Name: Clearbooks
Rating: 7 (1 reviews)
Author: Clearbooks

Help Desk

Web and Video Conferencing

Customer Support

Cross-Browser Testing

Functional Testing

Product Analytics

Text Editors

Version Control

Development

Student Management

Education

Business Intelligence (BI)

Business Process Management (BPM)

Collaboration

Corporate Social Responsibility (CSR)

Enterprise Feedback Management

Enterprise Search

Online Notary

Enterprise

Accounting

Hedge Fund

Travel Management

Finance and Accounting

Applicant Tracking

Corporate Learning Management

HR Management

Payroll

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

Change Management

Cloud Storage

Complex Event Processing

Configuration Management

Converged Network Adapters (CNAs)

Data Center Cooling

Density-Optimized Servers

Firewall

Fraud Detection

Infrastructure Capacity Planning

Integration Platform as a Service (iPaaS)

Mainframe Monitoring

Managed DNS

Network Performance Monitoring

Privileged Access Management

Remote Desktop

SaaS Backup

Software Components

Storage as a Service (STaaS)

System Monitoring

Unified Communications Monitoring

User Virtualization

Website Hosting

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Channel Management

Content Management

Data Cleansing

Digital Experience Intelligence

Email Deliverability

Email Marketing

Marketing Automation

Mobile Analytics

Social Media Management

Survey & Forms Building

Web Analytics

Marketing

Project Management

Waste Management

Professional Services

Customer Relationship Management (CRM)

Government Contracting

Sales Enablement

Sales

Intrusion Detection

Operational Technology (OT) Security

Security

Aviation

Awards Management

Direct Secure Messaging

Loan Servicing

Vertical-Specific

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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.

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.

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.

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.

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.

Xero is an online accounting software product for small businesses and personal finance. Its features beyond general ledger and double-bookkeeping include quotable invoicing, bank reconciliation, purchase order and expense management, and tax management. Third party apps can extend its features further.

Early

Growing

Established

Sage Accounting is online accounting software made to simplify life for small business owners, entrepreneurs, and freelancers by providing the functions needed to take care of daily business to-dos. 

Users can create and send professional quotes and invoices, track income and expenses and know where the business' financials stand. Every Sage Business Cloud Accounting subscription includes unlimited access to support as well as automatic backups and product updates.

Clearbooks

1 in 3 accounting software users find it difficult to choose the right tool. Find the best solution for you.

The Buyer’s Guide to Accounting Software

Software for tracking revenues and expenses and forecasting future revenue.

Likelihood to Recommend

General Ledger and Configurable Accounting

Accounts payable

Accounts receivable

Cash management

Bank reconciliation

Expense management

Fixed asset management

Online accounting software for small businesses, start ups, bookkeepers and accountants.

Access your financial accounts anywhere and at anytime - all you need is a web browser.

Our goal is "Online accounting to free your time".

Sign up for a 30 day free trial today to explore the system.

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

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.

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.

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

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.

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

Time tracking

The software can track billable and non-billable employee time by project.

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.

Multi-currency support

The software supports transactions across multiple currencies.

Multi-division support

The software is flexible and supports bookkeeping practices along multiple dimensions such as locations, branches or products.

Regulations compliance

The software helps users adhere to typical accounting standards and regulations such as IFRS, GASB, or GAAP.

Electronic tax filing

The software provides a full electronic interface for the filing of repeatable taxes, such as payroll or sales tax.

Self-service portal

The software provides online portals for certain stakeholders to find information relevant to them, such as employees, vendors and customers.

Global Financial Support

Account using multiple ledgers, multiple currencies, and multiple entities

Primary and Secondary Ledgers

Record and report across multiple currencies and accounting standards with primary and secondary ledgers

Intercompany Accounting

Automatically balance and reconcile GL for intercompany transactions

Localizations

Meet reporting requirements with country-specific localizations

Journals and Reconciliations

Automate and synchronize ledgers and processes

Enterprise Accounting

Create accounting for disconnected ERP and non-accounting source systems

Configurable Accounting

Configure accounting rules and segments for each chart of accounts

Centralized Rules Framework

Integrate disparate ERP and transactional systems into single ERP instance

Standardized Processes

Centralize financial management to facilitate standardized financial processes

Inventory Management

The ability to track and manage the flow of goods or materials into and out of an inventory.

Inventory tracking

The software syncs orders and stock to maintain a real-time picture of inventory and supports multiple methods such as LIFO and FIFO.

Automatic reordering

The software can be set up to automatically reorder a good when it falls below a certain threshold.

Location management

The software can track multiple goods across multiple locations.

Manufacturing module

The software helps track and manage raw materials, work-in-progress items, and finished goods.

Order Management

The ability to process orders, and track them from quote to cash.

Pricing

Users can set up complex and unique pricing requirements.

Order entry

Users can enter an order once, and the data flows to all the necessary units such as fulfillment and billing.

Credit card processing

The software facilitates credit card processing.

Cost of goods sold

The software calculates the direct costs attributable to a finished product, such as materials and labor, and includes roll-up pricing.

Order Orchestration

Define and execute order fulfillment processes for products as well as services on the same order.

End-to-end order visibility

Get updates on orders, inventory, shipments, planned supply, and invoices, and improve the quality of decisions through in-context analytics

Order exception Resolution

Monitor fulfillment tasks and resolve issues, view and evaluate varios options via what-if analysis and define and enforce change order rules

Payroll Management

Provides for pay calculation and benefit plan administration, in addition to managing direct deposit, salary revisions and payroll tracking.

Pay calculation

Pay calculation provides for computation of employee pay with state and federal deductions.

Benefit plan administration

Benefit plan administration is administration of health insurance plans and 401k plans, and other benefits.

Clearbooks

Overview

What is Clearbooks?