ClearTax Books

ClearTax Books Product Details

ClearTax Books is ClearTax's core accounting offering. It unifies double‑entry ledgers, banking, sales, purchases and taxes in a single cloud (or on‑prem) workspace so finance teams can close faster with fewer errors. Automated feeds and rule‑based coding reduce data entry while real‑time dashboards surface cash, margin and compliance KPIs. Role‑based approvals, period locks and tax engines ensure audit‑ready books, and open APIs connect payroll, ecommerce and analytics tools. Implementation tip: start with a clean chart of accounts, link your bank feeds on day one, and map approval thresholds to your delegation of authority. Teams switching from spreadsheets usually cut month‑end by half and gain timely insights for decision‑making. Scalability is built in: add users, entities or currencies without re‑implementation. Document capture turns invoices and receipts into coded transactions, while multi‑currency revaluation and consolidation handle growth into new markets. For integrations, REST APIs and marketplace apps bring CRM, subscription billing, inventory or expense data straight into the ledger. Whether you’re a solo founder or a multi‑department enterprise, ClearTax Books delivers trusted numbers, faster. Advanced analytics modules layer on rolling forecasts and scenario planning, giving finance leaders a forward view rather than yesterday’s news.