Clear Books Accounting software

Clear Books is award-winning accounting software for business. It has a range of features that record, collate, process and report on bank transactions so users can keep track of their business finances. It supports multiple currencies, and can be set up to create invoices, send automatic payment reminders, import bank statements, and reconcile accounts.

You get the first 30 days free, and then as a Metro Bank Customer, you’ll get 25% off the standard pricing of all Clear Books accounting software plans. Here are the plans and what you’ll pay*.

Small

For businesses who aren’t VAT registered and only use GBP.

• £0 first 30 days free
• £3.75 a month for the next 3 months
• £7.50 a month after that

Large

For VAT and CIS registered businesses and those using multiple currencies.

• £0 first 30 days free
• £8.25 a month for the next 3 months
• £16.50 a month after that

* These prices correct as at 1 March 2020 and are subject to change.

We’ve partnered with Clear Books to give you 25% off your chosen plan for as long as you’re a Metro Bank business account holder.

Please note: This may be subject to change.

Yes you can. You can get 25% off a Clear Books accounting plan for any business that has a business bank account with Metro Bank, and that signs up to Clear Books through the Metro Bank app. There is no limit.

The plan that’s right for you, really depends on the size of your business and your business needs. As a guide, the ‘Small’ plan is for businesses who aren’t VAT registered and only use GBP, and the ‘Large’ plan is for VAT and CIS registered businesses and those using multiple currencies. So, make sure you check which one is right for you before you sign up via the mobile banking app.

To add users to your Clear Books account, simply follow these steps.

1. Log in to Clear Books
2. Click on the business icon
3. Choose ‘Manage users’
4. Click on ‘View roles’ button
5. Select role and permissions
6. Scroll to the bottom of the page
7. Click on ‘Add role’

Alternatively, to customise a new role enter a ‘Role Name’, select the permissions associated with this role and then ‘Add role’.

To close your Clear Books account just follow these steps:

1. Log in to Clear Books
2. Select account to close
3. Click business icon
4. Choose ‘Account’
5. Click ‘Close account’

Read more about how to close your Clear Books account.

If you can’t sign up to Clear Books, you don’t have the required permissions to do so. If you want a Clear Books account speak to someone with full permissions on the bank account you want Clear Books for. They can either set up the Clear Books account for you or give you the necessary permissions on the bank account so you can set up Clear Books yourself.

If Clear Books is showing as ‘Account active’ on a bank account, it means that the bank account is connected to a Clear books account. If you didn’t set up the Clear Books account and can’t log in, but you’d like access to it, speak to the person who did set it up and ask them to add you as a user. They can do this on the Clear Books website.

For support with anything to do with your Clear Books account, please contact Clear Books directly. You can do this by emailing support@clearbooks.co.uk or by giving them a call on 020 3475 4744.

Alternatively, you can check out their online support which includes guides, FAQs, training and a community forum.

Access Clear Books support

Read the Clear Books terms & conditions

We benefit from our partnership with Clear Books, because we may be paid by them when we refer customers to them.

A bank feed is the automatic sharing of your bank transactions with your accounting software.

Setting up and using a bank feed from Metro Bank to Clear Books doesn’t cost a thing. It’s free.

Your Metro Bank transactions will be shared with Clear Books on a daily basis, including at the weekends. After the daily sharing of transactions with Clear Books, any additional transactions made during the day won’t appear until the next day.

To set up a bank feed with Clear Books through your mobile app, simply follow these steps:

1. Log in to the Metro Bank mobile app
2. Go to the ‘Products & Services’ tab
3. Select ‘Bank feed’
4. Select ‘Set up bank feed’
5. Select the business for which you’d like to set up a bank feed
6. Select Clear Books
7. Select accounts to sync
8. Confirm the date you would like to send data from

Please note: It may take up to 24 hours for your transactions to appear in Clear Books.

For support with bank feeds please contact the Metro Bank specialist business team on 0345 08 08 508. Lines are open between 8.30am and 6.30pm, Monday to Friday.

To stop a bank feed on the app just follow these steps:

1. Log in to the Metro Bank mobile app
2. Go to ‘Settings’
3. Tap ‘Bank feed’
4. Tap ‘Delete bank feed’

Please note: It may take up to 24 hours for your new transactions to stop appearing in Clear Books. Transactions you’ve already shared will remain in Clear Books.