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.

Supported Operating System(s):
Web browser (OS agnostic)

25 Reviews of Clear Books

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  • Pia from AllTourNative Amsterdam

    July 2018

    Great tool to work with!

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

    Easy to use and has great tools to work with. reports are very useful and helpful to get a good overview of how business is going. Saves time and is effciient. i would recommend to any small business.

    Cons

    I find there could be improvements in some features, but the customer support is very helpful and I find that they make changes according to the feedback they get, so I can see how this application will grow and imporve.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra

    Response: Clear Books, Clear Books plc

    July 2018

    Hi Pia, Thank you so much for your review. We love that you are enjoying using Clear Books. We are working hard to continue to improve the system to help you work better in the future. If you have any specific improvements, please let our support team know because they sit about 10 paces across the office from our Head of Product! Kind regards, Karina

  • TAHA from JAMEEL TRADING COMPANY

    July 2018

    GOOD ONE

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

    AGAIN THIS ONE THE GOOD ACCOUNTING SOFTWARE FOR ALL THE PEOPLES WHO HAVE SMALL BUSSNIESS AND LIMITED BUSSINESS

    Cons

    I DONT FIND BIG DRAW BACK IN THIS THE ONLY ONE I FIND IS THAT IT IS FOR A VERY LIMITED SEGMENT OF PEOPLES

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • John from Dr Jones PC Support

    Number of employees: 2-10 employees

    September 2017

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

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    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.

    This review was submitted organically. No incentive was offered
    Review Source: Capterra
  • Kerensa from Emscar Limited

    Number of employees: 11-50 employees

    September 2017

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

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    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.

    This review was submitted organically. No incentive was offered
    Review Source: Capterra
  • Sharon from Vonaq Technology Limited

    Number of employees: 2-10 employees

    September 2017

    Easy to use and full of useful tools

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    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.

    This review was submitted organically. No incentive was offered
    Review Source: Capterra
  • KATE from MANILA GPS TRACKERS

    December 2016

    CLEAR BOOKS, ACCOUNTING PARTNER

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    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
  • Verified Reviewer

    Number of employees: 2-10 employees

    March 2016

    Useless customer service and disonest business practices

    Ease-of-use
    Quality
    Support
    Value for Money

    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
  • February 2015

    Great team

    Quality
    Support
    N/A

    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
  • January 2015

    Made the finance stuff easier

    Quality
    Support
    N/A

    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
  • December 2014

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

    Quality
    Support
    N/A

    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
  • December 2014

    Clear Books

    Quality
    Support
    N/A

    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

    December 2014

    ClearBooks tools and support

    Quality
    Support
    N/A

    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

    December 2014

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

    Quality
    Support
    N/A

    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
  • December 2014

    ClearBooks - simply the best

    Quality
    Support
    N/A

    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
  • December 2014

    5 years and counting!

    Quality
    Support
    N/A

    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
  • December 2014

    Bookkeeping software which is value for money

    Quality
    Support
    N/A

    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

    December 2014

    Moved from Sage and did not look back

    Quality
    Support
    N/A

    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

    December 2014

    AAA: Amazing Accounting Application

    Quality
    Support
    N/A

    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
  • December 2014

    Clear Books a clear winner

    Quality
    Support
    N/A

    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

    December 2014

    Great time-saving accounting software

    Quality
    Support
    N/A

    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
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