Sage Marketplace
Sage Marketplace · CloudBudget


Cloud convenience and platform power
The CloudBudget – Sage Live combined solution allows you to automatically import actuals into CloudBudget, to export planned data into Sage Live, and to produce real-time, dynamic reports that give management a clear picture of your organization.


  Finance, Expense management, Business Management Solution, Budgeting and Forecasting

  Canada, France, Ireland, Spain, UK, US, Germany

  Non-Industry Specific

  Midsized business

 $50 per license per month

View Video

Since 2010 CloudBudget has been assisting organizations of all sizes and types to better budget and plan. The problem we sought to solve and continue to confront is the spreadsheet-centric budgeting process too many organizations rely on despite the painful drawbacks. Our goal was to design a product that affordably leverages the strengths of Salesforce and the platform to bring relief to organizations struggling with consolidation, workflow control, validation, permission control, reporting, integration and other basic budgeting needs that spreadsheet approaches make difficult.
Efficiently plan collaborative budgets and measure the financial stability of your organization with line item budgetary tracking and real-time reporting with actual/planned data analysis.
Free your Organization from Spreadsheet Budgeting Frustrations

CloudBudget is powerful and comprehensive budgeting app that is native. Move beyond Excel spreadsheet budgeting limitations and say goodbye to formula errors, version control confusion, permission difficulties, and inconsistent data.
CloudBudget – Sage Live gives you the ability to build a complete financial contour for planning, setting controls for actuals, and tracking differences between budget vs actual.
The combined solution automatically allows you to import actuals into CloudBudget and to export planned data directly into Sage Live to set budget controls, and to produce real-time, dynamic reports that give management a clear picture of your organization.
Planning in the CloudBudget Just Makes Sense

- light implementation process (starting from 1-2 weeks)
- enjoy having all data in one place
- set permissions to any level
- integrated with Sage Live and Salesforce CRM. Easy integration
   with all apps
- coordinate and communicate with your team via a robust workflow
   and Salesforce Chatter
- oversee the planning process in real-time via the Approvals Report
- scalable and secure

Budget and Track Planned and Actual Data
- revenue
- operating expenses
- employee related expenses and charges
- taxes
- cash inflows and outflows
    (Accounts Receivable and Accounts Payable)
- borrowings
- fixed Assets
CloudBudget – Sage Live Reporting

- dynamic reports on the chart of accounts and dimensions levels
  with both planned and actual data mapped to each other
- profit and loss
- balance sheet items
- export to Excel


917 940 9328
[email protected]
submit cases via the CloudBudget Case Tool


Sage Live

You may also be interested in