Clear Books

Pricing

£5/mo (Clear Books Practice Edition). Prices for Clear Books Small and Clear Books Large available on application

Functionality

API, Audit trail, Bank rec, Budget, CIS, Client view, Dashboard, Documents, Ecosystem, Expenses, Fixed assets, MTD for VAT, Pay, Payroll, Project, Quote, Stock

Integration

Clear Books, AutoEntry, Capsule, CoHo, DueDil, GoCardless, HMRC, MailChimp, PayPal, PayPoint, Receipt Bank, XE, Yodlee

Firm size

  • Small
  • Medium
  • Large

Free trial

30 days

User reviews

4
(23 user ratings)
Our trusted reviews are independent, first hand opinions taken from the UK's largest survey of business software users. These ratings are used to decide the Software Excellence Awards from the Accounting Excellence 2018 programme

Key Features

  • Bank reconciliation routine
  • Ability to construct and store annual budget model
  • Accounts for and outputs Construction Industry Scheme returns
  • Dashboard with accounts/KPI overview
  • Can store document scans against transactions
  • Marketplace of third party add-ons
  • Basic expense capture facility
  • Fixed asset register included
  • Automated payment mechanism
  • Payroll module included
  • Enhanced ability to track/forecast cashflows
  • Client view

Product screenshots

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What Clear Books plc says

Clear Books provides online accounting software for small businesses, accountants and bookkeepers. There are over 11,000 small business subscribers and hundreds of accountants throughout the UK using Clear Books.

Clear Books accounting software for accountants provides:

Different access levels

Every client is different. Some outsource data entry to their accountant, others keep simple spreadsheets. Clear Books Practice Edition provides practice-only access to Clear Books’ core features and an optional online ‘Micro’ spreadsheet into which clients can enter data.

For more involved clients, Clear Books Small and Large offer accountant and client access to rich features including invoicing, bank feeds and reporting.

MTD compatible software

Both Clear Books Large and Clear Books Practice Edition enable three-step MTD VAT returns online to HMRC.

Free training

If you’re a partner with clients on Clear Books you can benefit from a training session at Clear Books HQ in London.

Dedicated Account Manager and technical support

A dedicated Account Manager and Clear Books’ technical support team are on hand to provide free phone and email support to all account users.

What users say about Clear Books

Read user reviews

    Pros

  • Cheap with great functionality
  • Intuitive
  • Bank streaming
  • Clear, fresh and modern dashboard
  • Easy to integrate with CSV files
  • Understandable language for all levels of accountancy knowledge
  • Good helpline

    Things you might change

  • Doesn’t allow to make adjustments on final figures
  • No options to order invoices in alphabetical order or by invoice number
  • Not possible to batch amend transactions
  • Reports could be beefed up
  • Doesn't have a mobile app

Functionality

3.8

    Pros

  • Useful dashboard
  • Time saving functionality
  • Good integration with other software
  • Almost all of it works for both professional and end user ease

    Things you might change

  • No customisable reports
  • Screens don't return to the summary after saving
  • Slow speed of the refresh

Support

4.2

    Pros

  • Good helpline

Ease of use

4

    Pros

  • Intuitive
  • Easy to use
  • Understandable language for all levels of accountancy knowledge

    Things you might change

  • Make it easier to enter payments on account
  • Doesn't have a mobile app

Value for money

3.9

    Pros

  • Good value for money
  • Cheap with great functionality

What AccountingWEB says

Clear Books is one of several independent UK developers working to carve out a niche for itself in the face of marketing onslaughts from Xero and QuickBooks. Rather than pursuing their growth-first strategies Clear Books CEO Ruth Fouracre has charted a different course since she took over in 2018. Instead, the developer is focusing on customer needs, product quality and support to ensure it remains a profitable, sustainable business.

There is another factor affecting suppliers in this field: Making Tax Digital (MTD). Whether large or small, all small business accounting software developers had to shift resources into creating MTD-compatible products and Clear Books is no exception. It build Micro and Practice Editions for MTD during 2016-17, but could not push on as quickly with enhancements to the core product during that time.

Under MTD Clear Books can cater both for spreadsheet users and those with basic bookkeeping skills (Clear Books Micro) as well as the accountants who work with these kinds of clients (Clear Books Practice Edition). While it has set the pace with MTD-compatible tools, Clear Books now needs to use that advantage to solidify its position in the market.

User reviews (18)

About the reviews
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4.8
Sole Practitioner, £500k-£999k
2 September, 2018

What do you like?

Intuitive and value for money.

What would you change?

App. Scanning and file storage.
4.5
Sole Practitioner, Less than £250k
8 June, 2018

What do you like?

Ease of use.

What would you change?

Better stock systems and purchase ledger reporting.
3
Partner, Less than £250k
8 June, 2018

What do you like?

It is relatively simple.

What would you change?

Adjustments on final figures.
3
Management Accountant/Accountant, £10m+
29 May, 2018

What do you like?

Helpline

What would you change?

Invoice numbering and tax codes
4.5
Sole Practitioner, Less than £250k
24 May, 2018

What do you like?

Data servers are physically located within the EU.

What would you change?

Add customisable reports.

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