KashFlow + Cleaning Companies: Faster Bank Import
Cleaning companies manage recurring client payments, staff wages, supplies purchases, and vehicle costs — often across residential and commercial contracts. If you use KashFlow for your accounting, you need a fast way to get bank statement data into the system.
BankScan AI for Cleaning Companies Using KashFlow
BankScan AI converts any bank statement PDF to CSV formatted for direct import into KashFlow. Convert your bank statements to Excel to reconcile client payments against contracts, track staff costs, and manage supplier accounts efficiently.
The Cleaning Companies + KashFlow Workflow
Cleaning company owners reconcile client contract payments (often recurring standing orders) against their client list, pay cleaning staff wages weekly or monthly, purchase cleaning supplies and equipment, and manage vehicle fuel and maintenance costs. Bank statements are used to verify which clients have paid, identify late payers, and ensure staff payroll has cleared correctly.
Key terms you'll encounter: contract rate, hourly rate, deep clean, consumables.
How It Works
Upload any bank statement PDF
Supports all major banks. Saves 2-3 hours per week on client payment tracking and staff payroll reconciliation for a cleaning company with 20+ regular clients
AI formats for KashFlow
Output as CSV with Date, Reference, Amount — KashFlow uses a single amount column where positive is money in and negative is money out — dates in DD/MM/YYYY.
Import and reconcile
In KashFlow, go to Bank > Bank Accounts > select your account > Import Transactions. Upload the CSV from BankScan AI and confirm the column mapping. KashFlow's 'PayPal sync' feature combined with bank statement import gives a complete picture of both online and bank transactions in one view.
Supported Banks
BankScan AI works with all major UK and US banks, including:
KashFlow Features for Cleaning Companies
- KashFlow ready — Output formatted as CSV matching KashFlow's expected column structure
- Smart integration — KashFlow's 'PayPal sync' feature combined with bank statement import gives a complete picture of both online and bank transactions in one view.
- Built for Cleaning Companies — Saves 2-3 hours per week on client payment tracking and staff payroll reconciliation for a cleaning company with 20+ regular clients
- Software compatible — Output works directly with Xero, QuickBooks, Swept
Import Steps for Cleaning Companies Using KashFlow
As cleaning company owner, here's how to get bank data into KashFlow:
- In KashFlow, go to Bank > Bank Accounts > select your account > Import Transactions
- Upload the CSV from BankScan AI and confirm the column mapping
Common Import Issues
KashFlow can reject imports if the CSV has blank rows between transactions or if the date column has inconsistent formatting across rows.
KashFlow Import — Built for Cleaning Companies
Owned by IRIS Software since 2013. Positioned as entry-level cloud accounting for UK micro-businesses who find Xero and QuickBooks too complex.
Try Free — KashFlow + Cleaning Companies