Clearbooks is a U.K.-based cloud accounting solution that features collaboration tools for faster and more accurate communication between clients and accounting team to settle accounts. Likewise, it has user account controls to let you manage permissions for critical data. The software is ideal for small and medium businesses. Its automated functions, such as, invoicing and bank feeds, streamline your financial processes for more transparency and improved bottom line.
The software also allows you to fast track invoice-to-payment workflow by generating customizable billing and setting recurring payables to a preset schedule. You can also automate alerts, emails, and prompts to avoid overlooking a payable or receivable. Moreover, you can design your invoice by configuring its HTML/CSS framework. Other highlights include: bank sync; tax reporting; quote generation; and expense tracking. For people on the go or in the field, Clearbooks can be accessed via smartphone or tablet for greater mobility.
Want to know more about this software? Our Clearbooks reviews discuss the software’s pricing, benefits and technical specifications in detail below.
Product Quality Score
Ease of use
Value for money
Main features of Clearbooks are:
Multiple email attachments
Create email templates
Automate recurring invoices
View a full statement of your history
Email multiple contacts
Set invoice defaults
Export invoice data
Full statement history
Fast batch entry
Profit & Loss
Audit log/audit trail
Budget tool (financial reporting)
Custom sales tax rates
Flat rate scheme
EC sales list
Cash and invoice scheme for VAT
Reclaim VAT on capital asset purchases
Corporation tax estimate
-Provide accounting services to clients fast and accurately.
-Custom design your invoice by tweaking the HTML/CSS framework.
-Collaborate with clients for greater transparency and accuracy on financial transactions.
-Manage permissions with user controls.
-Manage bank accounts, invoices, and bills in multiple currencies.
-Among the many advantages we cite in our Clearbooks reviews is that you can automate invoice to payment process for faster and more accurate collection.
-Send quote immediately and generate an invoice with one click.
-Provide various payment modes to clients including direct debit.
-Automate invoice emails, alerts, and prompts.
-Sync your bank accounts.
-Track purchases and expenses.
-Reporting tools lets you to get an overall picture business performance.
-Manage tax-related functions easily.
-Access the software via mobile.
Customer Support Types
The following Clearbooks integrations are currently offered by the vendor:
Currency and Exchange
Clearbooks pricing is available in the following plans: