Clear Books Accounting Features

Clear Books Accounting

Online accounting software for small businesses

4.61/5 (28 reviews)

Clear Books Accounting Feature Summary

  • 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

Finance & Accounting Feature Comparison

Most popular features of all Finance & Accounting apps

API (214 other apps)
Accounting Integration (146 other apps)
Accounting Management (146 other apps)
Activity Dashboard (162 other apps)
Auditing (101 other apps)
Automatic Notifications (132 other apps)
Billing & Invoicing (145 other apps)
Compliance Management (129 other apps)
Customizable Reporting (131 other apps)
Data Import/Export (139 other apps)
Electronic Payments (134 other apps)
Expense Tracking (135 other apps)
Financial Analysis (103 other apps)
Invoice Management (193 other apps)
Invoice Processing (123 other apps)
Multi-Currency (131 other apps)
Real Time Data (126 other apps)
Reporting & Statistics (180 other apps)
Third Party Integration (147 other apps)
Workflow Management (119 other apps)

Competitor Feature Comparison

Clear Books Accounting Feature Reviews

25 reviewers had the following to say about Clear Books Accounting's features:

Martyn Keates

Verified Reviewer

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

2014-12-22

Follow that up with on-line filing of data and other data imports (e.g.

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

Source: GetApp
2 of 2 people found this review helpful
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Anderson Salazar

Excellent solution to carry and track the accounting

2018-12-05

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
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Anonymous
(Information Technology and Services company, 11-50 employees)

Decent accounting software, does the job

2018-10-28

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).

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.

Rating breakdown

Ease of use
Features

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

6/10
Source: Capterra
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John Jones

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

2017-09-13

The key benefits to Clear Books are the Dashboard and the integration of Go Cardless for easy one-click invoice collection.

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.

Cons

These tend to remain on the system even after the invoice has been generated from them.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
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Peter Zaborszky

Verified Reviewer

5 years and counting!

2014-12-10

I also use it for invoicing and it's really easy to use and understand.

Pros

Reports & Graphs Invoicing VAT return generation

Cons

Nothing

Source: GetApp
1 of 1 people found this review helpful
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Kai C.

Verified Reviewer

Great time-saving accounting software

2014-12-10

A very nice piece of software with an intuitive interface. Certainly makes day-to-day bookkeeping straightforward.

Pros

- Well-designed - User-friendly - Cloud/web-based - Easy invoicing features - Automated payroll integration - Good value for money

Source: GetApp
1 of 1 people found this review helpful
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Anonymous
Support Team ( company, 11-50 employees)
Verified Reviewer

Great Piece of Sotfware

2014-12-10

Can access it anywhere anytime as it's online so very convenient when you're on the go a lot. Mobile app a big plus as well.

Pros

- online access - multiple users - free support - good financial reporting - free trial so you don't have to pay anything up front - user-friendly dashboard - mobile app

Cons

- can't think of any just now

Source: GetApp
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Nick Braithwaite

Verified Reviewer

Made the finance stuff easier

2015-01-14

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.

Pros

Great UI Nice reports Easy for accountant to use

Source: GetApp
1 of 1 people found this review helpful
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Tomás D'ovidio

The best in accounting services on the web

2019-01-27

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

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Weekly

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No

Response from Clear Books


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

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KATE MENDOZA

CLEAR BOOKS, ACCOUNTING PARTNER

2016-12-15

It has a nice lay out and good feature selection, and it also has neat invoicing and payroll features.

Rating breakdown

Value for money
Ease of use
Features
Customer support
Source: Capterra
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Sharon Petrie

Easy to use and full of useful tools

2017-09-12

Easy to use on a day-to-day basis and great reporting and search functionality.

Pros

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
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Anonymous
Founder (Internet company, 1-10 employees)
Verified Reviewer

Useless customer service and disonest business practices

2016-03-22

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!

Rating breakdown

Value for money
Ease of use
Customer support

Time used: Less than 6 months

Source: GetApp
0 of 2 people found this review helpful
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Anonymous
A verified reviewer
Verified Reviewer

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

2014-12-10

It's so simple to use and it gives us all the data we need to run our business much more effectively than before.

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

Source: GetApp
1 of 1 people found this review helpful
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Jiri Brezovsky

Verified Reviewer

AAA: Amazing Accounting Application

2014-12-10

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.

Pros

Friendly team Robust yet simple platform All in one package Intuitive interface

Cons

Not that I know of.

Source: GetApp
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Pia De la Maza Jorquera

Great tool to work with!

2018-07-30

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.

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Weekly

Source: Capterra
Helpful?   Yes   No

Response from Clear Books


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

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'Glen Goldsmith'

Verified Reviewer

Clear Books a clear winner

2014-12-10

Clear Books is a highly innovative and forward thinking British business that has broken the mould of the established software accounting market.

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!

Source: GetApp
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Martin Vessey

Verified Reviewer

ClearBooks tools and support

2014-12-11

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.

Pros

Simplicity, functionality, feature options, help and support

Cons

None found to date

Source: GetApp
1 of 1 people found this review helpful
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Kerensa Lawes

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

2017-09-12

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
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Nick Levine ACA

Verified Reviewer

Best cloud accounting software on the market. A champion for British businesses.

2014-12-11

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.

Source: GetApp
1 of 1 people found this review helpful
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TAHA SL

GOOD ONE

2018-07-19

Pros

AGAIN THIS ONE THE GOOD ACCOUNTING SOFTWARE FOR ALL THE PEOPLES WHO HAVE SMALL BUSSNIESS AND LIMITED BUSSINESS

Cons

I DONT FIND BIG DRAW BACK IN THIS THE ONLY ONE I FIND IS THAT IT IS FOR A VERY LIMITED SEGMENT OF PEOPLES

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Monthly

Source: Capterra
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Yousef Syed

Verified Reviewer

Excellent Product, Excellent Service, Excellent People!

2014-12-10

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.

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! :-)

Source: GetApp
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Andy Maitland

Verified Reviewer

ClearBooks - simply the best

2014-12-10

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.

Source: GetApp
1 of 1 people found this review helpful
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Christian Braun

Verified Reviewer

Moved from Sage and did not look back

2014-12-10

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.

Source: GetApp
1 of 1 people found this review helpful
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Nick Braithwaite

Clear Books Small Business Accounting Software

2010-01-21

If you are a small/medium sized business or an accountancy firm looking to provide your clients with a remote access solution that is easy and simple to use then this is the software for you.

Pros

-Ease of use -Pricing from 5/month -Import your bank statement and explain the transactions no more having to sit and enter each transaction for hours on end.

Cons

Online only, if you do not have internet access you will not be able to access it.

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No
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Kaziu Gill

Verified Reviewer

Clear Books

2014-12-15

I cannot praise the team highly enough, top class and personable customer service every time. They are very good at listening and delivering.

Source: GetApp
1 of 1 people found this review helpful
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