Product update
Budget Allocation in CloudBudget
Allocate shared costs and budget amounts across projects, departments and other planning categories using configured rules.
Salesforce-native budgeting and forecasting
Plan, forecast, and control budgets inside Salesforce.
CloudBudget brings budget owners, actuals, Payroll Forecast, approvals, and reporting together in the Salesforce org your team already uses.
Explore the product workflows
Budget Manager
Filter the budget by year and planning dimensions, then enter monthly amounts alongside department and consolidated totals.
Enlarge Budget Manager screenshotBudget vs. Actuals reporting
Compare monthly budget and actual amounts by grant, with quarter totals in the same report.
Enlarge Budget vs. Actuals reporting screenshotDriver assumptions
Maintain monthly selling-price and cost-price assumptions in the Data Dictionary, with a selected layer and budget year.
Enlarge Driver assumptions screenshotPayroll Forecast
Plan workforce costs alongside the rest of your budget.
Review employee compensation assumptions and their monthly calculation results, then allocate forecast costs into department and program budgets.
Payroll Forecast is included in CloudBudget Pro, CloudBudget for Accounting Seed, and CloudBudget for Nonprofits.
Customer reviews
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View full review from Suzette IrwinOur experience with CloudBudget has been exceptional, driven by a development team that is professional, patient, and truly knowledgeable in the fields of finance, planning, and accounting.
View full review from Steven AlseneAs one of CloudBudget's first clients on AccountingSeed, we worked closely with their technical team to ensure that the application was integrating smoothly and producing accurate results for our budget to actual comparisons.
View full review from Jessica FreelyThe ability to track budgets and actuals in one place, fully integrated with Salesforce, has replaced our patchwork of spreadsheets and brought clarity to our financial picture.
Latest News
All NewsCustomer story
Helping TAF Streamline Budgeting and Payroll Calculations
The Assistance Fund used CloudBudget alongside Accounting Seed to improve payroll planning, departmental budgeting and controlled salary reporting.
Customer story
ICA Streamlines Budgeting and Thirteen Custom Reports with CloudBudget
The Industrial Commission of Arizona replaced fragmented spreadsheets with a centralized workflow for allocations, payroll calculations and state and federal reporting.