Clear Books
UK online accounting software for small businesses with MTD VAT filing.
- Category
- Finance & ERP
- Type
- Accounting
- Interface
- SOAP API
- Built with
- Connect Anything
- Credentials
- API key
02Data
What you can sync.
- Invoices
- Customers
- Suppliers
- Bank statements
- Journals
Load Clear Books invoices into the Warehouse and build board-ready reports and Slides from the same figures.
Need more? Name any other Clear Books data the API returns, and the AI adds it to the connector.
03Credentials
Credentials you will need.
- An API key
Clear Books uses an API key. You add the credentials once, when the AI asks for them, and it tells you where to create them in Clear Books if you need help.
04How it works
How it works in DataMind.
-
Pick Clear Books.
Open Lake, pick Clear Books in the source picker and name the connection. Connect Anything opens with a ready prompt that points the AI at the Clear Books API docs.
-
Answer a few questions.
The AI reads the Clear Books documentation, then asks which credentials you will use, which data to sync (for example invoices and customers), whether you want a one-time load or a recurring sync, and which accounts or filters apply.
-
Your data lands in Lake.
The connector agent writes a Python connector for Clear Books, tests it against the live API and shows you sample rows. Then the data loads into your Lake on your schedule, ready for the Warehouse, DataPrism BI and AI Minds.
