Clear Books + Visa Application: Complete Workflow
Preparing for visa application and using Clear Books? UK visa applications (Tier 1, Tier 2, spouse, student) require bank statements proving financial capability. The Home Office needs clear, organised financial evidence. BankScan AI bridges the gap between your bank's PDF statements and Clear Books's import feature.
BankScan AI → Clear Books for Visa Application
Convert bank statement PDFs to CSV formatted for Clear Books import. Convert your bank statements to structured Excel spreadsheets that clearly show your balance history, income sources, and regular savings — formatted for visa evidence bundles.
How It Works
Upload your bank statement PDF
Supports all major banks. Upload 6 months for most visa categories; 12 months for Innovator Founder and some ILR applications 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 visa application
Upload into Clear Books and use the reconciled data for visa application.
Supported Banks
BankScan AI works with all major UK and US banks, including:
Clear Books + Visa Application 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 Visa Application — Convert your bank statements to structured Excel spreadsheets that clearly show your balance history, income sources, and regular savings — formatted for visa evidence bundles.
Import for Visa Application into Clear Books
After converting your bank statements for visa application:
- 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 Visa Application
Statements must cover the period ending no more than 31 days before the visa application date; delays mean re-obtaining fresh statements
Convert for Clear Books + Visa Application