Clear Books Review: Pros, Cons, Features, and Pricing
Clear Books is a cloud-based accounting software that simplifies financial management for small businesses. The UK-based software provider offers an affordable, user-friendly platform, ideal for startups, freelancers, and small business owners who need a straightforward accounting and bookkeeping platform.
In this article, I'll cover Clear Books's features, pros and cons, use cases, and pricing so you can decide if Clear Books software aligns with your financial management needs and goals.
Clear Books Evaluation Summary
- From £7.50/user/month (billed annually)
- 30-day free trial
Why Trust Our Software Reviews
Clear Books Overview
Clear Books is a solid choice for small businesses looking for an easy-to-use accounting tool. It offers great customer support and a user-friendly experience, which is crucial for teams without dedicated IT staff.
Clear Books standout features and ease of use make it a good fit for small business owners and freelancers who prioritize simplicity and support. If you're evaluating options, consider your team's specific needs to determine if Clear Books aligns with your goals.
pros
-
Basic accounting features
-
Great customer support
-
Intuitive and easy-to-use interface
cons
-
Doesn’t offer AI automation or insights
-
Fewer customization options for advanced users
-
Limited reporting features
-
CRM Creatio
Visit WebsiteThis is an aggregated rating for this tool including ratings from Crozdesk users and ratings from other sites.4.7 -
Rippling Spend
Visit WebsiteThis is an aggregated rating for this tool including ratings from Crozdesk users and ratings from other sites.4.8 -
LiveFlow
Visit WebsiteThis is an aggregated rating for this tool including ratings from Crozdesk users and ratings from other sites.4.9
How We Test & Score Tools
We’ve spent years building, refining, and improving our software testing and scoring system. The rubric is designed to capture the nuances of software selection and what makes a tool effective, focusing on critical aspects of the decision-making process.
Below, you can see exactly how our testing and scoring works across seven criteria. It allows us to provide an unbiased evaluation of the software based on core functionality, standout features, ease of use, onboarding, customer support, integrations, customer reviews, and value for money.
Core Functionality (25% of final scoring)
The starting point of our evaluation is always the core functionality of the tool. Does it have the basic features and functions that a user would expect to see? Are any of those core features locked to higher-tiered pricing plans? At its core, we expect a tool to stand up against the baseline capabilities of its competitors.
Standout Features (25% of final scoring)
Next, we evaluate uncommon standout features that go above and beyond the core functionality typically found in tools of its kind. A high score reflects specialized or unique features that make the product faster, more efficient, or offer additional value to the user.
We also evaluate how easy it is to integrate with other tools typically found in the tech stack to expand the functionality and utility of the software. Tools offering plentiful native integrations, 3rd party connections, and API access to build custom integrations score best.
Ease of Use (10% of final scoring)
We consider how quick and easy it is to execute the tasks defined in the core functionality using the tool. High scoring software is well designed, intuitive to use, offers mobile apps, provides templates, and makes relatively complex tasks seem simple.
Onboarding (10% of final scoring)
We know how important rapid team adoption is for a new platform, so we evaluate how easy it is to learn and use a tool with minimal training. We evaluate how quickly a team member can get set up and start using the tool with no experience. High scoring solutions indicate little or no support is required.
Customer Support (10% of final scoring)
We review how quick and easy it is to get unstuck and find help by phone, live chat, or knowledge base. Tools and companies that provide real-time support score best, while chatbots score worst.
Customer Reviews (10% of final scoring)
Beyond our own testing and evaluation, we consider the net promoter score from current and past customers. We review their likelihood, given the option, to choose the tool again for the core functionality. A high scoring software reflects a high net promoter score from current or past customers.
Value for Money (10% of final scoring)
Lastly, in consideration of all the other criteria, we review the average price of entry level plans against the core features and consider the value of the other evaluation criteria. Software that delivers more, for less, will score higher.
Core Features
Invoicing: You can create and send professional invoices quickly, keeping track of payments with ease. It simplifies billing for your team, saving time.
Expense tracking: Clear Books lets you record expenses effortlessly, helping you manage your cash flow. It keeps your financial records organized and accessible.
Bank reconciliation: This feature matches your bank account statements with your recorded transactions to ensure accuracy.
VAT management: You can handle VAT calculations and submissions directly through Clear Books, which simplifies tax compliance for your business.
Reporting: Generate basic financial reports to get insights into your business's performance. While not advanced, it provides the essential data you need.
Payroll: Clear Books offers a straightforward payroll system to manage employee payments and ensure compliance with payroll regulations.
Ease of Use
Clear Books is known for its user-friendly design, making it accessible for you and your team without extensive training. The intuitive interface makes it easy to generate invoices, track expenses, and perform basic accounting tasks, allowing you to focus more on tasks where human touch is more important.
Integrations
Clear Books integrates with AutoEntry, Companies House, HMRC, XE, Plaid, Stripe, Dext, GoCardless, PayPal, and iPages. Clear Books also offers an API for developers to create custom integrations and connects with third-party integration tools.
Clear Books Specs
- 2-Factor Authentication
- Accounts Payable
- Accounts Receivable
- API
- Balance Sheet
- Billing/Invoicing
- BitCoin
- Budgeting
- Calendar Management
- Contact Management
- CRM Integration
- Customer Management
- Dashboard
- Data Export
- Data Import
- Data Visualization
- Expense Tracking
- External Integrations
- Forecasting
- General Account Ledger
- Inventory Tracking
- Multi-Currency
- Multi-User
- Notifications
- P&L
- PayPal
- Payroll
- SAP Integration
- Stripe
- Supplier Management
- Tax Management
