Akita provides a Customer Success solution that works with ClearBooks

ClearBooks In Brief
Founded 2008
Founder(s) Tim Fouracre
Headquarters London, United Kingdom
Price From £7.40 GBP
Website Visit 
Company Profile

ClearBooks

Clear Books is an online cloud accounting software company. In their own words:

"Save time and lighten your workload with Clear Books. Simple and intuitive online accounting software for small business and accountants. You'll find our software easy to use. See your key business numbers at a glance through our award winning innovative dashboard. We offer a 30 day free trial and if you subscribe within 21 days you'll get 50% off your subscription for 3 months! With free UK based phone and email support see how Clear Books can help you grow your business."

Clear Books features include:

  • VAT
  • Invoicing
  • Multicurrency
  • Construction Industry Scheme (CIS)
  • Automated Bank Feeds
  • Advanced Reporting
  • Dividends
  • Project Management
  • In The Cloud

Why Choose Clear Books?

  • Free UK Based Phone and Email Support
  • Access Your Accounts On Any Device
  • Comply With Making Tax Digital Legislation
  • Construction Industry Scheme (CIS) At No Extra Cost
Connection Instructions

How to Connect ClearBooks and Akita

  • Head to the Integrations section in Akita. You'll find it under Settings (the cog icon ) in the left menu bar.

  • Click the Connect Provider button.

Connect Provider

  • Select ClearBooks from the list of available integrations.

ClearBooks

  • Fill in the form to complete the connection. For this, you will need your API Key from your ClearBooks account.
API Key
Required

Submit
  • That's it – all done!
Integration Results

Your ClearBooks Customer Data in Akita

  • Once connected, your Akita account will begin populating with your ClearBooks data.
  • This data will appear alongside all your other customer interactions for a 360° view.
Accounts
1762
NPS
-10
MRR
$689,420
  • Segment your accounts based on data from your ClearBooks account, and from your other business tools.
MRR Chargebee More Than > $1000 1K AND +
Ticket Zendesk Status Status Open Open AND +
NPS Delighted Less Than < 7 7

128 Accounts Matched. Save as Segment

  • Define lifecycle stages and make sure customers stay on track.

Onboarding


134 ACCOUNTS
$72,900 MRR

CSM Insight Score
62
Targets 216 / 392 Achieved
Tasks 382 / 588 Achieved
  • Build Customer Success playbooks, alerts, health scores and more — all using the wealth of data gathered from your integrations.
Get the Ball Rolling

First Steps

We'd love to show you Akita in more detail and answer any questions you have about integrating ClearBooks with our Customer Success platform.

Fill in the form below to schedule a demo and get started with your Customer Success efforts.

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Have questions about how Akita Integrates with ClearBooks?

We'd love to hear them! Just email us at hello@akitaapp.com.