CLEAR BOOKS BOOKKEEPING · UK
You keep Clear Books and your subscription. We join your account as a user and keep it up to date every UK working day: bank transactions explained, bills and receipts recorded, sales invoices matched to payments and missing paperwork followed up.
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HOW THE WORK RUNS IN CLEAR BOOKS
Clear Books brings in a lot of the raw material for you. Bank feeds import your transactions, Auto Explain matches payments to invoices, and the Auto Bills add-on reads receipts you upload, snap or forward. Someone still has to check each suggestion and chase what is missing. That is the work we take on.
BANK FEEDS AND RECONCILIATION
Each working day we work through the new transactions on every bank and card account connected to Clear Books. Where Auto Explain matches a payment to an invoice or bill, we check the amount, date and customer or supplier before we accept it. Where there is no match, we explain the line to the right account and VAT rate.
For regular payments such as rent, software and bank charges, we set up allocation rules so routine lines are explained the same way each time. If a bank feed stops, we tell you, because reconnecting usually needs the account holder.
RECEIPTS, BILLS AND AUTO BILLS
With the Auto Bills add-on, you can snap a receipt on your phone, upload a file or forward an email, and Clear Books pre-fills a record from it. We check each one before it is saved: supplier, date, invoice number, net amount and VAT. Then we match it to the bank payment.
Supplier bills go in as bills, with the right account code, VAT rate and due date. With your permission, we also watch the finance inbox you agree with us for invoices and receipts. Anything still missing at the end of the day goes on a short list, and we follow it up with you or the supplier in the way you prefer.
SALES INVOICES AND PAYMENTS
If you raise invoices in Clear Books, we match customer payments against them as they land in the bank. Part payments and single payments that cover several invoices are allocated correctly, not left as loose money on the account. That keeps your list of who owes you money accurate.
VAT AND MAKING TAX DIGITAL
Making Tax Digital for VAT means keeping records digitally and sending returns through compatible software. Clear Books says it can prepare an MTD VAT return and submit it directly to HMRC on its Medium and Large plans.
We code each transaction with the right VAT rate as we go and flag anything that needs a decision. If you use the Flat Rate Scheme or cash accounting, we keep the records in line with how your account is set up. When the quarter ends, the books are reconciled and the VAT figures are ready to review. Whoever is responsible for filing, you or your accountant, can then check and submit. Preparing and filing the VAT return itself is outside the monthly packages and is quoted separately.
PROJECTS AND MONTH-END
If your plan includes projects for cost centres or departments, we tag income and costs to them as we explain each line.
At month-end we run a set of checks: each bank account reconciled to its statement balance, no old unexplained items, money owed to and by you reviewed, and anything we cannot place listed for you. You then get a short monthly financial summary in plain English, with any open questions.
ACCESS AND OWNERSHIP
Your Clear Books subscription stays in your name, paid by you and separate from our fee. Clear Books supports multiple users with customisable permissions, so you add us as a user, decide what we can see and do, and can remove that access at any time.
If your accountant already works in your account, they can carry on. We agree who does what at the start.
CLEAR BOOKS BOOKKEEPING PRICES
Use your annual turnover to find your starting point. We review your Clear Books account, your volumes and how paperwork reaches you, then confirm one fixed monthly fee in your quote. One business entity per package. Above £5 million turnover, we give a tailored quote.
FOR SMALL BUSINESSES
Daily bookkeeping for sole traders, consultants and small businesses who want their time back.
£295/ month
Talk about EssentialsFOR GROWING BUSINESSES
For growing agencies, trades and service businesses with more people, purchases and paperwork.
£495/ month
Talk about PlusFOR ESTABLISHED BUSINESSES
For established teams who need someone keeping the day-to-day books moving across their business.
£795/ month
Talk about ManagedPrices are per month, with the final fee confirmed in your quote. Your Clear Books subscription is separate. Catch-up work, tax returns, payroll, CIS returns, VAT return submission and statutory filings are quoted separately. Full pricing details →
BEHIND IN CLEAR BOOKS?
If your Clear Books has months of unexplained bank lines, duplicate entries or receipts that were never matched, we review it first and agree a catch-up plan with a separate quote.
Read about catch-up bookkeepingCLEAR BOOKS BOOKKEEPING QUESTIONS
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No. Your Clear Books account and subscription stay yours. You add us as a user, set what we can access, and can change or remove that access at any time.
Yes, if they are part of your setup. We review each draft Auto Bills prepares, correct anything that is wrong and match it to the bank payment. If you prefer to send paperwork by email, we can work from your finance inbox instead.
The monthly packages keep your VAT records accurate and ready for the return. Preparing and filing the VAT return is outside the packages and quoted separately.
Yes. Your accountant keeps working in the same account for year-end accounts and tax. We agree responsibilities with both of you at the start.
Essentials is £295 per month for turnover up to £150,000, Plus is £495 for £150,000–£500,000, and Managed is £795 for £500,000–£5 million. We review your records and workload, then confirm a fixed monthly fee in your quote.
Yes. We also work in Xero, QuickBooks, Sage, FreeAgent and others. See our FreeAgent bookkeeper and Xero bookkeeping service pages.
LET’S TALK ABOUT YOUR CLEAR BOOKS
Tell us how your Clear Books is set up, which bank accounts are connected and where receipts arrive. In a 30-minute call we will talk through the daily routine and the monthly fee that fits. You can also call 020 7123 9335, email [email protected] or message us on WhatsApp.
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