BMO + Clear Books: Bridge the Gap
Need to get your BMO (Bank of Montreal US) bank statement into Clear Books? BMO uses MM/DD/YYYY and Canadian-heritage format with Date, Description, Debits, Credits, and Balance columns, plus account summary and fee analysis sections — which needs converting to CSV (Date, Description, Money in, Money out — Clear Books uses separate columns for credits and debits) for Clear Books import.
How BankScan AI Converts BMO for Clear Books
BankScan AI's CSV output is formatted for direct import into Clear Books' bank reconciliation feature. BMO US statements (formerly BMO Harris) use a format common to Canadian-heritage US banks. BankScan AI handles both personal and business BMO statement layouts.
How It Works
Upload your BMO PDF
Drag and drop your BMO statement. Supports PDF with MM/DD/YYYY handling.
AI converts for Clear Books
Our AI parses BMO's layout, converts dates to DD/MM/YYYY, and outputs CSV.
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 Import Tip
Date, Description, Money in, Money out — Clear Books uses separate columns for credits and debits
BMO to Clear Books Features
- BMO optimised — Trained on BMO's Canadian-heritage format with Date, Description, Debits, Credits, and Balance columns, plus account summary and fee analysis sections with MM/DD/YYYY parsing
- Clear Books formatted — Output as CSV with Date, Description, Money in, Money out — Clear Books uses separate columns for credits and debits
- Date conversion — Converts MM/DD/YYYY to DD/MM/YYYY automatically
Import BMO Data into Clear Books
After converting your BMO statement with BankScan AI:
- 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 BMO into Clear Books Today
Automatic date conversion (MM/DD/YYYY to DD/MM/YYYY), column mapping, and format validation.
Import BMO to Clear Books Free