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Import Bank Statements into Clear Books for Rental Application

Convert bank statement PDFs for rental application and import into Clear Books. UK-only cloud accounting platform. Smaller market share but loyal user base among small businesses who prefer a UK-built, UK-supported solution. All banks supported.

Convert for Clear Books + Rental Application
99%+Accuracy
30sPer Statement
40+Banks Supported
FreeTier Available

Clear Books + Rental Application: Complete Workflow

Preparing for rental application and using Clear Books? Letting agents and referencing agencies require 3 months of bank statements to verify tenant income and affordability. Tenants need to provide clear, readable statements. BankScan AI bridges the gap between your bank's PDF statements and Clear Books's import feature.

BankScan AI → Clear Books for Rental Application

Convert bank statement PDFs to CSV formatted for Clear Books import. Convert your bank statements to Excel format for clean, professional-looking financial evidence that speeds up your rental application.

How It Works

1

Upload your bank statement PDF

Supports all major banks. Upload 3 months of recent statements, covering the period immediately before the application of statements.

2

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.

3

Import and use for rental application

Upload into Clear Books and use the reconciled data for rental application.

Supported Banks

BankScan AI works with all major UK and US banks, including:

HSBC Barclays Lloyds NatWest Monzo Santander Revolut Chase Bank of America Wells Fargo Citibank US Bank Capital One

Clear Books + Rental Application Features

Import for Rental Application into Clear Books

After converting your bank statements for rental application:

  1. In Clear Books, go to Money > Bank Accounts > select your account > Import
  2. 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 Rental Application

Rental properties move fast, especially in London; referencing must often be completed within 24-48 hours to secure the property before another applicant

Convert for Clear Books + Rental Application

Frequently Asked Questions

Can I import bank statements into Clear Books for rental application?
Yes. BankScan AI converts PDFs to CSV for Clear Books. Convert your bank statements to Excel format for clean, professional-looking financial evidence that speeds up your rental application.
What format does Clear Books need?
Clear Books requires Date, Description, Money in, Money out — Clear Books uses separate columns for credits and debits with dates in DD/MM/YYYY. BankScan AI handles this automatically.
How many months for rental application?
Typically 3 months of recent statements, covering the period immediately before the application. Letting agent or landlord, often processed through a referencing agency such as Goodlord, OpenRent, or HomeLet will specify the exact period.
Is there a free tier?
Yes. Try free with limited conversions. Paid plans from $9.99/month.

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