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Clearbooks

Clearbooks

Overview

What is Clearbooks?

Clear Books is an online accounting software designed specifically for small businesses. According to the vendor, this solution caters to the needs of small business owners, accountants, construction and trade professionals, self-employed individuals, and freelancers. With its user-friendly interface...

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Recent Reviews

TrustRadius Insights

Clearbooks is a versatile and affordable accounting software that caters to the needs of small and medium-sized businesses. Users …
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Pricing

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What is Clearbooks?

ClearBooks Accounting is simple cloud accounting software, from Clear Books plc located in the UK, that is tailored to the needs of small businesses and start ups in the UK, or bookkeepers and accountants. It contains core accounting features like automated invoicing, document / image importing for…

Entry-level set up fee?

  • No setup fee

Offerings

  • Free Trial
  • Free/Freemium Version
  • Premium Consulting/Integration Services

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Product Details

What is Clearbooks?

Clear Books is an online accounting software designed specifically for small businesses. According to the vendor, this solution caters to the needs of small business owners, accountants, construction and trade professionals, self-employed individuals, and freelancers. With its user-friendly interface and a range of features, Clear Books aims to assist in managing finances and streamlining accounting processes across various industries.

Key Features

Invoices: Clear Books allows users to create customised and professional invoices, send automatic payment reminders to clients, and accept payments securely through partnered payment providers.

Instant Bank Payments: According to the vendor, customers can make quick and secure payments through the Instant Bank Payments feature.

Bill & receipt tracking: Clear Books enables easy tracking of bills and purchases, providing instant visibility of the amount owed to suppliers and VAT claimable. Additionally, the Auto Bills feature simplifies purchase entry.

Auto Bills - easy purchase entry NEW: The vendor claims that Clear Books offers a faster and more accurate alternative to manual entry by allowing users to capture bills and receipts easily and accurately.

Bank feeds & uploads: By linking Clear Books with bank accounts, users can automatically import transactions, facilitating the quick reconciliation of payments with invoices, bills, and expenses.

Payments: According to the vendor, Clear Books allows users to make payments to suppliers quickly and securely. The click-to-pay feature further expedites payments using a Revolut Business account.

Reporting: Clear Books provides users with the ability to generate a variety of basic and advanced management reports. These reports include a snapshot of business success with Profit & Loss and Cash Flow reports.

Self Assessment: Clear Books enables users to track income and expenses, simplifying the process of filing self-assessment tax returns.

VAT Online: Clear Books allows users to track VAT and submit MTD VAT returns to HMRC. According to the vendor, submitting VAT returns is a straightforward process that can be completed in just three steps.

Construction Industry Scheme: Clear Books offers features to easily manage CIS requirements. Users can list CIS deductions on invoices, verify subcontractors, and submit CIS returns to HMRC.

Clearbooks Technical Details

Operating SystemsUnspecified
Mobile ApplicationNo
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Comparisons

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Reviews and Ratings

(1)

Community Insights

TrustRadius Insights are summaries of user sentiment data from TrustRadius reviews and, when necessary, 3rd-party data sources. Have feedback on this content? Let us know!

Clearbooks is a versatile and affordable accounting software that caters to the needs of small and medium-sized businesses. Users appreciate its user-friendly interface and the ability to access their accounts on the go through the mobile app. With multi-currency support, Clearbooks enables businesses to easily manage transactions in different currencies.

One of Clearbooks' key use cases is providing an overall understanding of company finances. It simplifies accounting tasks and increases productivity by making account check and balance easy. Users find it helpful in achieving outstanding knowledge about business expenses and accounts, reducing tension related to accounting transactions, and providing comprehensive real-time financial reports. Clearbooks also offers customization options, allowing users to tailor the platform according to their specific business needs.

Another valuable use case of Clearbooks is its ability to track donors for non-profit organizations. This feature helps non-profits keep tabs on their donors and streamline donation management processes.

Overall, Clearbooks is recommended for small and medium-sized businesses looking for an intuitive and customizable accounting software that simplifies complex financial tasks, enhances control over finances, and provides real-time insights into business performance.

Easy-to-understand UI: Users have praised Clearbooks for its easy-to-understand and intuitive user interface, with several reviewers mentioning that even new users find the software's UI to be straightforward and easy to navigate.

