Clear Books Features

Clear Books

Online accounting software for small businesses

4.59/5 (32 reviews)

Competitor Feature Comparison

ACH Payment Processing
API
Access Controls/Permissions
Accounting
Accounts Payable
Accounts Receivable
Activity Dashboard
Activity Tracking
Alerts/Notifications
Approval Process Control
Asset Management
Audit Management
Audit Trail
Automated Scheduling
Bank Reconciliation
Batch Processing
Benefits Management
Billing & Invoicing
Budgeting/Forecasting
Bulk Send
CPA Firms
Cash Flow Management
Cash Management
Collections Management
Compliance Management
Contact Database
Contingency Billing
Contractor Management
Credit Card Processing
Customer Accounts
Customer History
Customizable Invoices
Customizable Reports
Customizable Templates
Data Import/Export
Discount Management
Document Management
Document Templates
Electronic Payments
Email Invitations & Reminders
Email Management
Estimating
Expense Tracking
Financial Analysis
Financial Management
Financial Reporting
Fixed Asset Management
For Government
Forecasting
General Ledger
Hourly Billing
Income & Balance Sheet
Inventory Management
Invoice History
Invoice Management
Invoice Processing
Mobile Access
Mobile Payments
Monitoring
Multi-Currency
Multiple User Accounts
Nonprofits
Online Invoicing
Online Payments
Overpayment Processing
PDF Conversion
Partial Payments
Payment Processing
Payroll Management
Payroll Reporting
Performance Metrics
Profit/Loss Statement
Project Accounting
Project Billing
Project Estimating
Project Management
Projections
Purchase Order Management
Quotes/Estimates
Real Time Data
Receipt Management
Receivables Ledger
Recurring Tasks
Recurring/Subscription Billing
Reminders
Reporting & Statistics
Rules-Based Workflow
Sales Tax Management
Self Service Portal
Spend Management
Subcontractor Management
Summary Reports
Tax Calculation
Tax Management
Template Management
Third Party Integrations
Transaction History
Transaction Monitoring
Vacation/Leave Tracking
Learn moreCompare App
ACH Payment Processing
API
Access Controls/Permissions
Accounting
Accounts Payable
Accounts Receivable
Activity Dashboard
Activity Tracking
Alerts/Notifications
Approval Process Control
Asset Management
Audit Management
Audit Trail
Automated Scheduling
Bank Reconciliation
Batch Processing
Benefits Management
Billing & Invoicing
Budgeting/Forecasting
Bulk Send
CPA Firms
Cash Flow Management
Cash Management
Collections Management
Compliance Management
Contact Database
Contingency Billing
Contractor Management
Credit Card Processing
Customer Accounts
Customer History
Customizable Invoices
Customizable Reports
Customizable Templates
Data Import/Export
Discount Management
Document Management
Document Templates
Electronic Payments
Email Invitations & Reminders
Email Management
Estimating
Expense Tracking
Financial Analysis
Financial Management
Financial Reporting
Fixed Asset Management
For Government
Forecasting
General Ledger
Hourly Billing
Income & Balance Sheet
Inventory Management
Invoice History
Invoice Management
Invoice Processing
Mobile Access
Mobile Payments
Monitoring
Multi-Currency
Multiple User Accounts
Nonprofits
Online Invoicing
Online Payments
Overpayment Processing
PDF Conversion
Partial Payments
Payment Processing
Payroll Management
Payroll Reporting
Performance Metrics
Profit/Loss Statement
Project Accounting
Project Billing
Project Estimating
Project Management
Projections
Purchase Order Management
Quotes/Estimates
Real Time Data
Receipt Management
Receivables Ledger
Recurring Tasks
Recurring/Subscription Billing
Reminders
Reporting & Statistics
Rules-Based Workflow
Sales Tax Management
Self Service Portal
Spend Management
Subcontractor Management
Summary Reports
Tax Calculation
Tax Management
Template Management
Third Party Integrations
Transaction History
Transaction Monitoring
Vacation/Leave Tracking
Visit WebsiteCompare App
ACH Payment Processing
API
Access Controls/Permissions
Accounting
Accounts Payable
Accounts Receivable
Activity Dashboard
Activity Tracking
Alerts/Notifications
Approval Process Control
Asset Management
Audit Management
Audit Trail
Automated Scheduling
Bank Reconciliation
Batch Processing
Benefits Management
Billing & Invoicing
Budgeting/Forecasting
Bulk Send
CPA Firms
Cash Flow Management
Cash Management
Collections Management
Compliance Management
Contact Database
Contingency Billing
Contractor Management
Credit Card Processing
Customer Accounts
Customer History
Customizable Invoices
Customizable Reports
Customizable Templates
Data Import/Export
Discount Management
Document Management
Document Templates
Electronic Payments
Email Invitations & Reminders
Email Management
Estimating
Expense Tracking
Financial Analysis
Financial Management
Financial Reporting
Fixed Asset Management
For Government
Forecasting
General Ledger
Hourly Billing
Income & Balance Sheet
Inventory Management
Invoice History
Invoice Management
Invoice Processing
Mobile Access
Mobile Payments
Monitoring
Multi-Currency
Multiple User Accounts
Nonprofits
Online Invoicing
Online Payments
Overpayment Processing
PDF Conversion
Partial Payments
Payment Processing
Payroll Management
Payroll Reporting
Performance Metrics
Profit/Loss Statement
Project Accounting
Project Billing
Project Estimating
Project Management
Projections
Purchase Order Management
Quotes/Estimates
Real Time Data
Receipt Management
Receivables Ledger
Recurring Tasks
Recurring/Subscription Billing
Reminders
Reporting & Statistics
Rules-Based Workflow
Sales Tax Management
Self Service Portal
Spend Management
Subcontractor Management
Summary Reports
Tax Calculation
Tax Management
Template Management
Third Party Integrations
Transaction History
Transaction Monitoring
Vacation/Leave Tracking
Learn moreCompare App

Clear Books Feature Reviews

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

Verna B.

Clear Books can be easily managed our accounts transactions.

2019-11-25

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.

Cons

Sometimes, due to accounts problem we cannot easily get all our invoices and expenses with the normal process.

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
Helpful?   Yes   No
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Martyn K.

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
Helpful?   Yes   No
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Anderson S.

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
Helpful?   Yes   No
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Peter Z.

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
Helpful?   Yes   No
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Nick B.

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
Helpful?   Yes   No
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John J.

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
Helpful?   Yes   No
Read more
mohamed e.

i am a user, it was easy to use

2021-08-06

it good, great program

Pros

Numerous features UK-based Attractive invoice templates Unlimited users

Cons

Limited integrations No mobile apps Outdated UI

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Free Trial

Frequency of use: Occasionally

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
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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
Helpful?   Yes   No
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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
Helpful?   Yes   No
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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
Helpful?   Yes   No
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Sharon P.

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
Helpful?   Yes   No
Read more
Tomás D.

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 M.

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
Helpful?   Yes   No
Read more
Pia D.

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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Isaac A.

Clear books has been an amazing software in managing my day by day finances for my business

2020-06-12

I was having problems with my accounting transaction,so a friend of mine introduce this clear books to me.

Pros

It has help me in managing my account transaction and it dashboard gives me a better top level review of how my business is going

Cons

I made the right decision in using the clear books. I do not have any particular dislike about this software

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Weekly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Jiri B.

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
Helpful?   Yes   No
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'Glen G.

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
Helpful?   Yes   No
Read more
Anonymous
A verified reviewer
Verified Reviewer

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

2014-12-10

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.

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
Helpful?   Yes   No
Read more
Anonymous
Founder (Internet company, 1-10 employees)
Verified Reviewer

Useless customer service and disonest business practices

2016-03-22

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!)

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
Helpful?   Yes   No
Read more
Martin V.

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
Helpful?   Yes   No
Read more
Nick L.

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
Helpful?   Yes   No
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TAHA S.

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
Helpful?   Yes   No
Read more
Christian B.

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
Helpful?   Yes   No
Read more
Andy M.

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
Helpful?   Yes   No
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Nick B.

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
Read more