ClearBooks

Clear Books is UK cloud accounting software for sole traders, landlords and small businesses. It supports bookkeeping, invoicing, bank feeds and HMRC submissions.

8.1/10 TechZella Score
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6 key claims verifiedOur editorial team checked this profile against pricing information, company information, vendor documentation. Supported by 5 documented sources.
Editorial overview

Aggregated Overview

Feature and price assessments reflect current vendor documentation and pricing. User sentiment is informed by public G2 and Capterra aggregate ratings, not hands-on testing or analysis of all reviews.

This profile combines documented product information and independent evidence where available. It is not a hands-on test unless TechZella explicitly identifies one.

Decision guide

ClearBooks Decision Snapshot

A quick way to understand who this product may suit, where its limits matter, and which facts are most relevant before you compare alternatives.

Best suited to

UK sole traders, landlords and small organisations seeking cloud bookkeeping, invoicing, bank feeds and HMRC-related filings, with accountant collaboration.

Look elsewhere if

Organisations requiring a verified desktop or self-hosted edition, or extensive multi-currency/project accounting on entry plans, should check plan limits before choosing, and should evaluate alternatives such as Xero u2014 compare when a buyer needs its separate UK accounting plans and app ecosystem; Clear Books offers dedicated free MTD plans and defined sole-trader options. or FreeAgent u2014 compare for eligible bank-linked free access and its small-business accounting offer; Clear Books offers separate landlord and overseas-property plan options. instead.

Platforms

Android, iOS, REST API, SaaS, Web

TechZella assessment

8.1/10

Decision context

ClearBooks — What Sets It Apart?

These are the product-specific differences that may matter when deciding whether the software fits your workflow. They are based on documented evidence rather than a universal ranking.

  • Provides separate free bookkeeping plans for eligible sole traders, landlords and owners of one overseas property, with MTD Income Tax updates and no transaction limits.
  • The paid Small, Medium and Large plans include a documented REST API and integrations; higher plans add VAT/CIS filing, project accounting and multi-currency capabilities.
  • Mobile apps support offline entry of bills, quotes, invoices and expenses, followed by synchronization when connectivity returns.
Editorial assessment

ClearBooks Pros & Cons

Pros

  • Free plans cover defined MTD bookkeeping needs for sole traders and landlords.
  • Paid plans include accounting, reporting and accountant collaboration capabilities.
  • Official iOS and Android apps complement browser access.
  • Documented REST API and multiple listed payment, banking and bookkeeping integrations.

Cons

  • Advanced features and filing capabilities are distributed across plan tiers.
  • MTD VAT is not listed on the Small organisation plan.
  • The vendor lists payroll and some services as optional bolt-ons.
  • Full cloud application access requires an internet connection.
Operational limits

ClearBooks Gotchas & Operational Limits

These are documented constraints or practical friction points that may matter before you adopt the product.

Clear Books says internet access is required for its cloud applications; the mobile app allows some records to be entered offline and synced later.

Users who work without reliable connectivity can capture selected transactions, but should not expect full offline access to the accounting service.

Evidence source ↗

Plan features differ: MTD VAT is listed for Sole Trader Plus and Medium, while multi-currency and project accounting appear on Large.

Confirm the needed filing regime and accounting features before comparing the headline subscription price.

Evidence source ↗

After account closure, Clear Books states data is archived after three months and permanently deleted seven years after closure; access to archived data may incur charges.

Businesses planning an exit should confirm export and retention arrangements before cancelling.

Evidence source ↗
Plans & pricing

ClearBooks Pricing & Plans

Sole Trader Free

£0
forever

MTD Income Tax quarterly updates, income and expense records, basic reports and accountant invitation; no transaction limits are listed.

Check current pricing →

Sole Trader

£5
month

Plus VAT, billed monthly. Adds bill and receipt scanning, bank feeds, invoicing, business reports and accountant tools.

Check current pricing →

Sole Trader Plus

£15
month

Plus VAT, billed monthly. Adds MTD VAT reporting, flat-rate scheme and VAT Domestic Reverse Charge features.

Check current pricing →

Property Free

£0
forever

Free MTD Income Tax bookkeeping for one property or grouped properties, with no transaction limits listed.

Check current pricing →

Foreign Property Free

£0
forever

Free MTD Income Tax bookkeeping for one overseas property, with no transaction limits listed.

Check current pricing →

Property / Foreign Property

£5
month

Plus VAT, billed monthly. Paid plans add multi-property tracking, bank feeds, scanning, reporting and accountant tools.

Check current pricing →

Small

£16
month

Plus VAT, billed monthly. Includes bank feeds, invoicing, reporting, integrations, API and user permissions.

Check current pricing →

Medium

£34
month

Plus VAT, billed monthly. Adds MTD VAT, purchase orders, CIS reporting and unlimited budgets.

