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 rep...


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Supported Operating System(s):

Web browser (OS agnostic)

29 Reviews of Clear Books

Average User Ratings

Overall

4.62 / 5 stars

Ease-of-use

4.5

Value for money

4.0

Customer support

4.0

Functionality

4.5

Ratings Snapshot

5 stars

(22)

22

4 stars

(5)

5

3 stars

(1)

1

2 stars

(0)

0

1 stars

(1)

1

Likelihood to Recommend

Not likely

Very likely

Showing 1 - 5 of 29 results

November 2019

Verna from Aerotek

Company Size: 5,001-10,000 employees

Industry: Staffing and Recruiting

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

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.

September 2017

John from Dr Jones PC Support

Company Size: 2-10 employees

Industry: Information Technology and Services

Time Used: Less than 2 years

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 2014

Anonymous

Verified Reviewer

Time Used: Free Trial

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

March 2016

Anonymous

Verified Reviewer

Company Size: 2-10 employees

Time Used: Less than 6 months

Review Source: GetApp


Ease-of-use

4.0

Value for money

1.0

Customer support

1.0

March 2016

Useless customer service and disonest business practices

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!

September 2017

Sharon from Vonaq Technology Limited

Company Size: 2-10 employees

Industry: Security and Investigations

Time Used: More than 2 years

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.