Clear Books + Bookkeepers: Faster Bank Import
Bookkeepers deal with statements from dozens of different banks, each with its own PDF format. Copy-pasting transactions is error-prone and tedious. If you use Clear Books for your accounting, you need a fast way to get bank statement data into the system.
BankScan AI for Bookkeepers Using Clear Books
BankScan AI converts any bank statement PDF to CSV formatted for direct import into Clear Books. BankScan AI handles every major UK bank format automatically. Upload the PDF, download the spreadsheet — no manual data entry needed.
The Bookkeepers + Clear Books Workflow
Bookkeepers collect bank statements from clients weekly or monthly, categorise each transaction against the chart of accounts, reconcile balances, and flag discrepancies. They typically process statements in batches by client, posting entries into cloud accounting software before month-end close.
Key terms you'll encounter: chart of accounts, bank feed, transaction categorisation, month-end close.
How It Works
Upload any bank statement PDF
Supports all major banks. Saves approximately 30 minutes per client per month on data entry, freeing up 8-10 hours per week for a bookkeeper with 20+ clients
AI formats for Clear Books
Output as CSV with Date, Description, Money in, Money out — Clear Books uses separate columns for credits and debits — dates in DD/MM/YYYY.
Import and reconcile
In Clear Books, go to Money > Bank Accounts > select your account > Import. Upload the CSV and map Date, Description, Money in, and Money out columns. Clear Books has built-in Corporation Tax estimation that updates as bank transactions are imported, giving directors a live view of their CT liability.
Supported Banks
BankScan AI works with all major UK and US banks, including:
Clear Books Features for Bookkeepers
- Clear Books ready — Output formatted as CSV matching Clear Books's expected column structure
- Smart integration — Clear Books has built-in Corporation Tax estimation that updates as bank transactions are imported, giving directors a live view of their CT liability.
- Built for Bookkeepers — Saves approximately 30 minutes per client per month on data entry, freeing up 8-10 hours per week for a bookkeeper with 20+ clients
- Software compatible — Output works directly with Xero, QuickBooks Online, FreeAgent
Import Steps for Bookkeepers Using Clear Books
As bookkeeper, here's how to get bank data into Clear Books:
- In Clear Books, go to Money > Bank Accounts > select your account > Import
- Upload the CSV and map Date, Description, Money in, and Money out columns
Common Import Issues
Clear Books requires header row labels to exactly match expected names. Rename columns to Date, Description, Money in, Money out if import fails.
Clear Books Import — Built for Bookkeepers
UK-only cloud accounting platform. Smaller market share but loyal user base among small businesses who prefer a UK-built, UK-supported solution.
Try Free — Clear Books + Bookkeepers