Check current pricing →

Large

£44
month

Plus VAT, billed monthly. Adds project accounting, multi-currency, employee expense claims and fixed assets.

Check current pricing →

Pricing may change. Verify current plans on the vendor's website.

Cost context

Total Cost & Hidden Costs

Additional costs or implementation requirements that are documented in the available evidence.

Implementation and onboarding

No setup fee is listed. The vendor advertises free setup assistance and help guides; implementation time is not publicly quantified.

Evidence source ↗

Hosting and infrastructure

Clear Books is cloud-hosted, and no separate hosting charge is listed on its pricing page.

Evidence source ↗

Add-ons and tax

Prices for paid plans are stated plus VAT. Payroll, Instant Bank Payments and Auto Bills are optional bolt-ons; their pricing or availability depends on the add-on and plan.

Evidence source ↗
Side-by-side context

Quick Comparison

Compare the product with documented alternatives across the factors that can change a buying decision. Each row is evidence-backed rather than a generic feature checklist.

ClearBooks vs. Xero

Documented comparison
Decision factorClearBooksXero
Core scopeCloud bookkeeping, invoicing, bank feeds, reporting and UK filing features; plan availability varies.UK cloud accounting plans include reconciliation, invoicing, reporting and an app ecosystem; features and limits vary by plan. Source ↗
Pricing modelSmall starts at £16/month plus VAT, billed monthly; annual and two-year billing discounts are shown.UK subscriptions are tiered; Ignite is listed at £18/month excluding VAT after the introductory offer. Source ↗
Feature limits and upgradesClear Books lists unlimited users on the paid sole-trader plan; Large adds multi-currency and project accounting.Xero advertises no per-user licence fees, while certain plan features have user, payment or usage limits and extra charges may apply. Source ↗

ClearBooks vs. FreeAgent

Documented comparison
Decision factorClearBooksFreeAgent
Pricing modelClear Books Small is listed at £16/month plus VAT, billed monthly.FreeAgent lists a regular monthly price of £19 excluding VAT for its small-business plan, with eligible bank customers able to qualify for a free account. Source ↗
Free access conditionsSole Trader Free and Property Free are presented as forever-free plans for stated MTD bookkeeping needs.FreeAgent says its free account requires a qualifying NatWest, Royal Bank of Scotland, Ulster Bank or Mettle account, subject to stated account conditions. Source ↗

Only factors supported by the available research are shown. The comparison is descriptive, not a ranking.

Overview

Clear Books is UK cloud accounting software for sole traders, landlords and small organisations. Its plans cover bookkeeping, invoicing, bank feeds, reporting and selected HMRC submissions. The company says it began in 2008 and is UK-based.

It offers browser access and linked iOS and Android apps. The mobile app supports offline entry of selected records, which sync after connectivity returns. MTD, VAT, CIS and advanced accounting features depend on the plan.

Capabilities

ClearBooks Features

Bookkeeping and reporting

  • Income and expense records
  • Bank feeds and automated matching on specified paid plans
  • Business reporting and balance sheet on specified paid plans
  • Accountant invitation and tools on specified plans

Tax and compliance

  • MTD Income Tax updates and year-end filing on listed free plans
  • MTD VAT reporting on Sole Trader Plus and organisation Medium and Large plans
  • CIS reporting and submissions on Medium and Large plans
  • HMRC-recognised filing for supported submissions

Invoicing and payments

  • Invoice creation and email on specified paid plans
  • Stripe payment integration
  • GoCardless direct debit integration
  • Instant Bank Payments offered as an optional add-on

Integrations and API

  • Named integrations include AutoEntry, Companies House, HMRC, XE, Plaid, Stripe, GoCardless, PayPal, iPages and Revolut Business
  • Documented REST API with OAuth 2 authentication

Mobile

  • Official iOS and Android apps
  • Mobile invoicing and receipt capture
  • Offline entry of selected records with later synchronization

Advanced accounting

  • Project accounting on Large
  • Multi-currency on Large
  • Fixed assets on Large
  • Employee expense claims and approval on Large
Visual preview

Demo & Screenshots

Mobile Clear Books account dashboard with balance and sales summary.Invoice displayed on a mobile device with payment instructions and a Pay now button.Clear Books mobile contacts list showing customer and supplier records.
Product details

ClearBooks Specifications

DeploymentCloud-hosted SaaS
Browser accessWeb browser; no installation required for browser use
Mobile appsiOS and Android
APIDocumented REST API; OAuth 2 authorization-code flow
Free trial30 days on paid plans
Pricing currencyGBP, plus VAT on paid plans
User accessUnlimited users listed for paid sole trader plans
Data backupVendor FAQ describes daily backups and retention of 30 days of backups
Data after account closureArchived after three months; permanently deleted seven years after closure, according to the FAQ
Deployment

Deployment & System Footprint

Verified installation, hosting, administration, or environment details that can affect implementation.

