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Accounting is easy with Clear Books bank feeds

Know you've accounted for every penny when you link your bank account with Clear Books

Clear Books connects with hundreds of high street banks, online banks and payment providers, allowing you to import transactions with ease.

Make accounting easy with automatic bank feeds

Clear Books' secure bank feeds update daily so you can see all your bank transactions in Clear Books. You can see many bank accounts in one place, without needing to log into online banking.

View these transactions to easily create sales and purchase records and see a complete picture of your business finances.

Link your high street or online bank to automatically import transactions

Clear Books' secure bank feeds import your transactions up to 4 times a day. We connect with hundreds of banks, and are adding more all the time.

Bank feeds are included with all Clear Books subscription options, so you know that you'll never have to pay more for quick and easy accounting.

Know when you've been paid

Are you a business that invoices your customers?

Clear Books will automatically import your bank transactions. All you need to do is match the payment with the invoice to mark it as paid.

Are you a business that records daily sales takings?

Clear Books bank feeds will help you keep track of your daily takings. When Clear Books imports your bank transactions, simply categorise your takings as revenue, and we'll display your sales on your dashboard.

Track how much you've spent

Whether you make purchases using your card or direct debit, Clear Books bank feeds will show you what you've spent. Simply categorise each transaction to keep track of your bills, receipts and recurring direct debits.

Get started today

Try Clear Books free for 30 days. No credit card required.

Accurate business and tax reporting

When you reconcile your bank accounts with Clear Books, our dashboard shows you business-critical information (like outstanding bills and overdue invoices).

If you’re after more in-depth information, all your financial data is automatically compiled into reports including a P&L, Balance Sheet, Aged Debtors and Creditors, as well as HMRC recognised MTD VAT returns.

Easy automations for advanced users

Clear Books' advanced automation tools make bank reconciliation easy:

  • Account codes - describe and categorise each transaction by account code.
  • Recurring allocations - turn on ‘allocation rules’ and Clear Books will learn to mass allocate recurring transactions.
    Write your own ‘allocation rules’ based on keyword, customer or supplier, to trigger the automatic allocation of bank transactions to bills or invoices.
  • Custom allocation rules - write your own ‘allocation rules’ based on keyword, customer or supplier, to trigger the automatic allocation of bank transactions to bills or invoices.

Get started today

Try Clear Books free for 30 days. No credit card required.

Clear Books is proudly registered with the Financial Conduct Authority as an Account Information Services Provider (register no. 843585).