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The most robust Salesforce platform budgeting and forecasting solution

CloudBudget for Nonprofits is specifically designed to meet the unique financial management needs of nonprofit organizations, offering tools to manage restricted and unrestricted funds, track grants and donations, and ensure compliance. With advanced analytics and specialized reporting, it empowers nonprofits to streamline budgeting and maximize their impact.

Centralized Budgeting

Eliminate spreadsheet chaos by managing all budget data, workflows, and updates directly in Salesforce—while staying Excel-friendly when it makes sense.

Advanced Planning & Forecasting

Apply your financial logic, run multi-scenario forecasts, and analyze plan vs. actual in real time for faster, more confident decisions.

Automated Workflows

Streamline approvals, automate routine tasks, and integrate with the systems you use every day—ensuring consistency and efficiency.

Secure, Compliant & Audit-Ready

Meet data privacy standards, encrypt sensitive information, and maintain complete change history for transparency and audit confidence.


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Robert Morrison
917-940-9328