Clear Books + PPP & EIDL Documentation: Complete Workflow
Preparing for ppp & eidl documentation and using Clear Books? PPP and EIDL loan recipients need bank statements to document eligible expenses, payroll costs, and fund usage for SBA forgiveness applications and ongoing compliance. BankScan AI bridges the gap between your bank's PDF statements and Clear Books's import feature.
BankScan AI → Clear Books for PPP & EIDL Documentation
Convert bank statement PDFs to CSV formatted for Clear Books import. Convert bank statements to structured spreadsheets to document PPP-eligible expenses, track EIDL fund usage, and prepare forgiveness application supporting documents.
How It Works
Upload your bank statement PDF
Supports all major banks. Upload 8-24 week covered period for PPP forgiveness; EIDL loan term (up to 30 years) with ongoing compliance documentation of fund usage 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 ppp & eidl documentation
Upload into Clear Books and use the reconciled data for ppp & eidl documentation.
Supported Banks
BankScan AI works with all major UK and US banks, including:
Clear Books + PPP & EIDL Documentation 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 PPP & EIDL Documentation — Convert bank statements to structured spreadsheets to document PPP-eligible expenses, track EIDL fund usage, and prepare forgiveness application supporting documents.
Import for PPP & EIDL Documentation into Clear Books
After converting your bank statements for ppp & eidl documentation:
- 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 PPP & EIDL Documentation
PPP forgiveness applications should be submitted within 10 months of the covered period end to avoid loan repayment starting; SBA OIG audits can occur years after forgiveness
Convert for Clear Books + PPP & EIDL Documentation