CloudBudget

CloudBudget builds a fully native application on the Salesforce Lightning Platform, giving organizations a way to manage budgeting directly inside Salesforce rather than through a separate system. Because it integrates with Salesforce and other Force.com apps, budgeting data stays connected to the CRM data organizations already track. Clients include Mexico Power Group, Pax Water Technologies, The Bill of Rights Institute, DeVos Foundation, and Priority Dispatch Corp.

The application covers custom dashboards, real-time planning, rolling forecasts, and budget templates, with a focus on producing error-free reports and variance analysis. CloudBudget works with implementation partners and integration partners to help organizations set up and connect the system, positioning the product as a way to integrate and streamline an organization's budgeting process within its existing Salesforce environment.