Clear Books Software


 

Clear Books is a cloud-based accounting solution for small businesses. It enables users to track key financial numbers through a dashboard. The solution can send automatic payment reminders and supports multiple currencies to create customizable invoices.

Features of Clear Books includes fixed asset registers, dashboard, contacts, purchases, sales, reports and more. The solution allows business owners and accountants to import bank statements and reconcile statements for multiple accounts. Users can also keep track of expenses and purchases by entering details about suppliers who owe money and expected claims.

Clear Books has advanced reporting tools which allow users to view balance sheets, profit and loss statements, audit logs and trial balance reports. Clear Books provides built-in templates to calculate dividends and pay outs. The solution also provides integration with FreshBooks, PayPal, Google, MailChimp, ChannelGrabber, Commusoft, DueDil and Capsule.

 

Clear Books - Cashflow activity
 
  • Clear Books - Cashflow activity
    Cashflow activity
  • Clear Books - Financial reports
    Financial reports
  • Clear Books - Invoice details
    Invoice details
  • Clear Books - User dashboard
    User dashboard
Supported Operating System(s):
Web browser (OS agnostic)

23 Reviews of Clear Books

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John from Dr Jones PC Support
Number of employees: 2-10 employees Employees number: 2-10 employees

September 2017

September 2017

Clear Books has been a vital tool in managing my day to day finances for my business.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

Before Clear Books, I used an alternative free version of a similar system. After growing to a certain size, I spoke with my accountant to move to something that could push the limits of a free product. Using Clear Books means that my accountant better understands my finances, and can advise accordingly.

The key benefits to Clear Books are the Dashboard and the integration of Go Cardless for easy one-click invoice collection. My businesses never have to worry about BACS transfers or payments as I can collect any invoice using the pre-authorisation method for each invoice raised. Clear Books will also generate the necessary bills to make sure that any interest or fees paid are correctly categorized and settled. You can also keep an eye on who's transactions are currently being progressed and who's have been paid. Tie in the Go Cardless integration with reoccurring invoice templates and I have myself a feasible, cost effective means of Direct Debit without the expensive setup costs and benefit from the low-interest rate.

Pros

The Clear Books system is very easy to navigate and with the integration of your data into a one-stop dashboard which is customisable to your needs, you get a very in-depth overview on how your business finances look at a glance. This is a vital tool for me as I don't need to keep running regular reports to see how my finances are, I check the dashboard and it has already done the hard work for me. From the dashboard, I can easily find how much profit, expenditure, income and outstanding invoices come to. From there, I can work out what is bringing the finances down and what is building the finances up.

Cons

In regards to the overall system, I do not have any particular dislikes but more of a difficulty understanding how to apply any refunds and credits within the system. When I issue refunds or have credits applied to any of my supplier accounts, this is often something I have to speak to my accountant about.

My second point is around Quotes. These tend to remain on the system even after the invoice has been generated from them. It would be more efficient to have a check box to confirm completion of the quote rather than creating the invoice, then clearing down the quote. Not a big issue, but would save some time when you have a batch of quotes you've forgotten to clear down that could have been addressed at the time of invoice conversion.

Review Source: Capterra
 

Kerensa from Emscar Limited
Number of employees: 11-50 employees Employees number: 11-50 employees

September 2017

September 2017

Find the package very easy to use and any problems I have had have been resolved quickly.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Pros

Ease to use by a non accountant, common sense view, easy to navigate, can be viewed by others if necessary without having to close the package.

Cons

When you input too many lines in a bill the package can lock and you have to start from scratch, it doesn't automatically save until you press the save button.

Review Source: Capterra
 

Sharon from Vonaq Technology Limited
Number of employees: 2-10 employees Employees number: 2-10 employees

September 2017

September 2017

Easy to use and full of useful tools

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

Easy to use on a day-to-day basis and great reporting and search functionality.

Pros

ClearBooks is easy to use and has a myriad of useful tools. It has a great search function, excellent reporting capabilities and the Dashboard provides an excellent top level review of how the business is doing.

Cons

The document templates can be difficult to tailor to your own requirements - however, the support team is amazing.

Review Source: Capterra
 

KATE from MANILA GPS TRACKERS

December 2016

December 2016

CLEAR BOOKS, ACCOUNTING PARTNER

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

CLEAR BOOK is simple to use, clear, and generally intuitive accounting software. It has a nice lay out and good feature selection, and it also has neat invoicing and payroll features. It is used by many accountants, including several small accounting firms.

Review Source: Capterra
 


March 2016

March 2016

Useless customer service and disonest business practices

Ease-of-use

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Product Quality
Quality
Value for Money
Value
Support

Did trial back in October but didn't buy the monthly subscription after

This March dediced to give it another go and start the paid subscription,and this is when their incompetence started, not only they took 1 monthly payment of £24 but the days after kept taking £24 payments from my account ,3 times totalling £72 was taken (apparently the system decided to back charge on payments since the trial!) , and a fourth payment that got declined by the bank.

