Clear Books Software

4.61 / 5 (28)

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. 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.



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Supported Operating System(s):

Web browser (OS agnostic)

28 Reviews of Clear Books

Average User Ratings

Overall

4.61 / 5 stars

Ease-of-use

4.5

Value for money

4.0

Customer support

4.0

Functionality

4.5

Ratings Snapshot

5 stars

(21)

4 stars

(5)

3 stars

(1)

2 stars

(0)

1 stars

(1)

Likelihood to Recommend

Not likely

Very likely

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Showing 1-20 of 28 reviews

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September 2017

John from Dr Jones PC Support

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

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.

December 2018

Anderson from Fondo de Protección Social de los Depósitos Bancarios

Company Size: 501-1,000 employees

Review Source: Capterra


Ease-of-use

4.0

Value for money

4.0

Customer support

4.0

Functionality

4.0

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.

October 2018

Anonymous

Verified Reviewer

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

4.0

Functionality

4.0

October 2018

Decent accounting software, does the job

It's a good basic accounting software, but it lacks the added value with no relevant webAPI integration.

Pros

Clear Books gives you access to basic accounting tools (I work in sales so I use it for creating quotes and invoices and chasing unpaid invoices). I can do these tasks with ease.

Cons

There are two main cons to Clear Books in my experience:

- They continually add UI changes, it's not a huge deal, but almost every week they've changed some little thing. It can be annoying when you're trying to figure out where things are.

- They lack the webAPI integrations we need. This means that you can't automate repetitive tasks such as creating quotes.

December 2014

Anonymous

Verified Reviewer

Review Source: GetApp


December 2014

Honestly, I think that this is the best UK online accounting app on the market

Our company previously used Sage desktop for over 10 years. I am not an accountant and I never really got on with Sage but our book keeper is a big fan so we stuck with it, despite being aware of various cloud accounting applications. Over the past couple of years we have taken free trials of SageOne, Xero and Kashflow - all without success. These applications each have their good bits and bad bits but they were simply not a good fit for us. However, this year we have discovered Clear Books and I can honestly say that it has revolutionised our accounts. Our book keeper loves it and I love it too. It's so simple to use and it gives us all the data we need to run our business much more effectively than before. Perhaps the best thing about Clear Books though is the support team. From the experience I've had so far they seem to genuinely care about their users, they are knowledgable about their application and they always see an issue through to a solution. What more could you ask of support? They're also based in the same UK office as the developers which is a massive plus in my book. I can wholeheartedly recommend Clear Books. I don't take the time to write many reviews but I rate this application so highly that I felt compelled to write this one.

Pros

* Brilliant support
* UK based
* Responsive and reliable
* Does everything I need and more
* Good pace of new features and improvements

Cons

* A few feature niggles but these are in the improvements queue I believe
* It's not immediately obvious that you can try out demo data in your free trial - I had to be told about this by a support person

September 2017

Sharon from Vonaq Technology Limited

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

September 2017

Easy to use and full of useful tools

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.

September 2017

Kerensa from Emscar Limited

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

September 2017

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

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.

December 2014

Anonymous

Review Source: GetApp


December 2014

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

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

January 2019

Tomás from Escuela Nacional de la Magistratura

Company Size: 501-1,000 employees

Review Source: Capterra


Ease-of-use

4.0

Value for money

4.0

Customer support

4.0

Functionality

4.0

January 2019

The best in accounting services on the web

You have total control and access to accounting when and where you want, that is a great advantage, it allows you to consolidate the accounting and correcting and detecting the details that can cause the company to fail financially, reducing costs and time

Pros

It is an accounting service platform that has very good design, is aesthetically pleasing and easy to use, it does not cost much to adapt to the general board, since it contains all the necessary information, you can even handle transactions with different types of currency, handle billing and company's payroll

Cons

There are functions on the platform that can be simplified to give the system better functionality

Response from Clear Books of Clear Books plc

Replied February 2019

Thanks Tomas! We're glad you're enjoying using Clear Books.

December 2014

Anonymous

Review Source: GetApp


December 2014

ClearBooks - simply the best

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.

December 2014

Anonymous

Review Source: GetApp


December 2014

Excellent Product, Excellent Service, Excellent People!

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! :-)

December 2014

Anonymous

Review Source: GetApp


December 2014

Clear Books a clear winner

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!

July 2018

Pia from AllTourNative Amsterdam

Review Source: Capterra


Ease-of-use

5.0

Value for money

4.0

Customer support

4.0

Functionality

5.0

July 2018

Great tool to work with!

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.

Response from Clear Books of Clear Books plc

Replied 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

December 2014