Likelihood to Recommend
Larger companies, multi-currency. Clearbooks is in a competitive environment with
, Intuit etc., etc.
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The program is appropriate for use in all business types - especially if the business has many different branches located in different parts of the country/world. The fact that invoicing can be done from a mobile device by use of the friendly Sage One app also makes it easy to quickly conclude a sales transaction by issuing an invoice at the client office - shortens time, leaving more time for business.
Read full review Pros SaaS, so accessible by anyone, anywhere in the world via a browser Clear and straight forward navigation Good choice of management reports Read full review The ability to log in to your accounting data anywhere you have internet. No sending backups to your accountant, no more trying to recover lost data, or having to log in to a server. This cloud hosted solution gives you a lot more freedom and flexibility as I can log in to it from any computer, or mobile device. The ability to send professional invoices or quotes to my customers while still at their location. Also the ability to easily track my receivables and stay on top of them as they are always right at my fingertips. Project tracking is a great feature. With this module you can send tasks associated with a project to your team without giving them access to your financial information. They can report to you where they are at on the project to help you stay on track. You can track the revenue and expenses associated with this project to make sure you are making a profit. Bank integration brings in all the transactions and easily lets you allocate to the appropriate revenue and expense account or match to sales invoices or purchase invoices saving you time in data entry. Sage One integrates with Sage Payment solutions or Paypal. By giving your customers more options to pay helping you stay on top of your receivables. I love how it imports into the Sage 50 Accounting software for those customers who still need the features and functionality of the desktop software. Just released the integration between Sage 50 and Sage One just got easier. The previous versions of Sage One and Sage 50 had the ability to download customer transactions from Sage One including invoicing, other income, bills, expenses, bank transfers and general journal entries to your Sage 50 accounting software. With the latest update for Sage 50 you can now automatically upload and map your Sage 50 customer records, vendors, accounts, inventory items, and tax codes to Sage One for a quick, easy setup and perfect record match every time. This makes things so much easier when setting up new customers in Sage One Now that important client information flows both ways, you can set up a new client in Sage One in minutes by accessing your Sage One connection wizard (under “file tab” in Sage 50 Accountants Edition) For the customers, vendors and accounts and products and services. The other information such as Sales invoices and other income, Bills and other expenses, Bank Transfers, general journal entries flow from Sage One to Sage 50. Read full review Cons Like any SaaS product, Clearbooks is continuously evolving and being improved Some of the reports still need some work Read full review The bank transaction reconciliations are terrible if you have to split payments to multiple clients. Often times work will just disappear halfway through the split Telephonic user assistance. I have received conflicting info from service reps. I prefer the way Quickbooks platform is set up Read full review Usability
There's nothing mechanically wrong with Sage, and it serves our intended purpose. Again, we don't really use Sage to its fullest potential, but for what it does for us, there are few complaints other than the darn fixed assets module
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The product continues to improve and very excited about the new release coming soon.
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My Experience with sage business cloud Accounting is great. You won't disappoint with this software. Your accounting-related problem will be solved. Very easy to use all the features. I would highly recommend this software to all the company who is struggling for managing accounting data. Very user-friendly and easy to manage all the accounting problems.
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I find the online training was very informative and they answered all my questions. I am also certified in Sage One and provided online training in the program which I have set up several people on and they love how it keeps them organized.
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Clearbooks was chosen 5 years ago as our accountant recommended it. There is an element of inertia in moving accounts packages.
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I have used Wave Accounting, and while it is an excellent cloud accounting software, it doesn't allow us to work collaboratively with our customers. They both allow me to sign in and work with our clients books within the program, but Wave doesn't integrate into Sage 50 which is a must for clients that I know want to continue to grow.
Read full review Return on Investment 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. Read full review Ability to add-on: Positive ROI can be achieved by building you own customized solution by adding on partner apps. Such apps extend the functionality of the product to accommodate certain business requirements. Product is slower than competitors: Negative ROI as product seems to be comparatively slower than competitors when holding other variables constant (ie. browser version, Internet connection speed, etc.) In a busy accounting cycle, this can have a substantial impact. Also, back buttons don't allow for retaining same screen input data. Reports functionality strong: Positive ROI due to ability to view data in many dimensions/formats. Ability to connect financial accounts: Positive ROI as data from financial accounts automatically brought into the accounts where it can approved for posting, thus eliminating manual entry. Read full review