Built for UK Mortgage Brokers

Bank statement categorisation in seconds, not hours

Upload your client's bank statement. ClearStatement's AI instantly categorises every transaction — giving you the clear financial picture you need to support your application.

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1 month free trial · No charge for 30 days · Cancel anytime

Features

Everything you need for faster affordability checks

ClearStatement handles the tedious part so you can focus on advising your clients.

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AI-powered categorisation

Automatically sorts hundreds of transactions into categories like income, mortgage payments, utilities, food, and more — in seconds.

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CSV & PDF support

Works with bank statement exports from all major UK banks. Upload a CSV or PDF and let ClearStatement do the rest.

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Excel export

Download a fully formatted Excel workbook with itemised transactions, category totals, and monthly averages — ready to share with lenders.

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Print-ready PDF report

Generate a clean, professional PDF summary of the categorised statement that you can attach to any mortgage application.

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GDPR compliant by design

Client data is processed entirely in your browser. Nothing is stored on our servers. Built to meet UK GDPR requirements for financial data.

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Manual override

AI gets it right most of the time — and when it doesn't, you can re-categorise any transaction with a single click.

How it works

From statement to summary in three steps

Upload the statement

Drag and drop your client's bank statement CSV or PDF into ClearStatement.

AI categorises instantly

Every transaction is automatically sorted into clear, lender-friendly categories.

Export & submit

Download your Excel report or print-ready PDF and attach it to the mortgage application.

Pricing

Simple, transparent pricing

Monthly subscription

^£25

+ VAT per month

✓ Unlimited bank statement categorisations
✓ AI auto-categorisation powered by Claude
✓ CSV and PDF statement support
✓ Excel export with totals & averages
✓ Print-ready PDF summary report
✓ GDPR-compliant browser-only processing
✓ Email support

Start your free 1-month trial

No charge for 30 days · Cancel anytime · Automatic billing after trial

FAQ

Common questions

Is my client's data safe?

Yes. ClearStatement processes everything in your browser — the raw bank statement data never leaves your computer and is never stored on our servers. The only data we send externally is the transaction text (not personal details) to our AI categorisation service, over an encrypted connection.

Which banks and file formats are supported?

ClearStatement works with CSV exports from all major UK banks (Barclays, HSBC, Lloyds, NatWest, Halifax, Santander, and more), plus PDF statements. If your bank's format isn't recognised, contact us and we'll add support.

How accurate is the AI categorisation?

The AI correctly categorises the vast majority of transactions. You can review every category and change any that need adjusting before exporting — it takes seconds to correct the occasional mis-categorisation.

Do I need to install anything?

No. ClearStatement runs entirely in your web browser — no installation, no software to update. You receive a licence key by email and you're ready to go.

Can I cancel at any time?

Yes. Cancel whenever you like with no penalties. Your card is collected at signup but you won't be charged until after your 30-day free trial ends. Use the customer portal to cancel at any time. Your licence remains active until the end of the billing period.

I have a question not answered here.

Email us at admin@clearstatement.co.uk and we'll get back to you promptly.