Import Bank Statements into Clear Books

99%+Accuracy

30sPer Statement

40+Banks Supported

FreeTier Available

Why Import Bank Statements into Clear Books?

Clear Books is a UK-built cloud accounting platform designed specifically for small businesses and their accountants. But importing bank statements from PDF into Clear Books requires converting them to CSV first — and that's where BankScan AI comes in.

BankScan AI + Clear Books Integration

BankScan AI's CSV output is formatted for direct import into Clear Books' bank reconciliation feature.

How Clear Books Bank Import Works

Importing bank transactions into Clear Books typically involves downloading a CSV file from your bank's online portal — but many clients provide paper statements or PDF downloads that Clear Books cannot read directly. BankScan AI's CSV output is formatted for direct import into Clear Books' bank reconciliation feature.

How It Works

Upload your bank statement PDF

Drag and drop any bank statement PDF into BankScan AI. Supports HSBC, Barclays, Lloyds, NatWest, Monzo, and 40+ more banks.

AI converts to CSV

Our AI extracts every transaction and formats as CSV with Date, Description, Money in, Money out — Clear Books uses separate columns for credits and debits — ready for Clear Books.

Import into Clear Books

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.

Clear Books Column Format

Date, Description, Money in, Money out — Clear Books uses separate columns for credits and debits

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

Why BankScan AI for Clear Books

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.
Industry standard — UK-only cloud accounting platform. Smaller market share but loyal user base among small businesses who prefer a UK-built, UK-supported solution.

Step-by-Step: Import into Clear Books

Here's exactly how to import your converted bank statement into Clear Books:

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.

Import Bank Statements into Clear Books Today

UK-only cloud accounting platform. Smaller market share but loyal user base among small businesses who prefer a UK-built, UK-supported solution.

Convert for Clear Books — Free

Frequently Asked Questions

Does BankScan AI work with Clear Books?

Yes. BankScan AI produces CSV files with Date, Description, Money in, Money out — Clear Books uses separate columns for credits and debits — exactly what Clear Books expects for bank statement import.

What date format does Clear Books require?

Clear Books requires dates in DD/MM/YYYY format. BankScan AI automatically formats dates correctly for Clear Books import.

What are common Clear Books import errors?

Clear Books requires header row labels to exactly match expected names. Rename columns to Date, Description, Money in, Money out if import fails.

Is the free tier enough for occasional use?

Yes. The free tier lets you convert a limited number of statements per month — ideal for trying BankScan AI before committing to a paid plan.