Clear Books + Dentists: Faster Bank Import
Dental practices handle a mix of NHS and private payments, equipment purchases, and supplier invoices — all flowing through multiple bank accounts. If you use Clear Books for your accounting, you need a fast way to get bank statement data into the system.
BankScan AI for Dentists Using Clear Books
BankScan AI converts any bank statement PDF to CSV formatted for direct import into Clear Books. Convert your practice bank statements to Excel instantly, making it easy for your accountant to reconcile NHS payments, private fees, and practice expenses.
The Dentists + Clear Books Workflow
Dental practices receive NHS schedule payments monthly from the BSA, process private patient card payments daily, pay dental suppliers for materials and lab work, and manage associate dentist fees. Bank statements must be reconciled against practice management software reports and NHS schedules to ensure all income is accounted for.
Key terms you'll encounter: NHS schedule payment, UDA value, associate earnings, BSA reconciliation.
How It Works
Upload any bank statement PDF
Supports all major banks. Saves 2-3 hours per month reconciling NHS schedule payments against bank statements, plus faster preparation for annual accounts
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 Dentists
- 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 Dentists — Saves 2-3 hours per month reconciling NHS schedule payments against bank statements, plus faster preparation for annual accounts
- Software compatible — Output works directly with Sage, Xero, Dentally
Import Steps for Dentists Using Clear Books
As dentist, 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 Dentists
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 + Dentists