--- title: ClearBooks Reviews meta_title: 'ClearBooks Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 20 reviews by the users' company size, role or industry to find out how ClearBooks works for a business like yours. aggregate_rating: rating_value: 4.8 review_count: 20 scale: '5' date_modified: '2026-08-04' parent_category: name: Accounting & Finance url: https://www.g2.com/categories/accounting-finance --- # ClearBooks Reviews **Vendor:** Clear Books **Category:** [Accounting Software](https://www.g2.com/categories/accounting) **Average Rating:** 4.8/5.0 **Total Reviews:** 20 ## About ClearBooks Clear Books is an online accounting software tailored for small businesses, sole traders, and landlords, offering a comprehensive suite of tools to simplify financial management. Designed with user-friendliness in mind, it enables users to handle invoicing, expense tracking, VAT submissions, and financial reporting without requiring extensive accounting knowledge. Key Features and Functionality: - Invoicing and Estimates: Create and customize professional invoices and estimates, send them directly to clients, and set up automated payment reminders to expedite payments. - Expense Tracking: Record and categorize expenses efficiently, ensuring accurate financial records and facilitating tax preparation. - VAT Compliance: For VAT-registered businesses, Clear Books supports Making Tax Digital (MTD) VAT reporting, including flat-rate schemes and VAT Domestic Reverse Charge, ensuring compliance with HMRC requirements. - Bank Feeds: Connect bank accounts to automatically import transactions, reducing manual data entry and improving accuracy. - Multi-Business Management: Manage multiple businesses under a single account, with the ability to switch between companies seamlessly, each with its own customized settings and data. - Financial Reporting: Access a full suite of reports, including balance sheets and income statements, to gain real-time insights into financial performance. - User Permissions: Invite team members or accountants with customizable access levels, ensuring secure collaboration. Primary Value and User Solutions: Clear Books addresses the common challenges faced by small business owners and self-employed individuals by providing an intuitive platform that streamlines accounting tasks. By automating processes such as invoicing, expense tracking, and VAT reporting, it reduces the time and effort required for financial management. The software's compliance with HMRC's Making Tax Digital initiative ensures that users meet regulatory requirements effortlessly. Additionally, features like multi-business management and customizable user permissions cater to the diverse needs of growing businesses, making Clear Books a versatile and valuable tool for efficient and compliant financial management. ## ClearBooks Pros & Cons **What users like:** - Users value the **ease of use** of ClearBooks, simplifying expensing and invoicing tasks for small businesses. (2 reviews) - Users find the **chart of accounts and online backup** in ClearBooks enhance efficiency and simplify accounting tasks. (1 reviews) - Users find ClearBooks **easy to use** and ideal for small business needs, enhancing operational efficiency. (1 reviews) - Users value the **cloud-based convenience** of ClearBooks, allowing efficient management of accounting tasks with online backups. (1 reviews) - Users value the **simple invoice management** of ClearBooks, facilitating efficient client management and streamlined accounting tasks. (1 reviews) - Tax Management (1 reviews) **What users dislike:** - Users express concern over **inadequate reporting** , suggesting enhancements in presentation and tailored features for specific needs. (1 reviews) - Users express concerns over **missing features** like improved report presentations and tailored functionalities for specific needs. (1 reviews) ## ClearBooks Discussions - [What does Clearbooks do?](https://www.g2.com/discussions/what-does-clearbooks-do) - [Is Clearbooks good?](https://www.g2.com/discussions/is-clearbooks-good) - [What is a clear book used for?](https://www.g2.com/discussions/what-is-a-clear-book-used-for) - [Who