Clearbooks vs. Microsoft Dynamics 365 Business Central

Larger companies, multi-currency. Clearbooks is in a competitive environment with Xero, SageOne, FreeAgent, Intuit etc., etc.

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Microsoft Dynamics 365 Business Central is well suited for inventory management in all aspects. Its accessibility, along with my other apps, when out of the office is unparalleled. I find it easy to work with on a desktop or laptop; however, it could use some work on a mobile device.

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• SaaS, so accessible by anyone, anywhere in the world via a browser
• Clear and straight forward navigation
• Good choice of management reports

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• Automate the creation of bills of materials for production. We can now generate a BoM from a sales order.
• Organization of all data pertaining to thousands of parts, assemblies, and finished goods. Engineering and purchasing have a common portal.
• We can create sales orders from quotations instead of re-entering them (this did require some bolt-on software). Less redundant work with fewer entry errors.
• Accounting can provide reports based on specific criteria stored in NAV. We can pull better and more detailed intelligence.

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• Like any SaaS product, Clearbooks is continuously evolving and being improved
• Some of the reports still need some work

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• Some functions could be a bit more user friendly, intuitive.
• Better migration from previous ERP software (especially other Microsoft products). "Growing pains" associated with change?! Maybe.
• A few redundancies and procedural missteps on menus and tabs can make the portal a bit crowded.

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We've already decided to continue using this software. It is too expensive for us to upgrade so we made a workaround by using the virtual computer with Windows XP installed on it. We did research replacing this software, but it was a better financial decision to keep what we had instead

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Best in terms of reporting or coming up with a great dashboard. Seamlessly collaborated with teams without depending on particular device as its web version is the buddy for people with work flexibility. Licensing price and integrations can be the areas of improvement and can simplify the interface which will be easy for a new user.

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It provides one to efficiently be able to manage bookkeeping and inventory without much challenges. One can easily navigate through workflow processes while managing usages and budgets. Being able to produce reports in Word, Excel or PDF means one is able to have a working document to produce trends and graphs or produce pivot tables.

Clearbooks was chosen 5 years ago as our accountant recommended it. There is an element of inertia in moving accounts packages.

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I have personally supported all of the Dynamic family of ERP systems and made the decision to concentrate on NAV as the solution of choice. From a support and development standpoint there are few if any packages that can compare. It is not uncommon for most of the companies that I support to only call me once or twice a month after the first year. This is due to the ease of tracking down problems and errors and the ability for a developer to provide the end-user with routines that automatically correct the most basic kind of error

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• I am not sure that ROI is an appropriate measure for an accounts package. The cost is around £250/year, which is a tiny fraction of the cost of a bookkeeper/finance controller/finance director/CFO.

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• Automation processing, including EDI functionality, has increased employee efficiency and prevented the need for adding additional employees.
• Implementation of the warehouse functionality, including cycle counts, has resulted in better inventory control/less shrinkage.
• Implementation of e-Ship and e-Receive, has resulted in greater efficiency and order accuracy.

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Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info