Reports

Small business reporting that's easy to understand.

Clear Books' business reporting software automatically transforms your business data into simple reports for a clear view of your operations.

01 · Insights

Get business insights you can understand.

Create invoices, track purchases and manage bank transactions with Clear Books, and we'll transform your business data into a range of easy-to-understand reports. Use them to clearly understand your operations and make data-driven decisions. Clear Books is HMRC recognised accounting software, so you can report to HMRC with ease.

  • Plain-English reports built from your live data
  • Drill down from any report to the underlying transactions, and edit on the spot
  • HMRC recognised accounting software
  • Make data-driven decisions with confidence
A Clear Books management report with a profit and loss chart and year-on-year comparison
Profit ↑ 18%
02 · Dashboard

Get information quickly with our dashboard.

Clear Books' handy dashboard shows your outstanding invoices and bills, your bank balance and the tax you owe building up. With graphs and traffic-light insights, easily keep on top of your finances, see upcoming bills due, money coming in, and whether you might be heading towards a cash flow problem. Choose your preferred dashboard information so what you need is always on hand.

  • Outstanding invoices, bills and bank balance at a glance
  • Graphs and traffic-light insights
  • Customisable to show what matters to you
The Clear Books business dashboard showing bank balance, sales and a profit and loss chart
03 · Who owes what

Always know what's coming in and going out.

See who owes your business money

Every invoice you create is added to an aged debtors report showing when it falls due. Auto-import your bank transactions to match customer payments to invoices, and you'll easily see who to follow up for payment.

Know your upcoming bills and expenses

Enter bills as you receive them and we'll create an aged creditors report showing when each one falls due. Match your imported bank transactions to each bill as you pay, so you always know what's coming up.

04 · Profit & position

Picture your profit with ease.

Whether you want to know the financial position of your business (balance sheet) or the profit you've made (profit and loss), Clear Books is the reporting tool you need. All of our easy reports can be downloaded as a PDF for review, or a CSV if you want to analyse them in a spreadsheet.

  • Real-time profit & loss and balance sheet
  • Download as PDF or CSV
  • Open the CSV in your spreadsheet app whenever you like
A profit and loss report in Clear Books broken down by account and month
05 · HMRC

Report directly to HMRC.

Clear Books links directly with HMRC. Submit Making Tax Digital (MTD) VAT returns in minutes and be ready for MTD Income Tax. Plus, if you're a construction-sector business, you can compile and submit CIS returns, with downloadable statements to give subcontractors.

  • Submit MTD VAT returns directly to HMRC
  • Be ready for MTD Income Tax
  • Compile and submit CIS returns
More on MTD
An MTD VAT return in Clear Books ready to submit to HMRC
Submitted to HMRC
06 · And more

Even more automatic reports.

After something specific? Here are just a few of the options.

Trial balance

Popular with accountants, a summarised list of all account code transactions over a period.

Cash flow

All money in and out across your bank accounts, a vital sense-check of your business's health.

Project reports

See the profit or loss for each project you worked on, so you know which are most lucrative.

Margin report

Compare the margin in a selected period against a comparative period for chosen account codes.

Management report

Brings data from all areas of your account into one convenient PDF for a complete overview.

Projects & budgets

Track budget versus actual spending and monitor the profitability of individual projects.

See the full picture

Reports that make sense. Free for 30 days.

Open a report and understand your business in seconds.