are Clearbooks?](https://www.g2.com/discussions/who-are-clearbooks) - [View ClearBooks pricing details and edition comparison](https://www.g2.com/products/clearbooks/reviews?page=2§ion=pricing&secure%5Bexpires_at%5D=2026-08-05+11%3A11%3A10+-0500&secure%5Bsession_id%5D=9be43044-e3ad-48a3-98d2-d6c7b0051b03&secure%5Btoken%5D=80435423f30174f7034e0dd46bae5ac5f93b31751980aa73cf69e0c73e8d7fc0&format=llm_user) ## ClearBooks Features **General Ledger** - Journal Entries - Tags / Dimensions - Audit Trail **Agentic AI - Accounting & Finance** - Autonomous Task Execution **AI Assistant - Accounting** - AI Accounting Assistant **Accounts Receivable** - Invoice Customization - AR Automation - Collections Automation **Accounts Payable** - AP Automation - Payment Processing - Purchase Orders - Invoice Processing - Purchase Order Management - ACH Payment Processing - Electronic Payments **Other Functionality** - Inventory Tracking / Ordering - Inventory Pricing and Costing - Inventory Reporting - Multi-Entity / Consolidation - Recognition Rules - Reconciliations - Payroll - Time and Expense - Cost Tracking - Time Tracking - Status Tracking - Budget Tracking **Reporting & Analytics** - Financial Statements - Custom Reporting - Budgeting / Forecasting - Dashboards - Financial Reporting - Activity Dashboard **Platform** - Customization - Workflow Capability - User, Role, and Access Management - Internationalization - Performance and Reliability - Output Document Generation - Mobile Access **Integration** - Data Import and Export Tools - Integration APIs - Breadth of Partner Applications - Collaboration Tools - Third-Party Integrations - Accounting Integration **Cash Flow** - Track Cash Flow - Income and Expenses - File Exports **Budgeting & Forecasting** - Budgeting / Forecasting - Data Import - Versioning - Historical Data **Revenue** - Revenue Types - Revenue Allocation - Scheduling **Payroll** - Direct Deposit - Tax Calculation - Reporting and Dashboards **AI** - Data Extraction - Invoice Processing - Expense Management - Fraud Detection - Tax Compliance - Support Chatbots - Bank Reconciliations - Report Generation - Customizable Alerts - Predictive Analytics - Receipt Management - Workflow Management - Payroll Management - Sales Tax Management - Audit Management - Tax Management - Fixed Asset Management - Reporting/Analytics - Order Management - Sales Order Management - Cash Flow Management - Cash Management - Real-Time Data - Vendor Management - Credit Card Processing - Financial Consolidation & Close Management - Transaction Management **Mobile Applications - Accounting** - Cloud Integration - Notifications - UI - Offline - Expense Tracking - Invoice Management - Compliance Management - Inventory Tracking - Inventory Management - Financial Management - Activity Tracking - Document Management - Compliance Tracking - Notes Management **Agentic AI - Accounting** - Autonomous Task Execution **** - Multi-Location - Generative AI - Accounts Payable - Fund Accounting - Quotes/Estimates - Approval Process Control - AI Copilot - Chart of Accounts - Project Accounting - Encryption - Accounts Receivable - Recurring/Subscription Billing - Billing & Invoicing - Reminders - Multi-Currency - Access Controls/Permissions - Income & Balance Sheet - Data Security - General Ledger - Currency Conversion - Customizable Templates - Accounting - Estimating - Reporting & Statistics - Financial Analysis - Transaction History - Expense Claims - Document Storage - SSL Security - Categorization/Grouping - Automatic Billing - Purchasing & Receiving - Customer Database - For Distributors - Bills of Material - Financial Data Protection - Inventory Control - AI/Machine Learning - Mobile App - Client Portal - For CPA Firms - Remote Access/Control - Cash Flow Analysis - Performance Metrics - Multi-Company - For Small Businesses ## Top ClearBooks Alternatives - [Xero](https://www.g2.com/products/xero/reviews) - 4.4/5.0 (1,702 reviews) - [QuickBooks Online](https://www.g2.com/products/quickbooks-online/reviews) - 4.0/5.0 (3,761 reviews) - [FreshBooks](https://www.g2.com/products/freshbooks/reviews) - 4.5/5.0 (961 reviews)