Clear Books + Workers' Compensation: Complete Workflow
Preparing for workers' compensation and using Clear Books? Workers' compensation claims require bank statement analysis to verify pre-injury wages, track benefit payments, and identify return-to-work income for claim management. BankScan AI bridges the gap between your bank's PDF statements and Clear Books's import feature.
BankScan AI → Clear Books for Workers' Compensation
Convert bank statement PDFs to CSV formatted for Clear Books import. Convert bank statements to Excel for wage verification, benefit payment tracking, and income analysis supporting workers' compensation claims and disputes.
How It Works
Upload your bank statement PDF
Supports all major banks. Upload 12 months pre-injury for Average Weekly Wage (AWW) calculation; ongoing statements during the benefit period to detect unreported return-to-work income 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 workers' compensation
Upload into Clear Books and use the reconciled data for workers' compensation.
Supported Banks
BankScan AI works with all major UK and US banks, including:
Clear Books + Workers' Compensation 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 Workers' Compensation — Convert bank statements to Excel for wage verification, benefit payment tracking, and income analysis supporting workers' compensation claims and disputes.
Import for Workers' Compensation into Clear Books
After converting your bank statements for workers' compensation:
- 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 Workers' Compensation
Initial claims must be filed within state-specific deadlines (30-90 days from injury in most states); wage verification documents needed before temporary disability benefits are calculated
Convert for Clear Books + Workers' Compensation