Switching to Pandle: A Clear Books Alternative

We know time is of the essence when you’re running a business, and your bookkeeping is no different. When it comes to finding online accounts software, you need something at an accessible price with timesaving tools which will help reduce the risk of errors in your bookkeeping.

Pandle does just that, which is why we often hear from small businesses joining us from Clear Books.

 

How can Pandle help me as an alternative to Clear Books?

Pandle is very easy to use.

Our straightforward bookkeeping software has powerful automations designed to help you save time, minimise the risk of errors, and allow you to collaborate with your accountant more easily.

Clear Books also has multiple features designed to help you with your bookkeeping and manage your cashflow. Like Pandle, you can control what your users have permission to view, as well as what they can edit.

The problem is that using Clear Books can be very time-consuming. Processing payments can become a three-step process, and the huge amount of menu items might be quite confusing if you don’t have much bookkeeping experience.

Pandle’s intuitive menu designs make it easier to find your way around, and our algorithms will help you save time and spot potential errors as you go. And of course, our Live Chat team are only ever a click away.

How much does bookkeeping cost with Pandle versus Clear Books?

The good news is that Pandle is free! There’s no paying after a 30-day trial, or pushy sales calls trying to get you to upgrade.

  • If you do need to automate more of your daily bookkeeping tasks, Pandle Pro is £5 + VAT per month.

Clear Books also offers two payment options, although there isn’t a free tier. Their packages start at £13 per month (£6.50 for the first 3 months) and with this you can get access to their core features such as bill and receipt tracking, dividend tools and project accounting.

To access their advanced features, it’s £28 per month (£14 for the first 3 months) and this gets you Maxing Tax Digital VAT, CIS reporting, and a dividends tool.

ClearBooks

£13

Per month

Accept Invoice Payments

Automated Bank Reconciliation

Bank Rules

Bulk Editing

Invoicing

Making Tax Digital Compliant*

Mobile App

Native Mileage Tracker

Payment Reminders

Quotes

Real Time Dashboard

Reports

Stripe Feeds

Unlimited Transactions

Unlimited Users

VAT Management*

*From £28 per month

Is it easy to switch to Pandle?

Of course! Pandle’s Opening Balance Assistant will help you get everything set up, and our Live Chat team of bookkeepers are always ready to help you in real time, so you can move over and get back to business as quickly as possible.

 

 
 

Leaving Clear Books and moving to Pandle

Once you’re ready to make the move to Pandle, you’ll need to export a Trial Balance report from Clear Books. Go to Reports > Popular reports > Trial balance

Clear Books export trial balance sheet

 

You’ll then need to use the search filter an select the appropriate period of time. This can either be downloaded as a CVS file or PDF copy.

How to export a trial balance sheet on clear books

If there’s anything else you need to export, check out the Clear Books guides.

Once you’ve got the data you need, you’re ready to transfer it into Pandle. Easy peasy! But if you do need any help with this, drop a message to the Live Chat team or find support in the resource centre using our product tours and guides to help you get started.

Try our timesaving features out for yourself and take Pandle for a spin today. No bank details required and it’s completely free!


Liam Cullen

I'm fully AAT qualified, with a passion for straightforward bookkeeping. In my spare time you'll find me using my Everton season ticket.


Subscribe
Notify of
guest
0 Comments
Oldest
Newest Most Voted
Inline Feedbacks
View all comments