Clear Books + Solicitors: Faster Bank Import
Solicitors reviewing financial disclosure in divorce, fraud, or commercial cases need to analyse bank statements quickly and accurately. If you use Clear Books for your accounting, you need a fast way to get bank statement data into the system.
BankScan AI for Solicitors Using Clear Books
BankScan AI converts any bank statement PDF to CSV formatted for direct import into Clear Books. Convert client and third-party bank statements to searchable, sortable Excel spreadsheets for faster case analysis and evidence preparation.
The Solicitors + Clear Books Workflow
Solicitors receive bank statements as part of financial disclosure in family, fraud, or commercial litigation. They review statements to trace assets, verify income claims, identify suspicious transactions, and prepare schedules for counsel. Statements are often cross-referenced against Form E declarations in family proceedings.
Key terms you'll encounter: financial disclosure, Form E, asset tracing, client account reconciliation.
How It Works
Upload any bank statement PDF
Supports all major banks. Saves 1-2 hours per case on financial disclosure analysis, with complex matrimonial cases saving up to 4 hours per set of statements
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 Solicitors
- 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 Solicitors — Saves 1-2 hours per case on financial disclosure analysis, with complex matrimonial cases saving up to 4 hours per set of statements
- Software compatible — Output works directly with Clio, LEAP Legal Software, PracticeEvolve
Import Steps for Solicitors Using Clear Books
As solicitor, 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 Solicitors
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 + Solicitors