Send invoices, record payments, track expenses, manage bills, review payables, and keep clean financial records without jumping between disconnected tools.
CLEARVIEW BOOKS // CONTRACTOR ACCOUNTING
Accounting built for the way service companies work.
Run invoices, payments, vendor bills, expenses, bank activity, reports, and job profitability from a financial workspace designed around real field-service operations.
InvoicesPaymentsExpensesVendor BillsBankingReports
$39starting monthly rate with annual billing
3users included on Core
10financial accounts on Professional
1upgrade path into full ClearView
01 // WHY BOOKS
Not generic bookkeeping. Built for service work.
Most contractors do not need another disconnected accounting screen. They need financial records that connect naturally to customers, jobs, payments, vendors, documents, and business decisions.
See how job revenue, costs, payments, and records connect so owners can understand performance beyond the invoice total.
Use ClearView Books on its own, then move into the full ClearView platform when the business is ready for office, field, customer, document, and operations workflows.
02 // BOOKS PRICING
Standalone accounting plans.
Choose a Books plan when you only need accounting and financial operations. These plans are separate from the full ClearView field-service platform plans.
Annual pricing shows the effective monthly rate when billed yearly. Taxes, payment processing, migration, and special support are separate when applicable.
Core
For small companies that need clean invoicing, payments, basic books, and standard reports.
$39/ mo
Billed annually
- General ledger
- Customers, invoices, and payments
- Basic receivables and expenses
- CSV bank import
- Standard reports
- 3 users included
- 2 financial accounts included
Most Popular
Professional
For contractors that need stronger payables, bank review, reconciliation, cash flow, and job profitability.
$79/ mo
Billed annually
- Everything in Core
- Vendor bills and bill payments
- Vendor credits
- Bank transaction matching
- Bank reconciliation
- Recurring journals
- Cash flow and audit history
- Job profitability
- 10 users included
- 10 financial accounts included
Advanced
For growing companies that need deeper controls, reporting, records, exports, and financial oversight.
$149/ mo
Billed annually
- Everything in Professional
- Expanded reporting
- Close package support
- Expanded document and export capacity
- Advanced accounting workspace controls
- Priority onboarding path
- 25 users included
- Expanded financial accounts
Enterprise
For larger or more complex companies that need custom support, reporting, retention, or account structure.
Custom
Scoped with your team
- Custom user and account scope
- Multi-location support planning
- Custom reporting and export needs
- Advanced support options
- Migration and setup planning
- Contracted service terms
Extra users$10/user/mo when more seats are needed.
Account packs$15/mo per 5 additional financial accounts.
Storage$10/mo per 25 GB of additional document storage.
Assisted setupStarting at $299 for guided configuration.
Migration helpStarting at $499 for approved accounting-data assistance.
03 // PLAN COMPARISON
Pick the accounting depth you need.
Core keeps the financial basics clean. Professional adds the workflows most contractors need day to day. Advanced supports companies that need more oversight, reporting, and records.
| Capability | Core | Professional | Advanced | Enterprise |
|---|---|---|---|---|
| General ledger, invoicing, payments, standard reports | Included | Included | Included | Included |
| CSV bank import | Included | Included | Included | Included |
| Accounts receivable and accounts payable | Basic AR | Included | Included | Included |
| Vendor bills, bill payments, and vendor credits | — | Included | Included | Included |
| Bank matching and reconciliation | — | Included | Included | Included |
| Recurring journals, cash flow, and audit history | — | Included | Included | Included |
| Job profitability | Basic | Included | Included | Included |
| Close package support and advanced reports | — | Standard | Expanded | Scoped |
| Included users | 3 | 10 | 25 | Custom |
| Included financial accounts | 2 | 10 | Expanded | Custom |
04 // SETUP
Start with a clean financial foundation.
ClearView Books setup can include company profile, accounting method, fiscal year, chart of accounts, financial accounts, customers, vendors, opening balances, users, and accountant access.
Define the account structure, users, starting records, and first workflow so your team can begin with fewer surprises.
For companies moving from spreadsheets or another accounting tool, migration help can be scoped before launch so records are handled cleanly.
Import planning, go-live checks, and launch support help owners start with clean records and a practical first month.
05 // QUESTIONS
ClearView Books FAQ.
Can I use ClearView Books without buying the full ClearView platform?
Yes. ClearView Books is available as a standalone product for companies that want accounting and financial operations first.
Can I upgrade into the full ClearView platform later?
Yes. A company can start with ClearView Books and move into the full ClearView platform when it is ready for field service, dispatch, mobile workflow, customer communication, and operations management.
Does ClearView Books replace QuickBooks?
ClearView Books is built to support contractor accounting and financial workflows. The right plan depends on your reporting needs, users, bank activity, payables, and migration scope.
Can my accountant use it?
Yes. ClearView Books plans can support accountant, bookkeeper, administrator, owner, and read-only access depending on the plan and company setup.
What happens if I outgrow my plan?
You can move to a larger Books plan or discuss a full ClearView platform plan when your company needs broader field-service operations.
CLEARVIEW BOOKS
Run the numbers from the same place you run the work.
Start with accounting only, or connect ClearView Books to the full ClearView platform when your team is ready for a complete service-business operating system.