Cloudbooks App

What Cloudbooks App does

Cloudbooks App is a private US-based SaaS company that operates a cloud-based invoicing and billing platform targeting small businesses, freelancers, and independent consultants. Founded in 2013 and headquartered in New York (with the firmographic city listed as St. Petersburg, Florida), the company sells a single integrated web application that bundles seven core modules: invoicing, estimates, expense tracking, project management, time tracking, online payment acceptance, and purchase order management. The platform runs entirely in a web browser with no installation required, supports multi-currency billing, accepts online payments through native Stripe and PayPal integrations, and automates recurring invoices, payment reminders, and late-fee configuration. Differentiating feature claims include invoice creation in under 30 seconds, unlimited users/clients/invoices (versus capped tiers at QuickBooks and FreshBooks), and a purchase order module that the company states is absent from QuickBooks.

The business model is a self-serve, product-led growth subscription SaaS. Customers sign up directly through cloudbooksapp.com via a 30-day free trial that requires no credit card, and the company relies on content marketing (a 379+ post blog) and SEO-optimized comparison landing pages targeting "QuickBooks Alternative" and "FreshBooks Alternative" search intent to drive top-of-funnel organic traffic. Pricing is positioned at approximately 50% of competing SMB accounting platforms, with a referenced price point of $20/month for the agency-level time tracking tier; no full pricing tier structure is publicly disclosed. The company claims to process more than 10,000 invoices per day across its user base and asserts that customers save roughly 60 hours per month through automation — both self-reported figures from the company blog with no independent verification. No funding rounds, acquisitions, headcount data, revenue figures, or material corporate actions have been disclosed; the firm appears to operate as an independent, bootstrapped private software business.

Name

Cloudbooks App

Legal name

CloudbooksApp

Website

https://cloudbooksapp.com

Company type

Private

Founded year

2013

Operating status

Operating

Headcount range

11–50 employees

Short description

Cloudbooks App is a private SaaS provider of cloud-based invoicing, billing, expense tracking, time tracking, and payment software for small businesses and freelancers, distributed via a self-serve freemium model with native Stripe and PayPal integrations.

Ownership category

akta.pro rank

Headquarters

HQ city

St. Petersburg

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Software

Cost components

Technology or R&D, Personnel, Marketing or Sales, Operations, Infrastructure

Revenue model

1. Subscription SaaS (Software-as-a-Service): CloudBooks operates as a cloud-based SaaS invoicing and billing platform. Users sign up for an account and access the software via the web. The primary revenue model is subscription-based SaaS with a free trial period, offering tiered pricing plans with unlimited access to all features at 50% of the cost of competitors like QuickBooks and FreshBooks. The platform also generates revenue through payment processing facilitation via integrated Stripe and PayPal gateways.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels5 records

Core offering

CloudBooks is a cloud-based SaaS invoicing and billing platform that enables small businesses and freelancers to create, customize, and send professional invoices, generate estimates, log expenses, track billable time, manage projects, and accept online payments via integrated Stripe and PayPal gateways. The platform is positioned as a more affordable alternative to QuickBooks and FreshBooks, offering unlimited users, clients, and invoices at approximately 50% of competitor pricing.

Product overview

CloudBooks is a unified small business billing and invoicing software platform delivered as a single integrated application. The platform comprises seven core functional modules: Invoicing (create/send professional invoices), Estimates (quote/estimate generation with conversion to invoices), Expenses (receipt attachment, custom categories, recurring expenses), Project Management (team collaboration, task assignment, expense logging), Time Tracking (automated timers, billable hours, team tracking), Payments (online payment acceptance via Stripe/PayPal), and Purchase Orders (order lifecycle management). All modules operate within a single cloud-based platform designed for small businesses and freelancers.

Differentiator

Problem solved

Functional benefit

Products and services

• CloudBooks Invoicing

Quantifiable outcome

• Generates more than 10,000 invoices per day across its user base
• +1 more outcomes

Named customers5 records

Segments2 records

Ideal customer profiles2 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration2 records

Feature12 records

Partnerships

Two partnerships are on record, tiered core.

• StripecoreTechnology or IntegrationStripe is integrated directly into the CloudBooks platform as the primary payment gateway for processing online payments. Users connect their Stripe account to CloudBooks and clients can pay invoices using debit/credit cards directly through the Stripe-powered payment page. This integration enables instant cash flow improvement for CloudBooks users.
• PayPalcoreTechnology or IntegrationPayPal is integrated into CloudBooks as an additional payment gateway alongside Stripe. This gives clients the flexibility to pay invoices using their preferred online payment method. The dual gateway integration (Stripe + PayPal) broadens the range of payment options available to clients of CloudBooks users.

Scale indicators2 records

Recent moves1 record

Expansion highlights3 records

Direct peers

• Harvest: Harvest provides cloud-based time tracking with integrated invoicing for freelancers and small teams, closely aligned to CloudBooks' time tracking + automatic invoicing module.
• Wave Accounting: Wave offers free and low-cost cloud-based invoicing and accounting for freelancers and small businesses, directly overlapping CloudBooks' target segment and value proposition of affordable SMB billing.
• Invoice Ninja: Invoice Ninja is a cloud invoicing, expense, and time tracking platform for SMBs with Stripe/PayPal integrations — a near-direct functional overlap with CloudBooks' module suite and integrations.
• FreshBooks: FreshBooks is a cloud-based invoicing and accounting platform targeting freelancers and small businesses — the same core customer and use case as CloudBooks. CloudBooks directly compares itself against FreshBooks as a 50%-priced alternative on dedicated comparison landing pages.
• Zoho Invoice: Zoho Invoice is a free/affordable invoicing app from the Zoho ecosystem for SMBs and freelancers, offering recurring invoices, multi-currency, and payment gateway integrations — the same workflow CloudBooks targets.

Emerging players

• Bonsai: Bonsai is an all-in-one freelancer business suite spanning contracts, time tracking, expenses, and invoices. It overlaps CloudBooks on invoicing and time tracking for the freelancer persona, but extends further into contracts and proposals.

Broad incumbents

• Xero: Xero is a global SMB cloud accounting platform with invoicing, expenses, and project tracking. It overlaps CloudBooks' modules and serves similar SMB and freelancer customers.
• Stripe Invoicing: Stripe Invoicing lets merchants send hosted invoices and accept online payments using the Stripe infrastructure CloudBooks itself integrates with. It is an adjacent/borderline substitute for CloudBooks' core payment + invoice flow, especially for SMBs already on Stripe.
• Square Invoices: Square Invoices is part of the broader Block/Square payments-and-SMB software platform — provides online invoicing with integrated card payments, competing for the same small business billing workflow as CloudBooks.
• QuickBooks (Intuit): QuickBooks is the dominant SMB accounting and invoicing platform, owned by Intuit. CloudBooks explicitly benchmarks itself against QuickBooks on pricing (50% cheaper) and feature gaps such as purchase orders and unlimited user/client caps.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

• Xx.com/Cloudbooksapp

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Cloudbooks App