Clear Books

Pricing

£5/mo (Cashbook). £7/mo (Practice Edition). Prices for Clear Books Small and Large available on application

Functionality

API, Audit trail, Bank rec, CIS, Dashboard, Documents, Expenses, Fixed assets, MTD for VAT, Pay, Payroll, Project, Quote, Stock, Bankfeed, Invoicing, Mobile app, Dividends, Partner area, Reporting, Journal, Multi-currency

Integration

AutoEntry, HMRC, PayPal, Receipt Bank, XE, Stripe, iPages, GoCardless

Firm size

  • Small
  • Medium
  • Large

Free trial

30 days (w/free 30 min demo included)

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

  • Dedicated partner area
  • Realtime dashboard
  • Automated bank feeds
  • Bank import rules for speedy bank explain
  • Integrated with best-in-class payment platforms
  • Customisable invoices
  • OCR bill & receipt capture
  • End to end CIS functionality
  • Full Profit & Loss, Balance Sheet, Trial Balance, General Ledger reports
  • Produce professional management reports
  • Payroll
  • Mobile app
  • Powerful user permissions
  • Bank feeds connecting you with hundreds of high street banks, online banks and payment providers

Product screenshots

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What Clear Books says

Clear Books is an easy-to-use Online Accounting Software for small businesses, accountants and bookkeepers with an ‘Excellent’ Trustpilot Rating. More than 13,000 UK small businesses and accountants rely on Clear Books.

Clear Books accounting software for accountants provides:

User-friendly interface

Clear Books’ simple and intuitive design provides you with an accounting and payroll solution that both you and your clients will love. We place ease of use at the core of our values to ensure both you and your clients can start getting the most from our software from day one.

Outstanding support you can count on

Rated ‘Excellent’ on Trustpilot, Clear Books is one of the market leaders providing top class support via telephone and email. We also provide a wealth of learning and support resources including help guides, video guides and the Clear Books Community.

Dedicated account management

As a Clear Books partner you’ll work closely with our Account Management Specialist to ensure everything runs smoothly for you. Along with assisting on day-to-day enquiries, your account manager will also be able to provide initial training on Clear Books for both your practice and your clients free of charge.

A range of solutions

Clear Books is proud to have worked closely with accounting practices for over a decade. We know that when it comes to your clients, there is no ‘one size fits all’ accounting solution - so we provide a range of options! Mix and match the licenses as needed with simple upgrade paths to support clients’ changing requirements.

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

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

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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3.5
Principal/Senior Partner, Less than £250k
24 May, 2018

What do you like?

Bank streaming.

What would you change?

Layout of invoices - being able to create own bespoke templates.
3.8
Partner, Less than £250k
22 May, 2018

What do you like?

Online accounting and VAT. Dashboard is useful to explain to clients their current position.

What would you change?

Able to batch amend transactions eg if a client enters a number of similar items incorrectly.
4.5
Principal/Senior Partner, Less than £250k
22 May, 2018

What do you like?

Being in the cloud

What would you change?

Make it easier to enter payments on account
5
Part qualified/Trainee/student, Less than £250k
17 May, 2018

What do you like?

How easy it is to integrate with CSV files and alter the mappings.

What would you change?

More alphabetical order options/order by invoice number options.
5
Financial Manager/Financial Controller/Co Accountant, £1m-£4.9m
15 May, 2018

What do you like?

I love how easy it is to use, not filled with unnecessary options you don't need to use.

What would you change?

An app for using on mobile. In the payroll software, function to automatically work out statuary payments. The facilities to do application payments.

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