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Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

Moog, an UKG AutoTime customer evaluated Workday Time and Attendance

Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

Wayfair, a Korber HighJump WMS customer just evaluated Manhattan WMS

Michelin, an e2open customer evaluated Oracle Transportation Management

Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

List of Clear Books ERP Customers

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Logo Customer Industry Empl. Revenue Country Vendor Application Category When SI Insight Insight Source
B.M. Hepburn Construction and Real Estate 40 $4M United Kingdom Clear Books Clear Books ERP ERP Financial 2020 n/a In 2020, B.M. Hepburn implemented Clear Books ERP in the ERP Financial category. The Clear Books ERP deployment is surfaced via the company website and provides a cloud-accessible financial management layer for the United Kingdom construction and real estate operations of the firm. The implementation centers on core financial modules, including general ledger, accounts payable, accounts receivable, invoicing, and bank reconciliation, configured to support UK VAT reporting and contractor billing workflows typical in construction. Clear Books ERP is used to capture transactional bookkeeping, invoice issuance, and cash posting, with configuration aligned to project and supplier cost tracking. Operational coverage is focused on finance and accounts teams, centralizing bookkeeping, invoicing, and cash management across the organization. Governance is delivered through role-based access controls and approval workflows, enabling regulated invoice approvals and supplier payment processes while exposing client-facing invoice access via the company website where Clear Books ERP is surfaced.
C-Learning Education 5 $1M United Kingdom Clear Books Clear Books ERP ERP Financial 2020 n/a In 2020, C-Learning implemented Clear Books ERP. The small United Kingdom education provider with five employees deployed the system to centralize bookkeeping and financial controls under the ERP Financial category, assigning primary operational ownership to the finance and administration function. Clear Books ERP was configured to support core accounting workflows typical for ERP Financial deployments, including accounts payable and receivable, invoicing, bank reconciliation, VAT reporting and expense capture, with emphasis on a tailored chart of accounts and UK tax settings. Configuration work focused on data entry controls and audit trails to suit a lean finance team, and workflows were adapted to consolidate administrative and tuition-related billing processes. Clear Books ERP is surfaced on the C-Learning website to handle customer-facing invoicing and back office financial interactions, linking online billing activity to the centralized accounting ledger. Rollout and governance reflect a small team model, with a single finance administrator responsible for system administration, periodic bookkeeping reconciliations and configuration changes.
Catertech Services Distribution 10 $1M United Kingdom Clear Books Clear Books ERP ERP Financial 2020 n/a In 2020, Catertech Services implemented Clear Books ERP. Catertech Services uses Clear Books ERP on their website to centralize core finance and invoicing workflows for its UK distribution operations. Clear Books ERP is employed as a cloud-hosted accounting and ERP Financial solution configured to support small-business finance processes, including general ledger bookkeeping, invoicing, bank reconciliation and statutory VAT filing. The implementation focuses operational coverage on finance and administrative functions within the 10-person organization, consolidating order-to-cash and bookkeeping responsibilities under a single application. Catertech Services Clear Books ERP ERP Financial is presented as the primary finance system of record, simplifying operational governance for accounting approvals, invoicing cadence and month end routines while minimizing on premises IT overhead.
Professional Services 17 $5M United Kingdom Clear Books Clear Books ERP ERP Financial 2020 n/a
Professional Services 180 $18M United Kingdom Clear Books Clear Books ERP ERP Financial 2023 n/a
Professional Services 3 $1M United Kingdom Clear Books Clear Books ERP ERP Financial 2022 n/a
Professional Services 12 $1M United Kingdom Clear Books Clear Books ERP ERP Financial 2020 n/a
Professional Services 1 $1M United Kingdom Clear Books Clear Books ERP ERP Financial 2020 n/a
Professional Services 24 $2M United Kingdom Clear Books Clear Books ERP ERP Financial 2020 n/a
Professional Services 2 $1M United Kingdom Clear Books Clear Books ERP ERP Financial 2020 n/a
Showing 1 to 10 of 28 entries

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