Streamlined accounting processes: Many users appreciate how Clearbooks simplifies their accounting processes, saving them time and freeing up resources for other tasks. The software has been described as making accounting easier and more transparent, providing a streamlined and efficient solution.

Detailed overview of business finances: Clearbooks offers users a detailed overview of their business finances according to multiple reviewers. This feature allows businesses to have better visibility into their financial health, helping them make informed decisions.

Slow Performance: Some users have mentioned that the software can be slow at times, causing frustration and slowing down their work. They have reported that these slowdowns can be disruptive and affect productivity.

Unhelpful Customer Service: Several reviewers have expressed dissatisfaction with the support system, noting that it could be improved as they had encountered issues where it took a while to get a response or resolution.

Lack of Encryption: A few users have pointed out that the software is not fully encrypted, which could potentially lead to data being stolen by hackers. Users emphasize that robust encryption measures should be implemented to safeguard sensitive information effectively.

Users of the accounting software have made several recommendations based on their experiences. The three most common recommendations are:

  1. Give it a try: Many users think that the software is great and recommend giving it a try. They have found it effective, user-friendly, and easy to set up and use.

  2. Suitable for non-profit organizations: Users particularly recommend the software for tracking donors and managing finances in non-profit organizations. They appreciate its ability to simplify accounting tasks and increase productivity in this specific context.

  3. Affordable and easy to use: Users recommend the software for its affordability and ease of use. They find it suitable for small or medium-sized businesses as well as accounting firms. It provides a simple and easy-to-use remote access solution, making it convenient for users who are not accounting experts.

In summary, users recommend trying the accounting software due to its effectiveness, user-friendliness, and ease of setup and use. It is especially recommended for non-profit organizations looking to track donors. Additionally, users appreciate its affordability and ability to simplify accounting tasks, making it suitable for small or medium-sized businesses and accounting firms alike.

Reviews

(1-1 of 1)
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Peter Cowley | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User
Incentivized
Clearbooks is a SaaS accounting system for SMEs. It is used by the finance department and senior management. We have written our own internal systems and use the Clearbooks APIs to file client invoices into the accounts system. Accounts systems do not need an explanation.
  • SaaS, so accessible by anyone, anywhere in the world via a browser
  • Clear and straight forward navigation
  • Good choice of management reports
  • Like any SaaS product, Clearbooks is continuously evolving and being improved
  • Some of the reports still need some work
Larger companies, multi-currency.
Clearbooks is in a competitive environment with Xero, SageOne, FreeAgent, Intuit etc., etc.
General Ledger and Configurable Accounting (12)
25%
2.5
Accounts payable
50%
5.0
Accounts receivable
50%
5.0
Cash management
50%
5.0
Bank reconciliation
50%
5.0
Expense management
50%
5.0
Time tracking
N/A
N/A
Fixed asset management
50%
5.0
Multi-currency support
N/A
N/A
Multi-division support
N/A
N/A
Regulations compliance
N/A
N/A
Electronic tax filing
N/A
N/A
Self-service portal
N/A
N/A
Inventory Management (4)
N/A
N/A
Inventory tracking
N/A
N/A
Automatic reordering
N/A
N/A
Location management
N/A
N/A
Manufacturing module
N/A
N/A
Order Management (4)
N/A
N/A
Pricing
N/A
N/A
Order entry
N/A
N/A
Credit card processing
N/A
N/A
Cost of goods sold
N/A
N/A
Payroll Management (5)
N/A
N/A
Pay calculation
N/A
N/A
Benefit plan administration
N/A
N/A
Direct deposit files
N/A
N/A
Salary revision and increment management
N/A
N/A
Reimbursement management
N/A
N/A
Reporting & Analytics (3)
N/A
N/A
Dashboards
N/A
N/A
Standard reports
N/A
N/A
Custom reports
N/A
N/A
Customization (2)
N/A
N/A
API for custom integration
N/A
N/A
Plug-ins
N/A
N/A
Security (2)
N/A
N/A
Role-based user permissions
N/A
N/A
Single sign-on capability
N/A
N/A
  • 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.
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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