Citizens Bank + Clear Books: Bridge the Gap
Need to get your Citizens Financial Group bank statement into Clear Books? Citizens Bank uses MM/DD and traditional layout with Date, Description, Debits, Credits, and Balance columns, plus a detailed Service Charge Summary section — 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 Citizens Bank for Clear Books
BankScan AI's CSV output is formatted for direct import into Clear Books' bank reconciliation feature. Citizens Bank statements include both personal and business formats with detailed fee breakdowns. BankScan AI extracts transactions while noting service charges separately.
How It Works
Upload your Citizens Bank PDF
Drag and drop your Citizens Bank statement. Supports PDF with MM/DD handling.
AI converts for Clear Books
Our AI parses Citizens Bank'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
Citizens Bank to Clear Books Features
- Citizens Bank optimised — Trained on Citizens Bank's traditional layout with Date, Description, Debits, Credits, and Balance columns, plus a detailed Service Charge Summary section with MM/DD 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 to DD/MM/YYYY automatically
Import Citizens Bank Data into Clear Books
After converting your Citizens Bank 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 Citizens Bank into Clear Books Today
Automatic date conversion (MM/DD to DD/MM/YYYY), column mapping, and format validation.
Import Citizens Bank to Clear Books Free