Clear Books Accounting

Online accounting software for small businesses

4,6 /5 (30 avaliações) Escreva uma avaliação!

Resumo do Clear Books Accounting

O que é o 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.

Resumo do Clear Books Accounting

Preços

A partir de
£ 10,00/mês

Opções de preços

Teste Grátis
Assinatura
Relação qualidade/preço

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.


Recursos do Clear Books Accounting

Dispositivos
Porte da empresa
P M G
Mercados
Ásia, Austrália, Brasil, Canadá, China e outros 5, Europa, Alemanha, Índia, Japão, América Latina
Idiomas
Inglês

Capturas de tela

Captura de tela do Clear Books Accounting: Sales and purchase summaries
Captura de tela do Clear Books Accounting: Sales and purchase summaries Captura de tela do Clear Books Accounting: Profit/loss reports Captura de tela do Clear Books Accounting: Cashflow reporting Captura de tela do Clear Books Accounting: Receipt explanations Captura de tela do Clear Books Accounting: Bank statements Captura de tela do Clear Books Accounting: Subcontractor management

Clear Books Accounting - Avaliações

Clear Books Accounting - Avaliações

Classificação geral
4,6
/
5
Excelente
23

Muito bom
5

Regular
1

Ruim
0

Péssimo
1

Relação qualidade/preço
4,1
Recursos
4,5
Praticidade
4,5
Suporte ao cliente
4,2
93% dos usuários recomendam este app
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.


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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.


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Isaac A.

Clear books has been an amazing software in managing my day by day finances for my business

I was having problems with my accounting transaction,so a friend of mine introduce this clear books to me. I have really enjoyed using this software because it has solved the problem in my account transaction


Traduzir com Google
Avaliador Verificado

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.


Traduzir com Google
Anderson S.

Excellent solution to carry and track the accounting

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


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Verna B.
Setor: Emprego e contratação
Porte da empresa: 5.001-10.000 funcionários
Traduzido para o Português

Clear Books can be easily managed our accounts transactions.

Usado Diariamente durante Mais de dois anos
Avaliado em 25/11/2019
Fonte da avaliação: 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.

Vantagens

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.

Desvantagens

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.

Detalhamento da qualificação

Relação qualidade/preço
Praticidade
Suporte ao cliente

Probabilidade de recomendação: 10.0/10

John J.
Setor: Serviços e tecnologia da informação
Porte da empresa: 2-10 funcionários
Traduzido para o Português

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

Usado Diariamente durante Mais de um ano
Avaliado em 13/09/2017
Fonte da avaliação: 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.

Vantagens

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.

Desvantagens

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.

Detalhamento da qualificação

Relação qualidade/preço
Praticidade
Suporte ao cliente

Probabilidade de recomendação: 10.0/10

Isaac A.
Setor: Hardware
Porte da empresa: Profissional autônomo
Traduzido para o Português

Clear books has been an amazing software in managing my day by day finances for my business

Usado Semanal durante Mais de um ano
Avaliado em 12/06/2020
Fonte da avaliação: Capterra

I was having problems with my accounting transaction,so a friend of mine introduce this clear books to me. I have really enjoyed using this software because it has solved the problem in my account transaction

Vantagens

Clear books gives me easy access to basic accounting software. It has help me in managing my account transaction and it dashboard gives me a better top level review of how my business is going

Desvantagens

I made the right decision in using the clear books. I do not have any particular dislike about this software

Detalhamento da qualificação

Relação qualidade/preço
Praticidade
Suporte ao cliente

Probabilidade de recomendação: 10.0/10

Avaliador Verificado
Setor: Internet
Porte da empresa: 2-10 funcionários
Traduzido para o Português

Useless customer service and disonest business practices

Avaliado em 22/03/2016
Fonte da avaliação: 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.

Vantagens

Product fairly easy to use

Desvantagens

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

Detalhamento da qualificação

Relação qualidade/preço
Praticidade
Suporte ao cliente

Anderson S.
Setor: Administração pública
Porte da empresa: 501-1.000 funcionários
Traduzido para o Português

Excellent solution to carry and track the accounting

Usado Diariamente durante 6 a 12 meses
Avaliado em 05/12/2018
Fonte da avaliação: 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

Vantagens

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

Desvantagens

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.

Detalhamento da qualificação

Relação qualidade/preço
Praticidade
Suporte ao cliente

Probabilidade de recomendação: 9.0/10

Recomendação do usuário
9,3/10
Baseado em 30 usuários
Compare as alternativas por recomendação dos usuários
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Preço do Clear Books Accounting

Preço do Clear Books Accounting

A partir de
£ 10,00/mês
Teste Grátis
Assinatura
Relação qualidade/preço

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.

Relação qualidade/preço
4,1/5
Baseado em 30 usuários
Compare as alternativas por relação qualidade/preço
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Recursos do Clear Books Accounting

Recursos do Clear Books Accounting

API
Análise financeira
Cobrança e faturamento
Controle de despesas
Criação de relatórios personalizável
Dados em tempo real
Gerenciamento de faturas
Gestão da contabilidade
Gestão de conformidade
Gestão do fluxo de trabalho
Importação/exportação de dados
Integração da contabilidade
Integração de terceiros
Múltiplas moedas
Notificações automáticas
Pagamentos eletrônicos
Painel de atividades
Processamento de faturas
Registro de auditoria
Relatórios e estatística
Recursos
4,5/5
Baseado em 30 usuários
Compare as alternativas por avaliações dos recursos
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Categorias

Vídeos e Tutoriais

Vídeos e Tutoriais

Mais informações sobre Clear Books Accounting

Mais informações sobre Clear Books Accounting

Principais recursos do 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

Vantagens

  • 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.

  • Perguntas frequentes sobre o Clear Books Accounting

    Perguntas frequentes sobre o Clear Books Accounting

    Abaixo estão algumas perguntas frequentes sobre o Clear Books Accounting.

    P: Que tipo de planos o Clear Books Accounting oferece?

    O Clear Books Accounting oferece os seguintes planos de pagamento:

    A partir de: £ 10,00/mês

    Modelo de preços: Assinatura

    Teste Grátis: Disponível

    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.

    P: Quais são os principais recursos do Clear Books Accounting?

    O Clear Books Accounting oferece os seguintes recursos:

    • 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

    P: Quem costuma usar o Clear Books Accounting?

    Os clientes habituais do Clear Books Accounting são:

    Autônomos, Pequenas empresas

    P: Em que idioma o Clear Books Accounting está?

    O Clear Books Accounting está nos seguintes idiomas:

    Inglês

    P: Que tipo de planos o Clear Books Accounting oferece?

    O Clear Books Accounting tem os seguintes planos de preços:

    Assinatura

    P: O Clear Books Accounting é compatível com disponíveis móveis?

    Não temos informações sobre os dispositivos compatíveis com o Clear Books Accounting.

    P: O Clear Books Accounting se integra com quais outros aplicativos?

    O Clear Books Accounting se integra com os seguintes aplicativos:

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

    P: Que nível de suporte o Clear Books Accounting oferece?

    O Clear Books Accounting oferece as seguintes opções de suporte:

    Suporte online, Suporte por telefone, Fórum, FAQs, Tutoriais em vídeo