Clearbooks vs MIP Fund Accounting

• SaaS, so accessible by anyone, anywhere in the world via a browser
• Clear and straight forward navigation
• Good choice of management reports

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• Allocation feature is great. You can make changes to percentages and programs as needed.
• The budgeting portion works great, and makes it simple the first time you set up your company's annual budgets.
• The Financial Reporting is wonderful. You can save and automate reports, and it helps eliminate run time at month end.

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• Like any SaaS product, Clearbooks is continuously evolving and being improved
• Some of the reports still need some work

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• There seem to be some glitches in the HR module "talking" to the Financial Module. This makes it difficult to effectively process payroll sometimes.
• We've not had good luck with [the] training. The finance department had great turnover a little over a year ago. When we became fully staffed again and tried to set up training, COVID hit. We attempted to set up virtual training, but it was very impersonal, and we were "fit in" where they could get us. We're getting by and discover some things on our own, but it's been very discouraging.
• When we call the service desk, sometimes (depending on who you get) we're made to feel like we're very incompetent. Processes aren't fully explained. I've been told on several occasions, "I don't know why it did 'this or that,' but it's fixed now." It would be nice to know the "why" of an error so I can explain it to other staff, so it doesn't happen again.

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• I am not sure that ROI is an appropriate measure for an accounts package. The cost is around £250/year, which is a tiny fraction of the cost of a bookkeeper/finance controller/finance director/CFO.

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• The software really helps save money if implemented correctly. If an organization needs extensive training then its costs might be too high.
• Centralizing the flow of information into one system can help reduce errors.
• The reporting tools can either be quite timesaving or sometimes too simplistic. An organization will need to do a good requirement's analysis when looking at this product.

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