After complaining to customer service and ask for a refund of the payments taken by mistake on the 8th, still waiting for refund to be made! now been two weeks waiting for a refund.

Several emails sent, calls, several excuses (best one being that the CFO needs to authorise/sign off the refund( a CFO needs to authorise a refund of £72!!) but refund nowhere to be seen even after confirming (and me chasing again) that it had been authorised.

Cancelled subscription as its obvious there are not to be trusted with one's financial details and seem incompetent to perform a basic financial task as a refund.

Pros

Product fairly easy to use

Cons

Interface could be improved
Customer service extremely slow and pretty much useless
Don't give them your card details!

Review Source: GetApp
 

Sam

February 2015

February 2015

Great team

Product Quality

Product Quality
Quality

I've worked with the Clearbooks team on various occasions and have always found them to be welcoming, astute and passionate about what they do. They have a clear vision and have grown at a speedy pace over the last couple of years, due to the talent and dedication of the team. I'm sure that in a short amount of time, Clearbooks will be the go-to software for businesses large and small.

Review Source: GetApp
 

Nick

January 2015

January 2015

Made the finance stuff easier

Product Quality

Product Quality
Quality

Clear Books has helped to cut my accounting costs through one of their partners and has given me a quicker way to see how the business is performing.

Pros

Great UI
Nice reports
Easy for accountant to use

Review Source: GetApp
 

Martyn

December 2014

December 2014

Simply The Best, Better than All The Rest.....

Product Quality

Product Quality
Quality

In simple terms it's a brilliant piece of software!
Let's not get hung up on 'cloud accounting' as there are a few players now so it's not unique however:
If clients can understand it with very limited knowledge of accounting then it ticks the first box.
If accountants find it easy to use and accessible then you're ticking the next box.
Follow that up with on-line filing of data and other data imports (e.g. Yodlee) then you're onto a winner.

You wouldn't convert a petrol car to electric to be more efficient, you'd go out and buy an electric car instead. So don't try and use a desktop package that purports to be cloud based. Get the best and easiest cloud based package and start saving time, money and improve your business straightaway.

Pros

It's easy to use
Cloud based
Bank import tool
On-line filing
Clear dashboard
Multi user
Accessible by client and accountant
Real time information
Send invoices by e-mail
Upload scans of purchase invoices so that you don't need paper copies

Cons

Needs more add-ons however when you raise an issue with ClearBooks staff they usually respond quickly so I would expect to see some more soon

Review Source: GetApp
 

Kaziu

December 2014

December 2014

Clear Books

Product Quality

Product Quality
Quality

We have been using Clear Books since 2010. I cannot praise the team highly enough, top class and personable customer service every time. They are very good at listening and delivering.

The software itself is intuitive and easy to use at all levels. A constantly improving platform.

Review Source: GetApp
 

Martin from Business Doctors
Number of employees: 11-50 employees Employees number: 11-50 employees

December 2014

December 2014

ClearBooks tools and support

Product Quality

Product Quality
Quality

With a raft of suppliers in the market for Cloud based accounting services, ClearBooks stands out on both simplicity, feature options and when required, the exceptional support team, who work with you to inform and conclude any queries. Very pleased to recommend to our clients.

Pros

Simplicity, functionality, feature options, help and support

Cons

None found to date

Review Source: GetApp
 

Nick from Crowd2fund
Number of employees: 2-10 employees Employees number: 2-10 employees

December 2014

December 2014

Best cloud accounting software on the market. A champion for British businesses.

Product Quality

Product Quality
Quality

I trialled a range of different cloud accounting products before choosing Clearbooks. The software is intuitive and has a clean interface. In addition, Clearbooks is tailored for the British market which means that the company's product roadmap prioritises changes within the local tax regime. Also, in the few times I have needed to, it has been is super easy to get through to the customer support team and have my queries dealt with efficiently and in a timely manner.

Review Source: GetApp
 

Andy

December 2014

December 2014

ClearBooks - simply the best

Product Quality

Product Quality
Quality

Having researched the online accounting software market extensively over the past couple of years we took the massive decision in December 2013 to select a preferred online accounts system for our growing accountancy practice.

Our team were all involved in the selection process and unanimously chose ClearBooks above all other contenders.

We have made absolutely the right decision. In our view Sage is light years behind, Freeagent unable to cope with a proper business and Xero looking tired and dated. ClearBooks is simply the best!

Whilst the implementation process has involved a significant investment in time, training and supporting our clients we are without doubt now seeing significant benefits from the system. The team at ClearBooks have been fantastic - very approachable and responsive and keen to listen to suggestions for future system developments and enhancements.

