TrustRadius: an HG Insights company

Clearbooks

Score7 out of 10

1 Reviews and Ratings

Features

Top Performing Features

  • Accounts payable

    This includes the automation and tracking of payment to vendors and suppliers, with features such as payment scheduling, check printing, open purchase order alerts, document management, direct ACH bill payment, and vendor records.

    Category average: 8.3

  • Accounts receivable

    This includes the management and automation of invoices and collections, with features like statements, invoices, receipts, payment reminders, customer records, auto billing, and refund checks.

    Category average: 8.3

  • Cash management

    The software provides a complete picture of a company’s cash flows, streamlines payment processing, and includes cash forecasting.

    Category average: 8.2

  • Bank reconciliation

    The software connects to a company’s financial institutions in order to reconcile accounting records with checking, savings and credit card accounts. Often month and year closing capabilities are included.

    Category average: 8.4

General Ledger and Configurable Accounting

Financial management solution, including capabilities for general ledger and configurable accounting

  • Accounts payable

    This includes the automation and tracking of payment to vendors and suppliers, with features such as payment scheduling, check printing, open purchase order alerts, document management, direct ACH bill payment, and vendor records.

    Category average: 8.3

  • Accounts receivable

    This includes the management and automation of invoices and collections, with features like statements, invoices, receipts, payment reminders, customer records, auto billing, and refund checks.

    Category average: 8.3

  • Cash management

    The software provides a complete picture of a company’s cash flows, streamlines payment processing, and includes cash forecasting.

    Category average: 8.2

  • Bank reconciliation

    The software connects to a company’s financial institutions in order to reconcile accounting records with checking, savings and credit card accounts. Often month and year closing capabilities are included.

    Category average: 8.4

  • Expense management

    The software can log and track business expenses and reimbursements, including travel-related expenses, with the ability to tie them to particular projects.

    Category average: 8.1

  • Fixed asset management

    This includes the ability to track fixed assets (e.g., laptops), including location, check-in and check-out, maintenance scheduling, audit history, specialized property tax period reports, cost and depreciation.

    Category average: 7.4