CloudBudget

What CloudBudget does

CloudBudget is a Salesforce-native budgeting and forecasting application built entirely on the Lightning Platform using Lightning Web Components (LWC). The company provides tiered products - CloudBudget Express ($25/user/month) for small organizations, CloudBudget Pro ($60/user/month) for mid-size and large organizations, a Nonprofits edition ($50/user/month), and a CloudBudget for Accounting Seed bundle with custom pricing - targeting finance teams that today rely on spreadsheet-driven processes. Core capabilities include automated calculations, budget allocation across departments/projects/funding sources, payroll forecasting, multi-currency support, rolling forecasts, role-based approvals, Excel import/export, and an AI Copilot (launched September 2024, leveraging GPT4) that handles natural language budget commands and predictive budget formation.

The product portfolio integrates deeply with Salesforce-native accounting backbones (Accounting Seed, Certinia/FinancialForce, GoldFinch) and adjacent systems (Deltek, Salesforce NPSP), positioning CloudBudget as the budgeting layer in a "best-of-breed Salesforce finance stack." Recent strategic moves have opened the public sector via Carahsoft (July 2024), deepened the nonprofit/foundation market via Foundation Partners (March 2026), and added dedicated implementation partner eClouds (June 2024). The customer base spans small nonprofits (The Mustard Seed, Downtown Streets Team), large foundations (Leon Levine, DeVos), mid-market (Pax Water, Diplomatic Language Services), commercial enterprises (a large insurance company managing a $300-500M budget, Priority Dispatch Corp at $40M revenue, Santex in Argentina), and government agencies (Industrial Commission of Arizona).

The business model is per-seat subscription billing (monthly cadence), with non-profit discounts and custom pricing for Accounting Seed and Grant Management deals; revenue is generated through direct enterprise sales, the Salesforce AppExchange marketplace, and channel partners - including Force.com implementation partners, integration partners, and the Carahsoft government reseller. The company operates as a privately held entity headquartered in Chapel Hill, North Carolina, with 11-50 employees, and does not disclose revenue, funding, or ownership.

Name

CloudBudget

Legal name

CloudBudget

Website

https://cloudbudget.com

Company type

Private

Founded year

2009

Operating status

Operating

Headcount range

11–50 employees

Short description

CloudBudget is a Salesforce-native budgeting and forecasting application that helps nonprofits, government agencies, and commercial organizations replace spreadsheet-based budgeting with automated, real-time planning integrated to accounting systems like Accounting Seed and Certinia.

Ownership category

akta.pro rank

Headquarters

HQ city

Chapel Hill

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

Revenue model

1. Software Subscriptions: Subscription-based pricing per user per month for CloudBudget Express ($25), Pro ($60), and Nonprofits ($50). Revenue derived from recurring software licenses sold directly and through partners.
2. Partner Implementation Services: Implementation partners charge their usual rates for consulting and project implementation services. CloudBudget refers implementation leads to partners and supports sales efforts.
3. License Sales Through Partners: Partners generate recurring revenue from license sales, creating a channel revenue stream.

Pricing tiers

Go-to-market motion4 records

Distribution channels5 records

Marketing channels6 records

Core offering

CloudBudget is a cloud-based budgeting application built natively on the Salesforce Lightning Platform using Lightning Web Components. It provides finance professionals with real-time budget creation, planning, forecasting, allocations, multi-currency support, and budget-vs-actuals analysis integrated directly with Salesforce and accounting systems such as Accounting Seed, Certinia, and GoldFinch. The platform serves small to large businesses, nonprofits, and government agencies with specialized variants for nonprofit fund/grant management and Accounting Seed users.

Product overview

CloudBudget is a unified Salesforce-native budgeting platform with multiple specialized products. The core offerings include CloudBudget Pro (enterprise-level) and CloudBudget Express (SMB-focused), both built on Salesforce Lightning Platform. These integrate with accounting systems including Accounting Seed, Certinia, GoldFinch, and Deltek. The product suite includes specialized variants: CloudBudget for Accounting Seed provides deep integration with Accounting Seed users; CloudBudget for Nonprofits adds Salesforce NPSP integration, grant management, and fund tracking; and the Grant Management Extension handles program/project allocations. The CB Payroll Extension handles employee expense planning. The platform features AI Copilot for natural language budget management and automated calculations.

Differentiator

Problem solved

Functional benefit

Brands

• CloudBudget Pro: Comprehensive suite of tools designed to streamline and enhance the budgeting process with centralized budget management, flexible structure, real-time integration, AI Copilot, automated calculations, and dynamic reporting.
• CloudBudget Express
• CloudBudget for Nonprofits
• CloudBudget for Accounting Seed
• CloudBudget Grant Management Extension
• CB Payroll Extension

Products and services

• CloudBudget Pro Comprehensive budgeting solution for midsize and large organizations, built on Salesforce Lightning Platform. Offers centralized budget management, real-time integration with accounting systems, AI Copilot, automated calculations, dynamic reporting, rolling forecasts, multi-currency support, and role-based access controls.
• CloudBudget Express Simplified budgeting solution for small and medium organizations. Includes quick-start budgets, quarterly management mode, Excel Mirror feature for data import/export, up to 500 budget lines, and sharing rules for team collaboration.
• CloudBudget for Accounting Seed Specialized product with deep integration into Accounting Seed. Automates data synchronization for GLs, departments, and accounting variables in real-time. Features automated base budget creation from prior year data, cash flow projections, and two-directional data integration.
• CloudBudget for Nonprofits Nonprofit-specific budgeting solution with tools for managing restricted and unrestricted funds, tracking grants and donations, and ensuring compliance. Includes Salesforce NPSP integration, project/program allocation, specialized dashboards, KPI alerts, and predefined analytics for funds/grants/projects.
• CloudBudget Grant Management Extension Extension for allocations across programs, projects, and grants. Includes fundraising management, allocation over program/project/grant, special dashboards, and applicant community portal.
• CB Payroll Extension Payroll extension that integrates with CloudBudget for detailed planning and forecasting of employee-related expenses including base salary, bonuses, taxes, and employer charges.

