Clear Books Accounting

Clear Books Accounting

Online accounting software for small businesses

4.6/5 (28 avaliações)

Resumo do 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.

Preços

A partir de
£ 10,00/mês
Opções de preços
Avaliação gratuita
Assinatura
Relação qualidade/preço

Dispositivos

Porte da empresa

P
M
G

Mercados

Ásia, Austrália, Brasil, Canadá, China e outros 5, Europa, Alemanha, Índia, Japão, América Latina

Idiomas

Inglês

Clear Books Accounting - Avaliações

Classificação geral
4.6/5
93% avaliações positivas
21
Excelente
5
Muito bom
1
Média
0
Ruim
1
Péssimo
John J.
Traduzir com Google

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
Anderson S.
Traduzir com Google

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
Avaliador Verificado
Traduzir com Google

Decent accounting software, does the job

Usado Diariamente durante Mais de um ano
Avaliado em 28/10/2018
Fonte da avaliação: Capterra

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

Vantagens

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.

Desvantagens

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.

Detalhamento da qualificação

Praticidade

Probabilidade de recomendação

6.0/10
Avaliador Verificado
Traduzir com Google

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

Avaliado em 10/12/2014
Fonte da avaliação: 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.

Vantagens

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

Desvantagens

* 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.
Traduzir com Google

Easy to use and full of useful tools

Usado Diariamente durante Mais de dois anos
Avaliado em 12/09/2017
Fonte da avaliação: Capterra

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

Vantagens

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.

Desvantagens

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

Detalhamento da qualificação

Relação qualidade/preço
Praticidade
Suporte ao cliente

Probabilidade de recomendação

10.0/10

Preço do Clear Books Accounting

A partir de
£ 10,00/mês
Opções de preços
Avaliação gratuita
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

  • API
  • Análise financeira
  • Cobrança e faturamento
  • Controle de despesas
  • Gerenciamento de faturas
  • Importação/exportação de dados
  • Integração de terceiros
  • Múltiplas moedas
  • Pagamentos eletrônicos
  • Processamento de faturas
  • Relatórios e estatística

  • Criação de relatórios personalizável
  • Dados em tempo real
  • Gestão da contabilidade
  • Gestão de conformidade
  • Gestão do fluxo de trabalho
  • Integração da contabilidade
  • Notificações automáticas
  • Painel de atividades
  • Recebimento

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

    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

    Avaliação gratuita: 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, Gmail, Mailchimp, PayPal, Receipt Bank, Taskbe

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

    O Clear Books Accounting oferece as seguintes opções de suporte:

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