Clear Books Accounting

Clear Books Accounting

Online accounting software for small businesses

4.6/5 (28 avis)

Clear Books Accounting - Présentation

Clear Books Accounting Software is an online accounting system for small businesses. Clear Books has been developed with the aim of guiding the user through day to day accounting and bookkeeping tasks and providing access to client accounts anytime and from anywhere with an Internet connection.

With Clear Books users can create professional invoices for customers and tailor invoices with the company logo and organisation details. Clear Books also provides the tools to automate invoicing and aims to save time by allowing users to set up recurring invoices to automatically create invoices.

Late payment reminders can be sent to automatically chase overdue debts. Accountants can set up automatic email reminders to notify customers who have overdue invoices. Invoices can be created within the Clear Books app and they can be viewed as HTML or saved as pdf to send to clients electronically.

Businesses can export their invoice data to view in a spreadsheet such as Microsoft Excel, and it's possible to keep customers up to date with what they owe by sending customer email statements. With Clear Books customers will gain access to a full list of their unpaid and paid invoices.

Prix

À partir de
10,00 £GB/mois
Types de licence
version d'essai gratuite
Abonnement
Rapport qualité-prix

Appareils

Type d'entreprise

S
M
L

Disponible dans les pays suivants

Asie, Australie, Brésil, Canada, Chine et 5 autres, Europe, Allemagne, Inde, Japon, Amérique latine

Langues

anglais

Clear Books Accounting - Avis

Note globale
4.6/5
93% d'avis positifs
21
Excellent
5
Très bien
1
Moyen
0
Médiocre
1
Horrible
John J.
Traduire avec Google Translate

Clear Books has been a vital tool in managing my day to day finances for my business.

Logiciel utilisé tous les jours pendant plus d'un an
Publié le 13/09/2017
Provenance de l'avis : Capterra

Before Clear Books, I used an alternative free version of a similar system. After growing to a certain size, I spoke with my accountant to move to something that could push the limits of a free product. Using Clear Books means that my accountant better understands my finances, and can advise accordingly.

The key benefits to Clear Books are the Dashboard and the integration of Go Cardless for easy one-click invoice collection. My businesses never have to worry about BACS transfers or payments as I can collect any invoice using the pre-authorisation method for each invoice raised. Clear Books will also generate the necessary bills to make sure that any interest or fees paid are correctly categorized and settled. You can also keep an eye on who's transactions are currently being progressed and who's have been paid. Tie in the Go Cardless integration with reoccurring invoice templates and I have myself a feasible, cost effective means of Direct Debit without the expensive setup costs and benefit from the low-interest rate.

Avantages

The Clear Books system is very easy to navigate and with the integration of your data into a one-stop dashboard which is customisable to your needs, you get a very in-depth overview on how your business finances look at a glance. This is a vital tool for me as I don't need to keep running regular reports to see how my finances are, I check the dashboard and it has already done the hard work for me. From the dashboard, I can easily find how much profit, expenditure, income and outstanding invoices come to. From there, I can work out what is bringing the finances down and what is building the finances up.

Inconvénients

In regards to the overall system, I do not have any particular dislikes but more of a difficulty understanding how to apply any refunds and credits within the system. When I issue refunds or have credits applied to any of my supplier accounts, this is often something I have to speak to my accountant about.

My second point is around Quotes. These tend to remain on the system even after the invoice has been generated from them. It would be more efficient to have a check box to confirm completion of the quote rather than creating the invoice, then clearing down the quote. Not a big issue, but would save some time when you have a batch of quotes you've forgotten to clear down that could have been addressed at the time of invoice conversion.

