Clearbooks

Features

Create invoices & payment reminders

Get paid faster with customised, professional invoices and automatic payment reminders.

Secure payment providers

Feel confident and in control of your business knowing that you can accept your customer payments securely.

Keep on top of bills & purchases

Instantly see how much you owe your suppliers and what VAT you're entitled to claim back.

Auto-import your bank transactions

Link Clear Books with your bank accounts to automatically import transactions and quickly reconcile payments with invoices, bills and expenses.

Track VAT and submit MTD VAT returns to HMRC

Submit MTD VAT returns to HMRC in 3 simple steps when you track your income and expenses using Clear Books.

Create management reports

Get a clear snapshot of your business success with a variety of basic and advanced management reports such as Profit & Loss and Cash Flow.

Easily manage CIS requirements

Automatically list out CIS deductions on your invoices, verify subcontractors with a single click, submit CIS returns to HMRC, create statements for subbies and view handy reports.

Enjoy multi-currency accounting

Create invoices or track bills and expenses in 170+ currencies.

Effortless oversight

Keep on top of your financial health, and easily take action when your situation changes.

Create dividend payments

Use our handy tool to effortlessly record dividends paid to the relevant shareholders. Then produce vouchers and minutes documents instantly.

Track fixed assets

Stay in control of your assets with our Fixed Assets tool. Automatically depreciate your asset value or match a customised rate set by you.

Manage project finances

Clear Books' project management tool helps you keep a close eye on the financial success of separate projects within your business.

Track stock levels

Keep track of the stock you have on hand using Clear Books stock tracking and reporting feature.

Timesheets

Record the time you spend on tasks, projects and clients, and create invoices directly from your timesheets.

Pay your bills and purchases faster

With our click-to-pay feature, you can make payments to your suppliers faster using your Revolut Business account in Clear Books.

Sales Module

SALES

Issue unlimited Invoices
Record and issue Credit Notes
Quotations, Proforma Invoices
Sales Orders, Packing List
Customers Reconciliations

VAT Return/TAX

Auto Preparation of VAT Returns
Output VAT
Input VAT
Import/Export VAT Compliance

BANKING

Bank Reconciliations
Bank Payments
Bank Receipts
Cash Payments
Cash Receipts

PURCHASE/ EXPENSES

Purchase Invoices
Expense booking
Purchase Returns
Creditors Reconciliations

REPORTING

Profit & Loss
Balance Sheet
Cash Flows
Budgets
Ratio Analysis

Purchase Module

Purchase Bills

Create Bills
Track Paid, Unpaid bills
Edit Bills, or bulk edits

Recurring Bills

Create Recurring Bill Templates
Create Bulk Bills

Issuance of Purchase Orders
Option to make un allocated payments, like Advance
Expense Creation

Tax Credit Notes

Create Tax Credit Notes
Create Bulk Credit Notes

REPORTING

Profit & Loss
Balance Sheet
Cash Flows
Budgets
Ratio Analysis