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# CloudBudget.com

Budget Planning in the Cloud

## Sitemaps

- [XML Sitemap](https://cloudbudget.com/sitemap.xml): Contains all public & indexable URLs for this website.

## Posts

- [News](https://cloudbudget.com/news/)
- [CloudBudget Partners with Foundation Partners](https://cloudbudget.com/cloudbudget-partners-with-foundation-partners/) - Bringing end-to-end financial management to foundations on Salesforce We’re excited to report that CloudBudget has officially partnered with Foundation Partners, a leading Salesforce consulting firm that has spent years helping foundations, nonprofits, and educational institutions get the most out of their technology. This partnership brings together two teams that share the common vision of making
- [Industrial Commission of Arizona Streamlines Advanced Budgeting with CloudBudget](https://cloudbudget.com/industrial-commission-of-arizona-streamlines-advanced-budgeting-with-cloudbudget/) - Client Background The Industrial Commission of Arizona (ICA) is a State of Arizona government agency responsible for administering and overseeing key programs that support Arizona’s workforce and employers. As part of its operations, ICA manages and allocates public funding across multiple programs and projects, ensuring resources are properly planned, tracked, and reported. A significant portion
- [CloudBudget general demo](https://cloudbudget.com/cloudbudget-general-demo/) - Check out how CloudBudget can save Finance Departments from spreadsheet budgeting and forecasting torment while getting accurate, actionable data to management at a moment's notice. https://youtu.be/YREyou5965Q
- [Empowering Data-Driven Philanthropy for The Leon Levine Foundation](https://cloudbudget.com/empowering-data-driven-philanthropy-for-the-leon-levine-foundation/) - The Leon Levine Foundation is a philanthropic organization committed to improving the quality of life for communities across North and South Carolina. Guided by the vision of its founder the Foundation focuses on four core mission areas: healthcare, human services, education, and Jewish values.
- [From Spreadsheets to Scalability: DST Transforms Payroll Planning with CloudBudget](https://cloudbudget.com/from-spreadsheets-to-scalability-dst-transforms-payroll-planning-with-cloudbudget/) - Downtown Streets Team (DST) is a nonprofit organization focused on helping individuals experiencing homelessness to reintegrate into society through community-based programs. As a mission-driven entity funded through a combination of grants and donations, DST must maintain strict financial transparency. Payroll planning — one of their largest and most sensitive budget categories — must not only be accurate but also traceable to specific funding sources.
- [Helping TAF Streamline Budgeting and Payroll Calculations](https://cloudbudget.com/helping-taf-streamline-budgeting-and-payroll-calculations/) - The Assistance Fund (TAF) is a non-profit organization dedicated to providing financial assistance to patients who cannot fully cover their medical expenses through insurance. By leveraging various funding sources, TAF helps bridge the financial gap for individuals in need of essential treatments, medications, and medical procedures.
- [Budget Planning and Expense Tracking Streamlined with CloudBudget](https://cloudbudget.com/budget-planning-and-expense-tracking-streamlined-with-cloudbudget/) - A leading multinational commercial real estate architectural service company sought to enhance the financial management of its technical department via the addition of a structured approach to budgeting and expense tracking.
- [How Santex Overcame Budgeting Challenges Amidst Argentina's Economic Volatility](https://cloudbudget.com/how-santex-overcame-budgeting-challenges-amidst-argentinas-economic-volatility/) - Santex, a leading organization using AI to advance humanity in the areas of sustainability, governance, culture and more. Santex, which is headquartered in Argentina, faced significant challenges in budgeting due to the country's unpredictable and high inflation rates.
- [DLS Empowers Financial Operations with CloudBudget and Accounting Seed](https://cloudbudget.com/dls-empowers-financial-operations-with-cloudbudget-and-accounting-seed/) - Diplomatic Language Services (DLS) is a leading professional services firm based in Washington, D.C. DLS specializes in providing comprehensive translation and education services, particularly for government contractors.
- [CloudBudget’s Vision for 2025: Innovation, Efficiency, and Smarter Financial Management](https://cloudbudget.com/cloudbudgets-vision-for-2025-innovation-efficiency-and-smarter-financial-management/) - As we enter 2025, CloudBudget is embarking on an exciting journey of growth and transformation. Our mission remains clear: to provide intuitive, efficient, and powerful financial management solutions for our users. This year, we are introducing enhancements across our platform to help organizations streamline budgeting, grant management, and payroll forecasting. What’s Coming in 2025? Enhanced
