Cloud-native invoicing and accounting automation for scaling service businesses.
CloudBooks is a robust cloud-based accounting and invoicing solution designed to streamline the financial workflows of small businesses, agencies, and independent contractors. Its technical architecture prioritizes high availability and secure multi-tenant data isolation, ensuring financial records are synchronized across global endpoints in real-time. By 2026, CloudBooks has positioned itself as a central node in the 'automated finance' ecosystem, utilizing heuristic categorization for expense tracking and sophisticated state machines for managing recurring billing lifecycles. Unlike traditional monolithic accounting software, CloudBooks offers a modular approach to project management, integrating time tracking directly with invoice generation through an optimized event-driven architecture. This integration minimizes manual data entry errors and accelerates the quote-to-cash cycle. The platform's 2026 roadmap emphasizes the integration of machine learning for predictive cash flow analysis and automated tax liability forecasting, making it a critical tool for service-based organizations navigating complex international tax compliance and multi-currency transactions.
Uses historical data patterns to automatically assign categories to imported bank transactions.
Professional, local-first accounting and ERP freeware for privacy-conscious global enterprises.
The first cloud-native suite built exclusively for professional accountants to regain control over client accounting.
The intelligent accounting platform designed for non-accountants to master Norwegian tax compliance.
Streamlined professional bookkeeping with local-first data sovereignty and hybrid remote access.
Verified feedback from the global deployment network.
Post queries, share implementation strategies, and help other users.
Configurable event-based triggers that send escalating payment reminders based on invoice aging.
A secure, client-facing environment hosted on a subdomain for invoice approval and payment.
Browser-based and mobile-compatible timers that sync directly with the invoicing module.
Real-time exchange rate fetching and conversion for international billing and reporting.
Real-time calculation of project margins by subtracting logged expenses from billable totals.
AES-256 bit encryption at rest and TLS 1.3 for data in transit.
Manual invoice creation and payment chasing is time-consuming for individual creatives.
Registry Updated:2/7/2026
Auto-track payment status via Stripe.
Difficulty in tracking billable hours across multiple developers and projects.
Managing recurring monthly retainers without manual monthly invoicing.