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.
It's a good basic accounting software, but it lacks the added value with no relevant webAPI integration.
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.
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.
Pia from AllTourNative Amsterdam
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.
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: Clear Books, Clear Books plc
Date: July 2018
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!
TAHA from JAMEEL TRADING COMPANY
AGAIN THIS ONE THE GOOD ACCOUNTING SOFTWARE FOR ALL THE PEOPLES WHO HAVE SMALL BUSSNIESS AND LIMITED BUSSINESS
I DONT FIND BIG DRAW BACK IN THIS THE ONLY ONE I FIND IS THAT IT IS FOR A VERY LIMITED SEGMENT OF PEOPLES
John from Dr Jones PC Support
Employees number: 2-10 employees
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.
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.
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.
Kerensa from Emscar Limited
Employees number: 11-50 employees
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.
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.
Sharon from Vonaq Technology Limited
Employees number: 2-10 employees
Easy to use on a day-to-day basis and great reporting and search functionality.
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.
The document templates can be difficult to tailor to your own requirements - however, the support team is amazing.
KATE from MANILA GPS TRACKERS
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.
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.
Product fairly easy to use
Interface could be improved
Customer service extremely slow and pretty much useless
Don't give them your card details!
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.
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.
Easy for accountant to use
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.
It's easy to use
Bank import tool
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
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
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.
Martin from Business Doctors
Employees number: 11-50 employees
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.
Simplicity, functionality, feature options, help and support
None found to date
Nick from Crowd2fund
Employees number: 2-10 employees
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.
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.
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.
Reports & Graphs
VAT return generation
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.
Ease of use, Value for money, good support, suitable for most businesses.
None that I have come across so far.
Christian from hobbyDB
Employees number: 2-10 employees
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!
Jiri from Pegasystems
Employees number: 1,001-5,000 employees
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.
Robust yet simple platform
All in one package
Not that I know of.
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!
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
I can't think of any!