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Small business reporting that's easy to understand

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

Clear Books is HMRC recognised accounting software, allowing you to report to HMRC with ease.

Get business insights you can understand

Create invoices, track purchases and manage bank transactions with Clear Books. We will transform your business data into a range of easy-to-understand business reports.

Use them to clearly understand your business operations and make data-driven decisions.

Get information quickly with our dashboard

Get clarity quickly. Clear Books' handy dashboard shows your outstanding invoices and bills, your bank balance, and tax you owe building up.

With graphs and traffic-light insights on your dashboard, easily keep on top of your business finances and see upcoming bills due, money coming in, and if you might be heading towards a future cash flow problem.

Choose your preferred dashboard information so what you need is always on hand.

See who owes your business money

Create invoices with Clear Books. When you do, we will automatically add the invoice to an 'aged debtors' report showing you when all your outstanding invoices fall due.

You can then auto-import your bank transactions to Clear Books, matching customer payments with outstanding invoices. You'll be able to easily see who you need to follow up for payment.

Know your upcoming bills and expenses

Enter business bills into Clear Books when you receive them. We will automatically create an 'aged creditors' report showing you when each bill falls due.

Then, all you need to do is match your auto-imported bank transactions to each bill as you pay them. That way, you'll know exactly what bills are upcoming next.

Picture your profit with ease

Whether you want to know the financial position of your business (balance sheet), or the amount of profit you've made (profit and loss), Clear Books is the accounting and business reporting tool you need.

All of our easy reports can also be downloaded as a PDF for review, or a CSV if you want to analyse them in Excel.

Report directly to HMRC

Clear Books links directly with HMRC. You can submit Making Tax Digital (MTD) VAT returns directly to HMRC in minutes.

Plus, if you're a construction sector business, you can compile and submit CIS returns, with downloadable statements to give subcontractors.

Get started today

Try Clear Books free for 30 days. No credit card required.

Even more automatic reports

If you're after a specific type of report - we offer a range of options, here are just a few!

Trial balance

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

Cash flow

Details all money in and all money out across all your bank accounts. A very important report to sense check the health of your business.

Project reports

List of all invoices in a date range that can be filtered by customer. It's a quick way to answer customer questions about their upcoming payments.

Project report

See the profit or loss you made for each project you worked on. You'll know which projects are most lucrative for you.

Margin report

Report comparing the margin in a selected period versus the margin in a comparative period for selected account codes.

Management report

The Management Report brings together data from all areas of your account into one convenient PDF report to provide a complete overview of your business.

Get started today

Try Clear Books free for 30 days. No credit card required.

ICB accreditation

Clear Books, accredited by The Institute of Certified Bookkeepers and registered with the Financial Conduct Authority (reg. no. 843585), delivers valued, comprehensive online accounting software for small businesses in the UK.