Quantifiable outcome

• 5-7% reduction in operating costs (excluding salaries) due to automated budget processes and regular budget plan comparison
• +3 more outcomes

Named customers16 records

Segments6 records

Ideal customer profiles5 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration7 records

AI capability6 records

Feature10 records

Partnerships

Seven partnerships are on record, tiered core, strategic and minor.

• Foundation PartnerscoreStrategic or Co-development Partner · 9 March 2026CloudBudget partnered with Foundation Partners to bring end-to-end financial management to foundations on Salesforce. CloudBudget serves as the budgeting layer in Foundation Partners' integrated cloud environment alongside Fund 360 for fund accounting. Provides foundations with budgeting, forecasting, and variance analysis capabilities within Salesforce.
• CarahsoftcoreChannel Partner/ Reseller/ Distributor · 18 July 2024CloudBudget is an official Carahsoft public sector solution on Salesforce.com, available through Carahsoft's AppExchange ecosystem. Enables government agencies to procure CloudBudget through Carahsoft's government contract vehicles.
• eCloudsstrategicImplementation/ SI/ Consulting Partner · 13 June 2024Strategic partnership with eClouds, a leader in innovative Salesforce implementations. eClouds brings expertise in CRM solutions, Accounting Seed, and ERP systems. eClouds customers gain access to CloudBudget applications for budgeting and grant management.
• CloudteamminorGTM or Marketing Partner · 30 January 2024Joint webinar partner for CloudBudget product demonstrations. Cloudteam organizes Salesforce-focused webinars featuring CloudBudget demos.
• Accounting SeedcoreTechnology or Integration · 13 September 2023Strategic partnership resulting in seamless integration between CloudBudget and Accounting Seed. The integration facilitates quick-launch budgets based on prior actuals, dynamic budget reporting and dashboards, multi-year budgets, forecasting, automated GL and accounts mapping, and loading of Accounting Seed Financial Cubes. Two-directional data synchronization enables real-time budget vs actual comparisons.
• CertiniacoreTechnology or IntegrationCloudBudget integration with Certinia (formerly FinancialForce) provides seamless financial management for Certinia users. Features include fully Lightning application built with LWC, configurable and customizable budgeting, automated data updates, and real-time budget vs actuals analysis. Integration enables nightly data synchronization.
• Diplomatic Language Services (DLS)minorImplementation/ SI/ Consulting PartnerSuccessful collaboration with DLS, a midsize government contractor specializing in language support. CloudBudget deployed as primary budgeting tool integrated with existing Accounting Seed system, supporting budget planning and tracking at project level.

Scale indicators5 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• Vena Solutions: Excel-native FP&A and budgeting platform aimed at mid-market and accounting-led finance teams; directly comparable in replacing spreadsheet budgeting with structured planning, often competing against CloudBudget in finance department RFPs.
• Anaplan: Enterprise connected planning platform covering budgeting, scenario modeling, and financial planning; competes for the same mid-to-large CFO/FP&A budget and can supplant or be supplanted by CloudBudget in similar deals.
• Planful: Cloud-native FP&A platform (formerly Host Analytics) targeting mid-market and enterprise finance teams with budgeting, forecasting, and reporting — directly comparable to CloudBudget Pro for the same buyer.
• Workday Adaptive Planning: Workday's FP&A/budgeting suite (acquired from Adaptive Insights) is the most prominent cloud-native budgeting competitor; targets the same finance buyer with planning, forecasting, and modeling capabilities that overlap directly with CloudBudget Pro.

Broad incumbents

• Certinia (formerly FinancialForce): Native Salesforce PSA/ERP/accounting platform with built-in budgeting and forecasting; despite being a CloudBudget integration partner, it competes at the margin by offering native planning features to its installed base.
• Sage Intacct: Cloud financial management suite with strong budgeting and reporting for SMB and mid-market; serves the same CFO buyer as CloudBudget Express/Pro, especially in nonprofits and professional services.
• Blackbaud: Vertical SaaS suite for nonprofits (Financial Edge NXT, etc.) with grant and fund accounting; competes with CloudBudget for Nonprofits and Grant Management Extension in the same foundation/nonprofit buyer segment.

Emerging players

• Cube Software: Spreadsheet-native FP&A tool integrated with Excel/Google Sheets and ERPs; overlaps with CloudBudget's Excel Mirror approach and competes for the same finance teams migrating off manual spreadsheet budgeting.
• Float (cash flow forecasting): Cash flow and budgeting tool popular with SMBs and finance teams; partial overlap with CloudBudget Express for simplified planning use cases.
• Mosaic: Modern FP&A platform for SaaS and growth-stage companies covering budgeting, rolling forecasts, and reporting; comparable to CloudBudget Pro for the same planning workflows with a stronger data/BI orientation.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

Compliance2 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 records

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 CloudBudget