Extension: The CloudBudget application seamlessly integrates with the CloudBudget payroll extension.
Multi-Currency Support: Manage budgets across multiple currencies, accommodating global operations.
Salesforce Platform Advantages: Leverage the security and scalability of the Salesforce platform, ensuring compatibility and growth in line with organizational needs.

Automation and AI Tools

Automated Calculations: Utilize built-in financial logic to automate complex calculations, reducing manual errors and saving time. This feature allows simple calculations such as price x quantity as well as more complex formulas.
AI Copilot: Use natural language commands to manage budget lines and entire budgets alike. Tell the CloudBudget AI Copilot to copy, clone, create budgets for new departments, and handle analytical requests—there's virtually no limit.
Excel Mirror: Budget planners have the option to export their budget data to a spreadsheet where they may enter, delete, and edit budget data before importing the changes back into CloudBudget. This feature is an option for those preferring to work in a spreadsheet.

Reporting, Analytics & Forecasting

Dynamic Reporting and Analytics: Generate customizable reports and dashboards for informed decision-making.
Rolling Forecasts: Adapt to changing financial conditions with up-to-date financial plans.

Security, Access, and Compliance

Role-Based Access and Approvals: Implement role-based access controls and approval workflows to maintain data integrity and streamline the budgeting process.
Change History Tracking: The system maintains a detailed log of changes, enhancing transparency and accountability.