Note détaillée

Rapport qualité-prix
Simplicité d'utilisation
Support client

Probabilité de recommander le produit

10.0/10
Anderson S.
Traduire avec Google Translate

Excellent solution to carry and track the accounting

Logiciel utilisé tous les jours pendant 6 à 12 mois
Publié le 05/12/2018
Provenance de l'avis : Capterra

It has been very productive to have a tool like this software since it compiles the accounting information and helps you manage it so that you can have all your accounting in order and reconciled, even emits reports that are very useful when making decisions, facilitates payment of taxes and the management of payments with our suppliers

Avantages

It has a panel through which you can control the most important aspects of your accounting, program reminders and automate the payments you should make, another aspect that I like is your billing module, you can customize and adapt to your needs, manage the part You only have to import the bank statements and reconcile your accounts effectively

Inconvénients

In general lines is a fairly complete software, however I have noticed that it does not allow you to repeat certain tasks, that is, once a task is completed, you must re-program it again if you require it.

Note détaillée

Rapport qualité-prix
Simplicité d'utilisation
Support client

Probabilité de recommander le produit

9.0/10
Traduire avec Google Translate

Decent accounting software, does the job

Logiciel utilisé tous les jours pendant plus d'un an
Publié le 28/10/2018
Provenance de l'avis : Capterra

It's a good basic accounting software, but it lacks the added value with no relevant webAPI integration.

Avantages

Clear Books gives you access to basic accounting tools (I work in sales so I use it for creating quotes and invoices and chasing unpaid invoices). I can do these tasks with ease.

Inconvénients

There are two main cons to Clear Books in my experience:

- They continually add UI changes, it's not a huge deal, but almost every week they've changed some little thing. It can be annoying when you're trying to figure out where things are.

- They lack the webAPI integrations we need. This means that you can't automate repetitive tasks such as creating quotes.

Note détaillée

Simplicité d'utilisation

Probabilité de recommander le produit

6.0/10
Traduire avec Google Translate

Honestly, I think that this is the best UK online accounting app on the market

Publié le 10/12/2014
Provenance de l'avis

Our company previously used Sage desktop for over 10 years. I am not an accountant and I never really got on with Sage but our book keeper is a big fan so we stuck with it, despite being aware of various cloud accounting applications.

Over the past couple of years we have taken free trials of SageOne, Xero and Kashflow - all without success. These applications each have their good bits and bad bits but they were simply not a good fit for us.

However, this year we have discovered Clear Books and I can honestly say that it has revolutionised our accounts. Our book keeper loves it and I love it too. It's so simple to use and it gives us all the data we need to run our business much more effectively than before.

Perhaps the best thing about Clear Books though is the support team. From the experience I've had so far they seem to genuinely care about their users, they are knowledgable about their application and they always see an issue through to a solution. What more could you ask of support? They're also based in the same UK office as the developers which is a massive plus in my book.

I can wholeheartedly recommend Clear Books. I don't take the time to write many reviews but I rate this application so highly that I felt compelled to write this one.

Avantages

* Brilliant support
* UK based
* Responsive and reliable
* Does everything I need and more
* Good pace of new features and improvements

Inconvénients

* A few feature niggles but these are in the improvements queue I believe
* It's not immediately obvious that you can try out demo data in your free trial - I had to be told about this by a support person

Sharon P.
Traduire avec Google Translate

Easy to use and full of useful tools

Logiciel utilisé tous les jours pendant plus de deux ans
Publié le 12/09/2017
Provenance de l'avis : Capterra

Easy to use on a day-to-day basis and great reporting and search functionality.

Avantages

ClearBooks is easy to use and has a myriad of useful tools. It has a great search function, excellent reporting capabilities and the Dashboard provides an excellent top level review of how the business is doing.

Inconvénients

The document templates can be difficult to tailor to your own requirements - however, the support team is amazing.

Note détaillée

Rapport qualité-prix
Simplicité d'utilisation
Support client

Probabilité de recommander le produit

10.0/10

Clear Books Accounting - Prix

À partir de
10,00 £GB/mois
Types de licence
version d'essai gratuite
Abonnement
Rapport qualité-prix

Pricing plans are flexible and can be cancelled at any time with no additional costs.

Small:
Month plan: £5.00/month for the first 3 months and £10.00/month after.
Year plan: £4.50/month for the first 3 months and £9.00/month after.
2 year plan: £4.00/month for the first 3 months and £8.00/month after.

