Clear Books + Care Homes: Faster Bank Import
Care homes receive local authority funding, private fees, and NHS contributions — each with different payment schedules and reconciliation requirements. If you use Clear Books for your accounting, you need a fast way to get bank statement data into the system.
BankScan AI for Care Homes Using Clear Books
BankScan AI converts any bank statement PDF to CSV formatted for direct import into Clear Books. Convert your care home bank statements to Excel to reconcile council payments, private resident fees, and NHS funding allocations efficiently.
The Care Homes + Clear Books Workflow
Care home managers reconcile multiple funding streams: local authority spot purchase and block contract payments, private resident fees (often paid by family members), NHS Funded Nursing Care (FNC) contributions, and Continuing Healthcare (CHC) funding. Bank statements must be matched against individual resident funding agreements to track who has paid and identify arrears.
Key terms you'll encounter: funded nursing care, continuing healthcare, spot purchase, block contract.
How It Works
Upload any bank statement PDF
Supports all major banks. Saves 3-4 hours per week on funding stream reconciliation for a care home with 40+ residents funded through multiple sources
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 Care Homes
- 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 Care Homes — Saves 3-4 hours per week on funding stream reconciliation for a care home with 40+ residents funded through multiple sources
- Software compatible — Output works directly with Sage, Xero, CoolCare
Import Steps for Care Homes Using Clear Books
As care home manager, 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 Care Homes
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 + Care Homes