SoftwareDuel

Clearbooks vs Insightly

A head-to-head comparison to help you pick the right tool

Clearbooks

Clearbooks is a UK-focused cloud accounting software designed for small businesses and sole traders. It covers invoicing, expenses, payroll, and VAT returns in a simple and affordable package.

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Insightly

Insightly is a CRM and project management platform designed for growing businesses. It uniquely combines sales pipeline management with post-sale project delivery so teams can manage the full customer lifecycle in one place. Insightly is popular with professional services firms and companies that need to track complex projects alongside their sales pipeline.

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Pros

  • Built specifically for UK accounting and VAT
  • Simple and easy to use
  • Affordable pricing
  • Good invoicing features
  • Solid MTD (Making Tax Digital) compliance

Cons

  • Limited outside UK market
  • Fewer integrations than QuickBooks or Xero
  • Less suitable for larger businesses
  • Support can be slow

Pros

  • Unique combination of CRM and project management in one tool
  • Good free plan for up to 2 users
  • Strong workflow automation on paid plans
  • Good fit for professional services businesses

Cons

  • Interface feels dated compared to modern CRM tools
  • Customer support can be slow on lower tiers
  • Mobile app is less polished than competitors

Our Take

Choose Clearbooks if uk small businesses and sole traders wanting simple affordable accounting with strong vat and mtd compliance. Choose Insightly if growing businesses that need crm and project management in one platform.

Best For

UK small businesses and sole traders wanting simple affordable accounting with strong VAT and MTD compliance

Best For

Growing businesses that need CRM and project management in one platform