HostingCloud service accessed through a browser; no installation is required for browser use. Source ↗
MobileOfficial mobile apps are linked for iPhone and Android; selected records can be entered offline and synced when online. Source ↗
APIDocumented REST API using OAuth 2 authorization-code flow; documentation notes confidential clients and supports PKCE. Source ↗

Alternatives

Xero may suit buyers who prioritize its UK plan range, ecosystem and included capabilities, while Clear Books has dedicated free MTD plans and offers unlimited users on its paid sole-trader plan. FreeAgent may suit eligible customers seeking an account included with a qualifying bank relationship; Clear Books is relevant when its dedicated landlord and sole-trader plan structure or organisation-tier features fit better.

Exit planning

Migration & Lock-In

Documented portability, standards, export, or switching considerations. No switching-cost score is shown unless the evidence supports one.

Data portability

The public FAQ describes account closure, archiving and possible charges for restoring archived data, but the reviewed pages did not establish a complete export format or migration service.

Evidence source ↗
Our evidence-based assessment

TechZella Score

A proprietary editorial score based on product capabilities, usability, value, performance, support and user sentiment evidence.

8.1/10Moderate confidence
Features8.2
Ease of Use8.0
Value for Money8.4
Performance7.5
Support7.8
User Sentiment8.4

Feature and price assessments reflect current vendor documentation and pricing. User sentiment is informed by public G2 and Capterra aggregate ratings, not hands-on testing or analysis of all reviews.

Methodology v1.0. The assessment weighs feature coverage (25%), ease of use (15%), value for money (20%), performance (15%), support (10%) and user sentiment (15%), using researched product evidence and verified review evidence where available. It is a TechZella editorial assessment, not a direct user-review average.

Editorial transparency

Our Review Methodology

Key claims are linked to the sources used to verify them. This evidence record is separate from third-party user ratings.

TechZella evaluates software using documented product capabilities, pricing information, usability and value considerations, independent user evidence where available, and competitive context. The assessment is an editorial review, not a hands-on test unless one is explicitly identified. Our editorial assessment is based on 5 documented sources.

What TechZella adds
  • Provides separate free bookkeeping plans for eligible sole traders, landlords and owners of one overseas property, with MTD Income Tax updates and no transaction limits.
  • The paid Small, Medium and Large plans include a documented REST API and integrations; higher plans add VAT/CIS filing, project accounting and multi-currency capabilities.
  • Mobile apps support offline entry of bills, quotes, invoices and expenses, followed by synchronization when connectivity returns.
Important limitations
  • MTD VAT reporting is listed on Sole Trader Plus and the Medium and Large organisation plans, rather than Sole Trader Free or the Small plan.
  • Multi-currency and project accounting are listed as Large-plan features for organisations.
  • Optional payroll, instant bank payments and Auto Bills can add charges beyond the base subscription.
Evidence-backed claims
Clear Books began in 2008.

The company history identifies 2008 as its start year and names founder Tim Fouracre.

View source ↗Verified 2026-10-18
Clear Books offers free plans for eligible sole traders and landlords.

The pricing page describes Sole Trader Free and Property Free as forever-free plans with stated MTD Income Tax features.

View source ↗Verified 2026-10-18
Clear Books provides a documented REST API.

The vendor API page and developer documentation describe a REST API, OAuth 2 authentication and API endpoints.

View source ↗Verified 2026-10-18
Clear Books connects with named accounting, banking and payment services.

The integrations page lists AutoEntry, Companies House, HMRC, XE, Plaid, Stripe, GoCardless, PayPal, iPages, Revolut Business, Capitalise and TRIVER.

View source ↗Verified 2026-10-18
Clear Books has linked mobile applications for iOS and Android.

The official mobile page links to both app stores and describes mobile invoicing and receipt capture.

View source ↗Verified 2026-10-18
The Large organisation plan includes project accounting and multi-currency.

The current pricing page lists both features under the Large plan.

View source ↗Verified 2026-10-18
Independent review sources

ClearBooks Ratings & Reviews

Ratings are published by the respective review platforms and may change over time.

FAQ

Is Clear Books free? It offers free Sole Trader, Property and Foreign Property plans with defined bookkeeping and MTD Income Tax functions.

Does it offer a free trial? The pricing page lists a 30-day trial for paid plans.

Does it have an API? Yes. Clear Books publishes REST API documentation and OAuth 2 authentication details.

Which platforms are supported? It is accessed through a web browser, with official iOS and Android mobile apps.

Can it file VAT and CIS? The pricing page lists MTD VAT and CIS features on specified paid plans; confirm the relevant tier before subscribing.

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