Large:
Month plan: £10.75.00/month for the first 3 months and £21.50/month after.
Year plan: £9.68/month for the first 3 months and £19.35/month after.
2 year plan: £8.60/month for the first 3 months and £17.20/month after.

Clear Books Accounting - Fonctionnalités

  • API
  • Analyse financière
  • Facturation
  • Gestion des factures
  • Importation et exportation de données
  • Intégration de tiers
  • Paiements électroniques
  • Prise en charge de plusieurs devises
  • Rapports et statistiques
  • Suivi des frais
  • Traitement des factures

  • Données en temps réel
  • Gestion de la comptabilité
  • Gestion de la conformité
  • Gestion des flux de travail
  • Intégration comptable
  • Notifications automatiques
  • Rapports personnalisables
  • Réceptions
  • Tableau de bord d'activités

Plus d'informations sur Clear Books Accounting

Clear Books Accounting - Principales fonctionnalités

  • ACH payment processing
  • Asset management
  • Attach scans and receipts
  • Audit trail
  • Auditing
  • Automated scheduling
  • Automatic banking & bank feeds
  • Automatic late payment reminders
  • Automatic reminders
  • Balance sheet
  • Bank reconciliation
  • Batch entry
  • Batch processing
  • Billing & invoicing
  • Budgeting
  • Bulk send
  • CSS editor
  • Cash flow statement
  • Contractor management
  • Create and customize invoices
  • Customer accounts
  • Customizable templates
  • Data import/export
  • Document templates
  • Electronic payments
  • Email integration
  • Email invitations & reminders
  • Email, web and PDF file invoices
  • Estimating
  • Expense tracking
  • Financial analysis
  • Financial management
  • Find an accountant
  • Fixed asset management
  • Free feature updates
  • Full financial reporting
  • Invoice management
  • Invoice processing
  • Invoice scheduling
  • Invoice templates
  • Mobile integration
  • Multi-currency
  • Multiple document formats
  • Multiple exchange rates
  • Multiple formats
  • Multiple user accounts
  • Online VAT filing
  • PDF conversion
  • Payroll integration
  • Payroll management
  • Performance reports
  • Profit / loss statement
  • Project budgeting
  • Project estimating
  • Project management
  • Projections
  • Purchases & expenses
  • Quote management
  • Quotes to invoices
  • Receipt management
  • Recieve online & direct debit payments
  • Recurring billing
  • Recurring invoices
  • Recurring tasks
  • Reporting & statistics
  • Rules-based workflow
  • Sales tax management
  • Scheduled emails
  • Small business networking opportunities
  • Subcontractor management
  • Summary reports
  • Template management
  • Third party integration
  • Transaction monitoring
  • VAT MOSS invoicing

Avantages

  • Clear Books are committed to helping small businesses put in place financial controls to improve the operation of their business. The online accounting system is a step up from pen and paper, files and spreadsheets and aims to help organize business workflows.

  • Web Based: access accounting data online, anywhere and anytime. All that is needed is an internet connection and a web browser. Access accounts on either a PC or a Mac using Internet Explorer, Firefox or Safari.

  • Multiple users: Invite accountants, directors, trustees, shareholders, employees, and more into the Clear Books account to review and collaborate on financial data.

  • Data backup: data is backed up on a daily basis to safeguard against any unforeseeable disruptions. All data sent to and from the Clear Books servers is encrypted with 256-bit SSL encryption.

  • Explain bank transactions: use the Manage Import tool to quickly explain bank transactions and add new customers, suppliers, accounts, and projects all in one place.

  • The system learns: every time a bank transaction is explained Clear Books learns which VAT rate, account and customer or supplier to associate with the bank statement description. The next time a similar bank transaction needs explaining, all the transaction details are pre-filled.

  • Import bank statements: Quickly import bank statements so that bank transactions do not need to be entered manually.

  • Clear Books Accounting - FAQ

    Voici quelques-unes des questions fréquentes sur Clear Books Accounting.

