Clear Books + Charities & Non-Profits: Faster Bank Import
Charities need accurate financial records for trustees, donors, and the Charity Commission — but often rely on volunteers without accounting expertise. If you use Clear Books for your accounting, you need a fast way to get bank statement data into the system.
BankScan AI for Charities & Non-Profits Using Clear Books
BankScan AI converts any bank statement PDF to CSV formatted for direct import into Clear Books. Make bank statement reconciliation simple for volunteer treasurers. Upload statements, get clean spreadsheets for your financial reports.
The Charities & Non-Profits + Clear Books Workflow
Charity treasurers collect bank statements monthly, reconcile them against donation records and grant income, allocate expenditure to restricted and unrestricted funds, and prepare reports for trustee meetings. Annual accounts must be filed with the Charity Commission, requiring a full year of reconciled bank data.
Key terms you'll encounter: restricted funds, unrestricted funds, fund accounting, Charity SORP.
How It Works
Upload any bank statement PDF
Supports all major banks. Saves volunteer treasurers 2-3 hours per month on bank reconciliation, reducing reliance on accounting expertise that small charities often lack
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 Charities & Non-Profits
- 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 Charities & Non-Profits — Saves volunteer treasurers 2-3 hours per month on bank reconciliation, reducing reliance on accounting expertise that small charities often lack
- Software compatible — Output works directly with Xero, QuickBooks, LibreOffice Calc
Import Steps for Charities & Non-Profits Using Clear Books
As charity, 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 Charities & Non-Profits
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 + Charities & Non-Profits