- [New Feature — Budget Allocation!](https://cloudbudget.com/new-feature-budget-allocation/) - Managing budget allocations help you optimize resources and improve efficiency, whether you’re running a business or a nonprofit organization. CloudBudget makes allocations simple! The allocation feature helps you save time and resources by focusing on key priorities: 📋 Project management: Allocate resources to projects to maximize ROI. 💵 Cost control: Monitor budget performance in real-time
- [CloudBudget loves working with Non-Profit organizations](https://cloudbudget.com/cloudbudget-loves-working-with-non-profit-organizations/) - CloudBudget loves working with Non-Profit organizations! We offer discounted non-profit pricing for licenses, implementation and training. We gladly bend over backwards to help non-profit organizations do their important work. Our non-profit pack is designed to address the unique needs and challenges of those in charge of non-profit finance, investor relations, transparency, tracking and overall management.
- [Releasing CloudBudget 3.0!](https://cloudbudget.com/releasing-cloudbudget-3-0/) - CloudBudget, a Salesforce partner is releasing CloudBudget 3.0. This latest version focuses on ease of use, administration, and implementation.
- [Calculation Rules](https://cloudbudget.com/calculation-rules/) - CloudBudget is pleased to announce a specialized tool for performing automatic budget calculations. An easy-to-configure, intuitive interface allows budget owners to generate...
- [Emergency Dispatch Services Company Moves Accounting and Budgeting to the Cloud](https://cloudbudget.com/emergency-dispatch-services-company-moves-accounting-and-budgeting-to-the-cloud/) - Priority Dispatch (PDC) is a service company that supplies and configures specialized software and operational notification systems. Their software is utilized by emergency response call centers to manage incoming ambulance requests. PDC's annual turnover is $40 million and the company maintains a global presence with numerous domestic and international branches. PDC operates under a well-structured
- [CloudBudget 3.0 Documentation](https://cloudbudget.com/cloudbudget-3-0-documentation/) - CloudBudget’s comprehensive documentation for CloudBudget 3.0 is now available!
- [Large Insurance Company Gains Managerial Insights via the CloudBudget - Accounting Seed Integration](https://cloudbudget.com/large-insurance-company-gains-managerial-insights-via-the-cloudbudget-accounting-seed-integration/) - The business case of a large insurance company's successful implementation of CloudBudget and its integration with Accounting Seed is enlightening. With a significant allocated budget of 300-500 million dollars, the company employed the power of CloudBudget to streamline their financial operations. The CFO, the main user of the system, and the driving force behind the
- [Full version update for Cloud Budget 3.0 now on the Salesforce AppExchange](https://cloudbudget.com/full-version-update-for-cloud-budget-3-0-now-on-the-salesforce-appexchange/) - CloudBudget 3.0, the latest full version update is now on the Salesforce AppExchange. CB 3.0 is fully Lightning and is built with Lightning Web Components (LWC). The new version is more flexible, easier to use, administer, and set up.
- [CloudBudget Partners with Accounting Seed for a Powerful Integration!](https://cloudbudget.com/cloudbudget-partners-with-accounting-seed-for-a-powerful-integration/) - We are thrilled to share some exciting news with our valued clients and partners. CloudBudget is proud to announce our strategic partnership with Accounting Seed, a leading provider of accounting and financial management solutions.
- [CloudBudget & Accounting Seed Joint Webinar](https://cloudbudget.com/cloudbudget-accountingseed-webinar/) - CloudBudget-Accounting Seed Integration Webinar As a fully Salesforce-native solution built with Lightning Web Components CloudBudget fully integrates with Salesforce solutions. The integration facilitates quick-launch budgets based on prior actuals, dynamic budget reporting and dashboards, multi-year budgets, forecasting and what-if scenario planning, automated GL and accounts mapping, and the loading of Accounting Seed Financial Cubes. Date:
- [Introducing CloudBudget Pro](https://cloudbudget.com/introducing-cloudbudget/) - CloudBudget: Video Overview Helping organizations gain control over their finances through better budget management is what we do. The CloudBudget app makes the entire budgeting process simpler and more collaborative. Check out CloudBudget in 1:38 minutes below: CloudBudget features: Centralized tracking of budgets vs actual spending Ability to set budgets across departments and cost
