Banking on our Accounting System

The bank import tool is simple to use and makes explaining your bank transactions easy

Explain bank transactions

Use the Manage Import tool to quickly explain bank transactions and add new customers, suppliers, accounts, and projects all in one place.

The system learns

Every time you explain a bank transaction Clear Books learns which vat rate, account and customer or supplier to associate with the bank statement description. The next time a similar bank transaction
needs explaining, all the transaction details are pre-filled.

Import bank statements

Quickly import your bank statements so that you do not have to enter bank transactions manually. This will save you time.

You can also import credit card statements and internet payment accounts such as Paypal.

Re-create bank statements

Re-create a bank statement if you do not have access to online banking.