Clear Books Accounting

Clear Books Accounting

Online accounting software for small businesses

4.6/5 (29 avis)

Clear Books Accounting - Présentation

Description du logiciel Clear Books Accounting

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.

Clear Books Accounting - Présentation

Prix

À partir de
10,00 £GB/mois

Types de licence

Essai gratuit
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

Appareils
Pour quelle entreprise ?
TPE PME GE
Disponible dans les pays suivants
Asie, Australie, Brésil, Canada, Chine et 5 autres, Europe, Allemagne, Inde, Japon, Amérique latine
Langues
anglais

Captures d'écran

Capture d'écran pour Clear Books Accounting : Sales and purchase summaries
Capture d'écran pour Clear Books Accounting : Sales and purchase summaries Capture d'écran pour Clear Books Accounting : Profit/loss reports Capture d'écran pour Clear Books Accounting : Cashflow reporting Capture d'écran pour Clear Books Accounting : Receipt explanations Capture d'écran pour Clear Books Accounting : Bank statements Capture d'écran pour Clear Books Accounting : Subcontractor management

Clear Books Accounting - Avis

Clear Books Accounting - Avis

Note globale
4.6
/
5 29 avis
Excellent
22

Très bien
5

Moyen
1

Médiocre
0

Mauvais
1

Rapport qualité-prix
4
Fonctionnalités
4.4
Simplicité d'utilisation
4.4
Support client
4.1
93% des utilisateurs recommandent cette application
Verna B.

Clear Books can be easily managed our accounts transactions.

Before using this accounting software, I always worried about the accounts and invoices transactions but now a days, through the Clear Books software I always free from any tension which is related from my accounts transactions.


Traduire avec Google Translate
John J.

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

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.


Traduire avec Google Translate
Utilisateur vérifié

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

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.


Traduire avec Google Translate
Utilisateur vérifié

Useless customer service and disonest business practices

Did trial back in October but didn't buy the monthly subscription after

This March dediced to give it another go and start the paid subscription,and this is when their incompetence started, not only they took 1 monthly payment of £24 but the days after kept taking £24 payments from my account ,3 times totalling £72 was taken (apparently the system decided to back charge on payments since the trial!) , and a fourth payment that got declined by the bank.

After complaining to customer service and ask for a refund of the payments taken by mistake on the 8th, still waiting for refund to be made! now been two weeks waiting for a refund.

Several emails sent, calls, several excuses (best one being that the CFO needs to authorise/sign off the refund( a CFO needs to authorise a refund of £72!!) but refund nowhere to be seen even after confirming (and me chasing again) that it had been authorised.

Cancelled subscription as its obvious there are not to be trusted with one's financial details and seem incompetent to perform a basic financial task as a refund.


Traduire avec Google Translate
Sharon P.

Easy to use and full of useful tools

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


Traduire avec Google Translate
Verna B.
Secteur d'activité: Recrutement
Taille de l'entreprise: 5 001-10 000 employés
Traduire avec Google Translate

Clear Books can be easily managed our accounts transactions.

Logiciel utilisé tous les jours pendant plus de deux ans
Publié le 25/11/2019
Provenance de l'avis : Capterra

Before using this accounting software, I always worried about the accounts and invoices transactions but now a days, through the Clear Books software I always free from any tension which is related from my accounts transactions.

Avantages

By using that accounting software, then we can sell all our sales and marketing products without any thinking about the invoices losses because the Clear Books always provide its customer with fully invoices and expenses profit. We are always get all the financial reports about our accounts activity and get the progress of invoices and expenses, So in that way we can saw our profit in sales and marketing.

Inconvénients

Sometimes, due to accounts problem we cannot easily get all our invoices and expenses with the normal process. But as we saw the Clear Books comparison software's, then we conclude that it is always best for accounts management with great customer invoices and expenses features.

Note détaillée

Rapport qualité-prix
Simplicité d'utilisation
Support client

Probabilité de recommander le produit: 10.0/10

John J.
Secteur d'activité: Services et technologies de l'information
Taille de l'entreprise: 2-10 employés
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

Utilisateur vérifié
Secteur d'activité: Internet
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 : GetApp

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

Utilisateur vérifié
Secteur d'activité: Internet
Taille de l'entreprise: 2-10 employés
Traduire avec Google Translate

Useless customer service and disonest business practices

Publié le 22/03/2016
Provenance de l'avis : GetApp

Did trial back in October but didn't buy the monthly subscription after

This March dediced to give it another go and start the paid subscription,and this is when their incompetence started, not only they took 1 monthly payment of £24 but the days after kept taking £24 payments from my account ,3 times totalling £72 was taken (apparently the system decided to back charge on payments since the trial!) , and a fourth payment that got declined by the bank.

After complaining to customer service and ask for a refund of the payments taken by mistake on the 8th, still waiting for refund to be made! now been two weeks waiting for a refund.

Several emails sent, calls, several excuses (best one being that the CFO needs to authorise/sign off the refund( a CFO needs to authorise a refund of £72!!) but refund nowhere to be seen even after confirming (and me chasing again) that it had been authorised.

Cancelled subscription as its obvious there are not to be trusted with one's financial details and seem incompetent to perform a basic financial task as a refund.

Avantages

Product fairly easy to use

Inconvénients

Interface could be improved
Customer service extremely slow and pretty much useless
Don't give them your card details!

Note détaillée

Rapport qualité-prix
Simplicité d'utilisation
Support client

Sharon P.
Secteur d'activité: Sécurité et enquêtes
Taille de l'entreprise: 2-10 employés
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

Recommandation utilisateur
9.1/10
Basé sur 29 avis utilisateurs
Comparatif avec les logiciels similaires : recommandation utilisateur
Comparer avec les alternatives

Clear Books Accounting - Prix

Clear Books Accounting - Prix

À partir de
10,00 £GB/mois
Essai gratuit
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.

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.

Rapport qualité-prix
4/5
Basé sur 29 avis utilisateurs
Comparatif avec les logiciels similaires : rapport qualité-prix
Comparer avec les alternatives

Clear Books Accounting - Fonctionnalités

Clear Books Accounting - Fonctionnalités

API
Analyse financière
Données en temps réel
Facturation
Gestion de la comptabilité
Gestion de la conformité
Gestion des factures
Gestion des flux de travail
Importation et exportation de données
Intégration comptable
Intégration de tiers
Notifications automatiques
Paiements électroniques
Piste d'audit
Prise en charge de plusieurs devises
Rapports et statistiques
Rapports personnalisables
Suivi des frais
Tableau de bord d'activités
Traitement des factures
Fonctionnalités
4.4/5
Basé sur 29 avis utilisateurs
Comparatif avec les logiciels similaires : note sur les fonctionnalités
Comparer avec les alternatives

Catégories

Vidéos et tutoriels

Vidéos et tutoriels

Plus d'informations sur Clear Books Accounting

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

    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

    Essai gratuit: 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