- [CloudBudget demo Carahsoft Webinar](https://cloudbudget.com/demo_with_carahsoft/) - This video is taken from a Webinar organized by Carahsoft's Team SalesForce. It takes viewers on a deep dive into CloudBudget Pro and sheds light on how you can take advantage of the Salesforce platform to position your organization for the future. Click on the preview to see the video.
- [A Large Scientific Research Organization Moves Budgeting to the Cloud](https://cloudbudget.com/a-large-scientific-research-organization-moves-budgeting-to-the-cloud/) - A prominent healthcare industry organization specializing in the advancement of and education in the field of internal medicine research manages a complex budgeting process with over 80 budget owners, including department directors and program managers.
- [May Feature Highlight: Payroll Forecast](https://cloudbudget.com/may-feature-highlight-payroll-forecast/) - We have developed a new module dedicated to the detailed planning and forecasting of employee-related expenses. This enhancement is designed to provide comprehensive insights into your budget, ensuring precise financial management. Our new module covers a wide range of employee expenses, including: Base Salary Calculations: Accurately project the core salary expenses for your full-time, part-time,
- [Partnership with eClouds](https://cloudbudget.com/partnership-with-eclouds/) - CloudBudget is happy to announce a new strategic partnership with eClouds, a leader in innovative Salesforce implementations and platform solutions. The collaboration introduces eClouds' expertise in CRM solutions, Accounting Seed, and ERP systems to our service offerings. The goal of the eClouds partnership is for CloudBudget customers to gain access to eCloud’s top-tier platform implementation
- [Collaboration with DLS](https://cloudbudget.com/collaboration-with-dls/) - CloudBudget is proud to announce our successful collaboration with DLS, a midsize government contractor specializing in language support based in Arlington, VA. This partnership marks the launch of CloudBudget as the primary budgeting tool at DLS. The CloudBudget application has been seamlessly integrated with their existing Accounting Seed system. The advanced integrated solution supports DLS’
- [Introducing Advanced Worksheet Tabs for Enhanced User Experience](https://cloudbudget.com/introducing-advanced-worksheet-tabs-for-enhanced-user-experience/) - To enhance the user experience, we are introducing a new feature: Advanced Tabs in Worksheets. This feature allows users to structure rows and work with different budget areas via a convenient interface. The advanced tabs make it possible to create specific sub-tabs for the budgets of individual departments. Additionally, within each department, users can create
- [Carahsoft Approves CloudBudget as a Public Sector Solution](https://cloudbudget.com/carahsoft-approves-cloudbudget-as-a-public-sector-solution/) - CloudBudget is now an official Carahsoft public sector solution on Salesforce.com and can be found on the Carrossoft AppExchange page. This signifies CloudBudget’s commitment to supporting the budgeting needs of the public sector and the substantial value and proven capability of the CloudBudget solution. Our comprehensive features are tailored for both Federal and State public
- [Introducing CloudBudget AI Copilot](https://cloudbudget.com/introducing-cloudbudget-ai-copilot/) - We are pleased to introduce our AI Copilot, an advanced tool designed to optimize and streamline your budgeting process. This feature leverages the power of artificial intelligence to simplify and automate key financial management tasks. Key Functionality Streamlined CloudBudget Setup The Copilot uses AI to facilitate the initial setup of CloudBudget, enabling users to do
- [The Power of Integration: CloudBudget + Certinia](https://cloudbudget.com/the-power-of-integration-cloudbudget-certinia/) - Our solution for Certinia users is in a seamlessly integrated application that combines the strengths of CloudBudget and Certinia. The integration is designed to streamline the financial management processes, empower decision-making, and drive greater efficiency across organizations taking advantage of Certinia for accounting. The Certinia - CloudBudget integration brings many advantages including: A fully lightning
- [CloudBudget Functionality Development Roadmap](https://cloudbudget.com/cloudbudget-functionality-development-roadmap/) - At CloudBudget we continuously strive to provide our users with industry leading budgeting and financial management tools. Our latest project roadmap reflects our commitment to innovation, highlighting our software’s current and under development functionality. What’s New? Core Functionality: We've strengthened our core budgeting capabilities, ensuring you have all the tools needed for robust financial planning

