Project accounting

Project accounting, made simple.

Manage your finances project-by-project with Clear Books. Raise quotes and invoices, track purchases and view full reporting for each project you complete.

01 · Profitability

Track your profitability by project.

Clear Books helps you do your accounting on a project-by-project basis. Create quotes and invoices, track purchases and view full reporting for each project you complete. It's an easy way to know whether your project is on budget, profitable and helping you achieve your goals.

  • Quotes, invoices and purchases grouped per project
  • See what's on budget at a glance
  • Know which work actually makes you money
Project profitability overview
On budget
02 · Organise

Categorise quotes & invoices by project.

When you raise a quote or invoice in Clear Books, select the project to which it relates. You can then view a list of documents related to each project easily.

  • Tag every quote and invoice to a project
  • Filter documents by project in seconds
Creating an invoice in Clear Books with line items, VAT and running total
03 · Payments

Import your bank transactions to track payments.

Link Clear Books to your bank account and automatically import your bank statements. Simply assign each payment you receive to an invoice and we'll show you what's paid and outstanding for each project. Assign your bill or expense payments to a project to see whether it's on budget.

  • Automatic bank feeds for paid and outstanding amounts
  • Match payments to invoices per project
  • Assign bills and expenses to keep projects on budget
Bank feed transactions in Clear Books matched to invoices and bills
04 · Reporting

Easy reporting by project.

Clear Books has a range of handy reports to show how profitable each project is. Simply click to view automated reports and you'll be up to speed in no time.

  • Automated profit & loss per project
  • Compare projects side by side
  • Export to PDF or CSV
Explore reporting
Project reporting view
Profit ↑ 18%
Ready to get organised?

See your projects pay off. Free for 30 days.

No commitment. Set up your first project and watch the numbers add up.