    Q. Quels sont les types de licence disponibles pour Clear Books Accounting ?

    Types de licences disponibles pour Clear Books Accounting :

    À partir de: 10,00 £GB/mois

    Type de licence: Abonnement

    version d'essai gratuite: Disponible

    Pricing plans are flexible and can be cancelled at any time with no additional costs.

    Small:
    Month plan: £5.00/month for the first 3 months and £10.00/month after.
    Year plan: £4.50/month for the first 3 months and £9.00/month after.
    2 year plan: £4.00/month for the first 3 months and £8.00/month after.

    Large:
    Month plan: £10.75.00/month for the first 3 months and £21.50/month after.
    Year plan: £9.68/month for the first 3 months and £19.35/month after.
    2 year plan: £8.60/month for the first 3 months and £17.20/month after.

    Q. Quelles sont les principales fonctionnalités du logiciel Clear Books Accounting ?

    Fonctionnalités du logiciel Clear Books Accounting :

    • ACH payment processing
    • Asset management
    • Attach scans and receipts
    • Audit trail
    • Auditing
    • Automated scheduling
    • Automatic banking & bank feeds
    • Automatic late payment reminders
    • Automatic reminders
    • Balance sheet
    • Bank reconciliation
    • Batch entry
    • Batch processing
    • Billing & invoicing
    • Budgeting
    • Bulk send
    • CSS editor
    • Cash flow statement
    • Contractor management
    • Create and customize invoices
    • Customer accounts
    • Customizable templates
    • Data import/export
    • Document templates
    • Electronic payments
    • Email integration
    • Email invitations & reminders
    • Email, web and PDF file invoices
    • Estimating
    • Expense tracking
    • Financial analysis
    • Financial management
    • Find an accountant
    • Fixed asset management
    • Free feature updates
    • Full financial reporting
    • Invoice management
    • Invoice processing
    • Invoice scheduling
    • Invoice templates
    • Mobile integration
    • Multi-currency
    • Multiple document formats
    • Multiple exchange rates
    • Multiple formats
    • Multiple user accounts
    • Online VAT filing
    • PDF conversion
    • Payroll integration
    • Payroll management
    • Performance reports
    • Profit / loss statement
    • Project budgeting
    • Project estimating
    • Project management
    • Projections
    • Purchases & expenses
    • Quote management
    • Quotes to invoices
    • Receipt management
    • Recieve online & direct debit payments
    • Recurring billing
    • Recurring invoices
    • Recurring tasks
    • Reporting & statistics
    • Rules-based workflow
    • Sales tax management
    • Scheduled emails
    • Small business networking opportunities
    • Subcontractor management
    • Summary reports
    • Template management
    • Third party integration
    • Transaction monitoring
    • VAT MOSS invoicing

    Q. Qui utilise Clear Books Accounting ?

    Utilisateurs habituels du logiciel Clear Books Accounting :

    Auto-entrepreneurs, PME

    Q. Dans quelles langues Clear Books Accounting est-il disponible ?

    Langues dans lesquelles Clear Books Accounting est disponible :

    anglais

    Q. Quels sont les types de licence disponibles pour Clear Books Accounting ?

    Types de licences disponibles pour Clear Books Accounting:

    Abonnement

    Q. Clear Books Accounting prend-il en charge les appareils mobiles ?

    Nous n'avons pas d'informations sur les appareils pris en charge par Clear Books Accounting.

    Q. Avec quelles applications Clear Books Accounting peut-il s'intégrer ?

    Applications s'intégrant à Clear Books Accounting :

    AutoEntry, Capsule, Expend, FreshBooks, G Suite, Gmail, Mailchimp, PayPal, Receipt Bank, Taskbe

    Q. Quelles sont les ressources d'aide disponibles pour Clear Books Accounting ?

    Ressources d'aide disponibles pour Clear Books Accounting :

    FAQ, Forum, Support en ligne, Support téléphonique, Tutoriels vidéo