Clear Books + Landlords: Faster Bank Import
Landlords managing multiple properties need to track rental income and expenses from bank statements for tax returns. If you use Clear Books for your accounting, you need a fast way to get bank statement data into the system.
BankScan AI for Landlords Using Clear Books
BankScan AI converts any bank statement PDF to CSV formatted for direct import into Clear Books. Convert your bank statements to Excel to easily categorise rental income, maintenance costs, and mortgage payments for self-assessment.
The Landlords + Clear Books Workflow
Landlords review bank statements to confirm tenant rent payments have been received, match maintenance invoices against bank debits, track mortgage interest payments for tax relief calculations, and collate all property-related transactions for their self-assessment tax return or accountant.
Key terms you'll encounter: rental yield, Section 24, allowable expenses, wear and tear allowance.
How It Works
Upload any bank statement PDF
Supports all major banks. Saves 1-2 hours per property per month on income and expense tracking, with portfolio landlords saving a full day each month across 10+ properties
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 Landlords
- 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 Landlords — Saves 1-2 hours per property per month on income and expense tracking, with portfolio landlords saving a full day each month across 10+ properties
- Software compatible — Output works directly with Excel, Hammock, Landlord Vision
Import Steps for Landlords Using Clear Books
As landlord, 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 Landlords
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 + Landlords