Clear Books + US Immigration & Visa: Complete Workflow
Preparing for us immigration & visa and using Clear Books? US immigration applications (H-1B, L-1, EB-5, family sponsorship) require bank statements proving financial capability. USCIS needs clear, organized financial evidence. BankScan AI bridges the gap between your bank's PDF statements and Clear Books's import feature.
BankScan AI → Clear Books for US Immigration & Visa
Convert bank statement PDFs to CSV formatted for Clear Books import. Convert bank statements to structured Excel spreadsheets showing balance history, income sources, and savings — formatted for USCIS evidence packages and immigration attorney review.
How It Works
Upload your bank statement PDF
Supports all major banks. Upload 12 months for most family-based petitions (I-864 Affidavit of Support); EB-5 investors need to show full source-of-funds history which may span several years 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 use for us immigration & visa
Upload into Clear Books and use the reconciled data for us immigration & visa.
Supported Banks
BankScan AI works with all major UK and US banks, including:
Clear Books + US Immigration & Visa Features
- 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 US Immigration & Visa — Convert bank statements to structured Excel spreadsheets showing balance history, income sources, and savings — formatted for USCIS evidence packages and immigration attorney review.
Import for US Immigration & Visa into Clear Books
After converting your bank statements for us immigration & visa:
- 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 for US Immigration & Visa
USCIS RFE (Request for Evidence) responses are due within 30-87 days depending on the notice; expired evidence packages require complete resubmission
Convert for Clear Books + US Immigration & Visa