Back in March we mentioned that our Product Roadmap was under new ownership and today we are delighted to share this with you.

The team put a great deal of thought into which projects should take priority. Having listened to your feedback and taking into account which projects would align with the Clear Books plc vision we have produced the following roadmap.

This clear & simple high level roadmap communicates both short term and long term projects which the team will continue to work towards.

Projects in progress


We are in the process of upgrading our core architecture which in other companies has seen significant performance improvements (in some cases an increase in page load speed of up to 40%).  We expect similar results here at Clear Books.


We are in the process of making our subscription system clear & simple; making it easier to select the plan you want, make changes to your subscription and change payment method.


We are in the process of improving our CIS functionality including adding a new report which will allow customers to search for all paid/part paid sales invoices using CIS account codes within a specified date range.

Find out more about our CIS software

Long term planned projects


We aim to start a new quality project to improve the core accounting engine of our product, tackling issues raised by some of our customers. The outcome of this project will be improved reliability.


We will migrate to a best in class hosting provider. We are proud to boast excellent uptime but for added peace of mind for our customers we will be moving to a recognised supplier.

Clear & simple menu

We aim to launch an improved menu, that some customers are already using, to make it easier to navigate around our system to ensure you are making the most of the features available.  

Customer invoices

We aim to start a new project to improve our invoice themes so that customers can create attractive, professional invoices using a clear & simple drag and drop interface.


We aim to start a new project to improve our mobile app making it easier for our customers to use Clear Books on the go


We aim to make our integration with Receipt Bank even tighter, and also work on other key integrations requested by our customers starting with Stripe.


We believe there is something for everyone on this roadmap and we hope you are as excited as we are about the future of Clear Books.

Posted by Darren Taylor


  1. Connor Simpson'new 16th August 2016 at 1:13 pm

    I would really like to see a better explained API in your documentation. It only highlights some of the many things it can do.

    I would also really like to see (like other developers) an API for GoCardless like sending pre-authorisations from within the company CRM without having to go into Clearbooks and request it from there.


  2. Can you please let us know if you guys have any pan to integrate with Salesforece.
    We must have an integration with salesefore in order to continue with clearbooks.


  3. Any chance this can be updated please? Would be good to understand short term plans for the next few months. Make it easier for me to understand if features other software has is likely to come soon before I decide which software to go for.


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