Investec + Clear Books: Bridge the Gap
Need to get your Investec Bank UK bank statement into Clear Books? Investec uses DD MMM YYYY and premium layout with separate banking and investment sections, each with their own column structures — 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 Investec for Clear Books
BankScan AI's CSV output is formatted for direct import into Clear Books' bank reconciliation feature. Investec private banking statements include investment account summaries alongside current account transactions. BankScan AI separates and converts the banking transactions.
How It Works
Upload your Investec PDF
Drag and drop your Investec statement. Supports PDF with DD MMM YYYY handling.
AI converts for Clear Books
Our AI parses Investec'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
Investec to Clear Books Features
- Investec optimised — Trained on Investec's premium layout with separate banking and investment sections, each with their own column structures 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 Investec Data into Clear Books
After converting your Investec 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 Investec into Clear Books Today
Automatic date conversion (DD MMM YYYY to DD/MM/YYYY), column mapping, and format validation.
Import Investec to Clear Books Free