Clear Books

RATING:

4.6

(34)

About Clear Books

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. Cle...

Awards and Recognition

FrontRunner 2017
Software Advice's FrontRunners report ranks top products based on user reviews, which helps businesses find the right software.

Clear Books Pricing

Pricing plans are flexible and can be cancelled at any time with no additional costs. Small: Month plan: £5.00/month for the first 3 months and £10.00/month after. Year plan: £4.50/month for the first 3 months and £9.00/month after. 2 year plan: £4.00/month for the first 3 months and £8.00/month after. Large: Month plan: £10.75.00/month for the first 3 months and £21.50/month after. Year plan: £9.68/month for the first 3 months and £19.35/month after. 2 year plan: £8.60/month for the first 3 months and £17.20/month after.

Starting price: 

£12.00 per month

Free trial: 

Available

Free version: 

Not Available

Cashflow activity

Clear Books Reviews

Overall Rating

4.6

Ratings Breakdown

Secondary Ratings

Ease-of-use

4.5

Customer Support

4.5

Value for money

4

Functionality

4.5

Most Helpful Reviews for Clear Books

1 - 5 of 34 Reviews

User Profile

Verna

Verified reviewer

Staffing and Recruiting, 5,001-10,000 employees

Used daily for more than 2 years

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

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed November 2019

Clear Books can be easily managed our accounts transactions.

Before using this accounting software, I always worried about the accounts and invoices transactions but now a days, through the Clear Books software I always free from any tension which is related from my accounts transactions.

PROS

By using that accounting software, then we can sell all our sales and marketing products without any thinking about the invoices losses because the Clear Books always provide its customer with fully invoices and expenses profit. We are always get all the financial reports about our accounts activity and get the progress of invoices and expenses, So in that way we can saw our profit in sales and marketing.

CONS

Sometimes, due to accounts problem we cannot easily get all our invoices and expenses with the normal process. But as we saw the Clear Books comparison software's, then we conclude that it is always best for accounts management with great customer invoices and expenses features.

John

Information Technology and Services, 2-10 employees

Used daily for less than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed September 2017

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

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.

Tim

Marketing and Advertising, 1 employee

Used monthly for more than 2 years

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

OVERALL RATING:

3

EASE OF USE

5

VALUE FOR MONEY

3

CUSTOMER SUPPORT

3

FUNCTIONALITY

5

Reviewed May 2022

Easy to use

PROS

Stores customer information to make repeat billing easy. Links to bank account too

CONS

I was a user for a long time then my subscription was raised by a high margin

Reasons for switching to Clear Books

Integrations and specific accounting features

User Profile

Kavindu Githsara

Verified reviewer

E-Learning, 11-50 employees

Used daily for less than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed February 2023

Clearing the Books with Clear Books

Overall, I believe that Clear Books is a good choice for small and medium-sized businesses looking for a simple and affordable solution to manage their finances. However, some improvements to the software's performance and support system would enhance the user experience even further.

PROS

Starting with the pros, Clear Books has a user-friendly interface that makes it easy for me to navigate and understand. The software is comprehensive, covering all aspects of accounting and finance, from invoicing to tracking expenses and generating financial reports. I also appreciate the automation features, such as automatic categorization of expenses and recurring invoices, which saves me time and reduces the risk of manual errors.

CONS

On the other hand, there are some cons to consider as well. The software can be slow at times, causing frustration and slowing down my work. Additionally, the support system could be improved, as I have encountered a few issues where it took a while to get a response or resolution.

User Profile

Anderson

Verified reviewer

Government Administration, 501-1,000 employees

Used daily for less than 12 months

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

OVERALL RATING:

4

EASE OF USE

4

VALUE FOR MONEY

4

CUSTOMER SUPPORT

4

FUNCTIONALITY

4

Reviewed December 2018

Excellent solution to carry and track the accounting

It has been very productive to have a tool like this software since it compiles the accounting information and helps you manage it so that you can have all your accounting in order and reconciled, even emits reports that are very useful when making decisions, facilitates payment of taxes and the management of payments with our suppliers

PROS

It has a panel through which you can control the most important aspects of your accounting, program reminders and automate the payments you should make, another aspect that I like is your billing module, you can customize and adapt to your needs, manage the part You only have to import the bank statements and reconcile your accounts effectively

CONS

In general lines is a fairly complete software, however I have noticed that it does not allow you to repeat certain tasks, that is, once a task is completed, you must re-program it again if you require it.