Coutts + Clear Books: Bridge the Gap
Need to get your Coutts & Co bank statement into Clear Books? Coutts uses DD MMM YYYY and premium layout with separate current account, savings, and investment summary 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 Coutts for Clear Books
BankScan AI's CSV output is formatted for direct import into Clear Books' bank reconciliation feature. Coutts private banking statements have a premium layout with additional wealth summary sections that BankScan AI filters correctly.
How It Works
Upload your Coutts PDF
Drag and drop your Coutts statement. Supports PDF with DD MMM YYYY handling.
AI converts for Clear Books
Our AI parses Coutts'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
Coutts to Clear Books Features
- Coutts optimised — Trained on Coutts's premium layout with separate current account, savings, and investment summary sections with DD MMM 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 DD MMM YYYY to DD/MM/YYYY automatically
Import Coutts Data into Clear Books
After converting your Coutts 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 Coutts into Clear Books Today
Automatic date conversion (DD MMM YYYY to DD/MM/YYYY), column mapping, and format validation.
Import Coutts to Clear Books Free