Clear Books + Letting Agents: Faster Bank Import
Letting agents managing tenant deposits, rent collection, and landlord payments across client money accounts need meticulous reconciliation. If you use Clear Books for your accounting, you need a fast way to get bank statement data into the system.
BankScan AI for Letting Agents Using Clear Books
BankScan AI converts any bank statement PDF to CSV formatted for direct import into Clear Books. Convert your client money account statements to Excel for fast reconciliation of rent receipts, deposit transfers, and management fee deductions.
The Letting Agents + Clear Books Workflow
Letting agents collect rent from tenants into client money accounts, deduct management fees, pay landlords their net rent, handle deposit protection scheme transfers, and manage maintenance contractor payments. Monthly landlord statements must reconcile exactly with the client money account bank statement, with every penny accounted for.
Key terms you'll encounter: client money protection, landlord statement, tenant deposit scheme, management fee.
How It Works
Upload any bank statement PDF
Supports all major banks. Saves 3-4 hours per week on client money account reconciliation for a letting agent managing 100+ 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 Letting Agents
- 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 Letting Agents — Saves 3-4 hours per week on client money account reconciliation for a letting agent managing 100+ properties
- Software compatible — Output works directly with Goodlord, Arthur Online, PayProp
Import Steps for Letting Agents Using Clear Books
As letting agent, 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 Letting Agents
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 + Letting Agents