Clear Books Accounting Pricing, Features, Reviews & Comparison of Alternatives

Clear Books Accounting

Online accounting software for small businesses

4.61/5 (28 reviews)

Clear Books Accounting overview

Clear Books Accounting Software is an online accounting system for small businesses. Clear Books has been developed with the aim of guiding the user through day to day accounting and bookkeeping tasks and providing access to client accounts anytime and from anywhere with an Internet connection.

With Clear Books users can create professional invoices for customers and tailor invoices with the company logo and organisation details. Clear Books also provides the tools to automate invoicing and aims to save time by allowing users to set up recurring invoices to automatically create invoices.

Late payment reminders can be sent to automatically chase overdue debts. Accountants can set up automatic email reminders to notify customers who have overdue invoices. Invoices can be created within the Clear Books app and they can be viewed as HTML or saved as pdf to send to clients electronically.

Businesses can export their invoice data to view in a spreadsheet such as Microsoft Excel, and it's possible to keep customers up to date with what they owe by sending customer email statements. With Clear Books customers will gain access to a full list of their unpaid and paid invoices.


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Business size



United States, Asia, Australia, Brazil, Canada and 9 other markets, China, Europe, Germany, India, Japan, Latin America, Mexico, Middle-East and Africa, United Kingdom

Supported languages

Clear Books Accounting screenshot: Sales and purchase summariesWhat is Clear Books?Clear Books Accounting screenshot: Profit/loss reportsClear Books Accounting screenshot: Cashflow reportingClear Books Accounting screenshot: Receipt explanations Clear Books Accounting screenshot: Bank statements Clear Books Accounting screenshot: Subcontractor management

Clear Books Accounting reviews

Value for money
Ease of use
Customer support
John Jones

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

Used daily for 1-2 years
Reviewed 2017-09-13
Review Source: Capterra

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.

Rating breakdown

Value for money
Ease of use
Customer support

Likelihood to recommend: 10/10

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Anderson Salazar

Excellent solution to carry and track the accounting

Used daily for 6-12 months
Reviewed 2018-12-05
Review Source: Capterra

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

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

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.

Rating breakdown

Value for money
Ease of use
Customer support

Likelihood to recommend: 9/10

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Decent accounting software, does the job

Used daily for 1-2 years
Reviewed 2018-10-28
Review Source: Capterra

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.

Rating breakdown

Ease of use

Likelihood to recommend: 6/10

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

Reviewed 2014-12-10
Review Source: GetApp

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.

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

* 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

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Sharon Petrie

Easy to use and full of useful tools

Used daily for 2+ years
Reviewed 2017-09-12
Review Source: Capterra

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.

Rating breakdown

Value for money
Ease of use
Customer support

Likelihood to recommend: 10/10

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Clear Books Accounting pricing

Starting from
Pricing options
Free trial
View Pricing Plans

Pricing plans are flexible and can be cancelled at any time with no additional costs.

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.

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.

Clear Books Accounting features

Billing & Invoicing
Data Import/Export
Electronic Payments
Expense Tracking
Financial Analysis
Invoice Management
Invoice Processing
Reporting & Statistics
Third Party Integration

Accounting Integration (146 other apps)
Accounting Management (146 other apps)
Activity Dashboard (163 other apps)
Automatic Notifications (132 other apps)
Compliance Management (130 other apps)
Customizable Reporting (131 other apps)
Real Time Data (127 other apps)
Workflow Management (115 other apps)

Additional information for Clear Books Accounting

Key features of Clear Books Accounting

  • Automatic banking & bank feeds
  • Attach scans and receipts
  • Online VAT filing
  • Automatic late payment reminders
  • Full financial reporting
  • Find an accountant
  • Small business networking opportunities
  • Free feature updates
  • Create and customize invoices
  • Invoice scheduling
  • Invoice templates
  • Multiple formats
  • Recieve online & direct debit payments
  • VAT MOSS invoicing
  • Recurring invoices
  • Batch entry
  • Quotes to invoices
  • Purchases & expenses
  • CSS editor
  • Email, web and PDF file invoices
  • Mobile integration
  • Receipt management
  • Payroll management
  • Automatic reminders
  • Financial analysis
  • Financial management
  • Reporting & statistics
  • Multiple user accounts
  • Invoice processing
  • Invoice management
  • Third party integration
  • Electronic payments
  • Automated scheduling
  • Document templates
  • Customizable templates
  • Template management
  • Multiple document formats
  • Batch processing
  • Recurring billing
  • Quote management
  • Expense tracking
  • Email integration
  • PDF conversion
  • Customer accounts
  • Billing & invoicing
  • Email invitations & reminders
  • ACH payment processing
  • Recurring tasks
  • Bulk send
  • Sales tax management
  • Summary reports
  • Bank reconciliation
  • Rules-based workflow
  • Contractor management
  • Subcontractor management
  • Multiple exchange rates
  • Profit / loss statement
  • Balance sheet
  • Budgeting
  • Estimating
  • Audit trail
  • Auditing
  • Fixed asset management
  • Project management
  • Project estimating
  • Projections
  • Scheduled emails
  • Multi-currency
  • Data import/export
  • Transaction monitoring
  • Cash flow statement
  • Performance reports
  • Asset management
  • Project budgeting
  • Payroll integration
View All Features


Clear Books are committed to helping small businesses put in place financial controls to improve the operation of their business. The online accounting system is a step up from pen and paper, files and spreadsheets and aims to help organize business workflows.

Web Based: access accounting data online, anywhere and anytime. All that is needed is an internet connection and a web browser. Access accounts on either a PC or a Mac using Internet Explorer, Firefox or Safari.

Multiple users: Invite accountants, directors, trustees, shareholders, employees, and more into the Clear Books account to review and collaborate on financial data.

Data backup: data is backed up on a daily basis to safeguard against any unforeseeable disruptions. All data sent to and from the Clear Books servers is encrypted with 256-bit SSL encryption.

Explain bank transactions: use the Manage Import tool to quickly explain bank transactions and add new customers, suppliers, accounts, and projects all in one place.

The system learns: every time a bank transaction is explained Clear Books learns which VAT rate, account and customer or supplier to associate with the bank statement description. The next time a similar bank transaction needs explaining, all the transaction details are pre-filled.

Import bank statements: Quickly import bank statements so that bank transactions do not need to be entered manually.