## Pages

- [Home](https://cloudbudget.com/) - Custom DashboardsCreate new dashboards and customize views and visualizations that are relevant to your organization. Real Time PlanningSynthesize your data in one centralized location in real-time, ready to be analyzed by machines and humans alike. Error-Free ReportsNo more formula errors or version control confusion with the convenience of the Cloud and power of the Salesforce
- [Videos](https://cloudbudget.com/videos/) - Videos Discover a collection of engaging videos, including interactive demos, webinars, tutorials, and more, designed to showcase the features and benefits of CloudBudget. DEMOS AND OTHER MEDIA Play Video CloudBudget general demo November, 2025 Play Video Accounting Seed CloudBudget Integration March, 2025 Play Video CloudBudget on Salesforce – Cloudteam Webinar September, 2024 Play Video CloudBudget
- [Request Demo Form](https://cloudbudget.com/request-demo-form/) - Company Name *Contact Person Job Title: *Email: *Phone: Company Size SelectLess than 20 Employees20-50 Employees50-100 EmployeesMore than 100 Employees Select Product SelectCloudBudget ProCloudBudget ExpressCloudBudget for NonprofitsCloudBudget for Accounting Seed Description:
- [Success Stories](https://cloudbudget.com/success-stories/)
- [Pricing](https://cloudbudget.com/pricing/) - CloudBudget Express Best for small organizations $25 /user/month What you get: Flexible Budget Structure Sharing Rules Automated Calculations Report Drilldown Invoice Loader Actual Data Integration Request Demo *Price does not include implementation CloudBudget Pro Best for midsize and large organizations $60 /user/month All Express features, plus: Budget Manager Approval Process Rolling Forecasts Top-down Planning Change
- [Partner Programs](https://cloudbudget.com/partner-programs/) - MARKET | RESELL | IMPLEMENTJoin the CloudBudget Partner program and create new streams of revenue. We offer different ways for our partners to expand the value they can deliver to various businesses and not-for-profit organizations.Gain access to additional consulting, implementation, and license revenue from your existing client base and new clients alike. CloudBudget compliments accounting, payroll,
- [Frequently Asked Questions](https://cloudbudget.com/faqs/) - What is your hosting platform? We are SalesForce partners. CloudBudget (CB) embeds in the Salesforce (SF) environment. All data is stored in Salesforce data centers. Security including backups is provided by Salesforce. Is it possible to integrate with other platforms? It is possible to integrate with both on-platform and off-platform solutions. We have great experience
- [Contact](https://cloudbudget.com/contact/) - Location 611 Copperline Drive, Chapel Hill, NC, 27516 Call +1 917 940 9328 Email us help@cloudbudget.com It starts with a conversation... Request a live demo, get answers to your specific questions, and find out whether CloudBudget is the right choice for your organization. Company Name *Contact Person Job Title: *Email: *Phone: Company Size SelectLess than
- [Customer Reviews](https://cloudbudget.com/customer-reviews/) - Discover what users are saying about CloudBudget. Learn from the experiences of others and find out how CloudBudget can streamline your financial planning.
- [CloudBudget Pro](https://cloudbudget.com/cloudbudget-pro/) - 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
- [CB Express Installation Guide](https://cloudbudget.com/cb-express-installation-guide/) - Installation Guide 1. Package Installation Step one - Log in to your org on Salesforce.com. Step two - install the CloudBudget Express v1.11. Notice!!! Only the admin or user with admin roots can install the packages on the org. Install the base package into the org. The package includes sObjects and libraries in static resources. Note:
- [CloudBudget Express](https://cloudbudget.com/cloudbudget-express/) - CloudBudget Express CloudBudget Express is a simplified yet powerful budgeting solution designed for small and medium organizations. It offers essential features to streamline and manage the budgeting process efficiently, making it easier for organizations to handle their finances effectively. REQUEST DEMO Key Features Product Highlights Quick-Start Budgets: Generate quick-start budgets based on previous period actuals
- [CloudBudget for Accounting Seed](https://cloudbudget.com/cloudbudget-for-accounting-seed/) - CloudBudget for Accounting Seed Use the deep integration between CloudBudget and Accounting Seed to automate the budgeting process in Salesforce. Seamlessly bring in live financial data for faster, more reliable budget creation, and draw on historical records to enhance forecast accuracy. Then consolidate all your budget details in a single platform, making it easier to
- [CloudBudget for Nonprofits](https://cloudbudget.com/cloudbudget-for-nonprofits/) - CloudBudget for Nonprofits CloudBudget for Nonprofits is specifically designed to meet the unique financial management needs of nonprofit organizations, offering tools to manage restricted and unrestricted funds, track grants and donations, and ensure compliance. With advanced analytics and specialized reporting, it empowers nonprofits to streamline budgeting and maximize their impact. REQUEST DEMO Key Features Enhanced
- [About CloudBudget](https://cloudbudget.com/about/) - OUR MISSION Our mission is to help organizations move past the limitations of spreadsheet budgeting with a powerful, integratable management tool built on the Salesforce platform. Since 2012 CloudBudget experts have been assisting organizations of all types to better budget and plan. The business challenge we set out to solve is the same one we

## CB Reviews

- [Blue California](https://cloudbudget.com/reviews/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 Mustard Seed](https://cloudbudget.com/reviews/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
- [The Assistance Fund](https://cloudbudget.com/reviews/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
- [Priority Dispatch Corp.](https://cloudbudget.com/reviews/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
- [DeVos Foundation](https://cloudbudget.com/reviews/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 Bill of Rights Institute](https://cloudbudget.com/reviews/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
- [Pax Water Technologies](https://cloudbudget.com/reviews/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
- [Mexico Power Group](https://cloudbudget.com/reviews/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
- [Diplomatic Language Services](https://cloudbudget.com/reviews/diplomatic-language-services/) - 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
- [Downtown Streets Team](https://cloudbudget.com/reviews/downtown-streets-team/) - 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
- [Leon Levine Foundation](https://cloudbudget.com/reviews/leon-levine-foundation/) - 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

## Categories

- [News](https://cloudbudget.com/category/news/)
- [Success Stories](https://cloudbudget.com/category/success-stories/)