We have been involved with a couple of Customer Accelerated Development projects and these have delivered in a timely and professional way.

Review Source: GetApp
 

Peter

December 2014

December 2014

5 years and counting!

Product Quality

Product Quality
Quality

I've been using Clearbooks for over 5 years now and it works great. I add my transaction details myself (which is really easy) every 1-2 weeks so I see up-to-date information about my business' performance. The generated reports are great and I love checking my profit&loss and balance sheet every 1-2 days.

I also use it for invoicing and it's really easy to use and understand.

Pros

Reports & Graphs
Invoicing
VAT return generation

Cons

Nothing

Review Source: GetApp
 

Dipak

December 2014

December 2014

Bookkeeping software which is value for money

Product Quality

Product Quality
Quality

In my opinion Clear Books is a very functional cloud bookkeeping software. I recommend it to my clients because it is easy to use, is value for money, has good support and their development team regularly adds new functions.

Pros

Ease of use, Value for money, good support, suitable for most businesses.

Cons

None that I have come across so far.

Review Source: GetApp
 

Christian from hobbyDB
Number of employees: 2-10 employees Employees number: 2-10 employees

December 2014

December 2014

Moved from Sage and did not look back

Product Quality

Product Quality
Quality

For my last UK business I moved accounting over from Sage to Clearbooks and loved all aspects of it, the pnboarding was great as they were there when we had issued and the operations was super easy. Only downside I came across is that they do not offer an American package for my new business in Colorado... Clearbooks rocks!

Review Source: GetApp
 

Jiri from Pegasystems
Number of employees: 1,001-5,000 employees Employees number: 1,001-5,000 employees

December 2014

December 2014

AAA: Amazing Accounting Application

Product Quality

Product Quality
Quality

Clear Books is a simple yet robust platform that makes your business life easier. Accounting should give you a clear picture of how your business is doing. Clear Books is not wasting your precious time and that's why I recommend Clear Books as a great online tool that supports your future growth.

Pros

Friendly team
Robust yet simple platform
All in one package
Intuitive interface

Cons

Not that I know of.

Review Source: GetApp
 

'Glen

December 2014

December 2014

Clear Books a clear winner

Product Quality

Product Quality
Quality

Clear Books is a highly innovative and forward thinking British business that has broken the mould of the established software accounting market. Through its modern cloud services, accountancy firms and small businesses like mine can free up their precious time and resources. Even for people who shy away from numbers and what has been the drudgery of doing their bookkeeping / accounts, Clear Books is actually enjoyable and fun!

Pros

Modern cloud based accounting
Saves a lot of time
Frees up resources
Makes accounting easier and more transparent than previously
Easily keep on top of your numbers
Always innovating and introducing new services
Highly collaborative

Cons

I can't think of any!

Review Source: GetApp
 

Kai from IAK Media Ltd
Number of employees: 2-10 employees Employees number: 2-10 employees

December 2014

December 2014

Great time-saving accounting software

Product Quality

Product Quality
Quality

A very nice piece of software with an intuitive interface. Certainly makes day-to-day bookkeeping straightforward. Highly recommended.

Pros

- Well-designed
- User-friendly
- Cloud/web-based
- Easy invoicing features
- Automated payroll integration
- Good value for money

Review Source: GetApp
 


December 2014

December 2014

Great Piece of Sotfware

Product Quality

Product Quality
Quality

Tried a number of solutions in the past but Clear Books seems to be the one I was after. Been using it for a couple of years now and still happy with it. Can access it anywhere anytime as it's online so very convenient when you're on the go a lot. Mobile app a big plus as well. Both my accountant and I can access my account at the same time and discuss things. Dealt with their support team too, and pleased with their assistance.

Pros

- online access
- multiple users
- free support
- good financial reporting
- free trial so you don't have to pay anything up front
- user-friendly dashboard
- mobile app

Cons

- can't think of any just now

Review Source: GetApp
 

Yousef

December 2014

December 2014

Excellent Product, Excellent Service, Excellent People!

Product Quality

Product Quality
Quality

I started using Clear Books in 2010, and haven't looked back.
It is easy to use and does everything I need it to - and more.
It allows me to easily keep my details in sync with my Accountant; generate Invoices, upload bank statements and receipts - everything my small business, needs.
The few occasions where I've needed to speak with customer service, (either via Twitter, over the phone or in person), they've been swift, engaged and solve the problem.

But what I like most is that they support the small business community through their blog and multiple community events throughout the year.
All their awards are well deserved.

Pros

Simplicity.
Clarity.
Great Service.
Helpful and engaging people.

Cons

It's still no replacement for an accountant; however, they also helped me find one of those, too! :-)

Review Source: GetApp
 
 
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