About bank-feed consent
The Consumer Data Right (CDR) gives you a way to authorise the sharing of eligible banking data through Open Banking. Clear.ai Systems Pty Ltd uses Basiq to connect your chosen bank accounts to its bank-feed feature.
Before agreeing, review the consent screen for the organisations involved, the requested data, its purpose and the sharing period. Only connect accounts you are authorised to share. Giving consent is optional, and you can withdraw it later.
What data is shared, and why
Bank feeds import transactions into Clear.ai to help your business prepare bank statements and reconcile payments with its billing records. Depending on your consent and what your bank provides, the data can include:
- Account details, such as account name, type, currency, BSB and account identifiers, to identify and link the correct account.
- Balances and available funds to provide account context.
- Transaction dates, amounts, descriptions and references to import and match bank-statement entries.
Choose the accounts needed for this purpose. Clear.ai also lets you select the starting date for a transaction import. Check the consent screen for the exact data categories and sharing duration before continuing.
Connect and review your accounts
- Sign in to Clear.ai and select the relevant organisation.
- Open your bank statements page and choose Automatic bank feed.
- Continue to Basiq, review the consent information and follow your bank's authorisation steps.
- Return to Clear.ai to review the accounts, link the account you want to import and choose the transaction starting date.
If the option is unavailable, ask your organisation administrator or contact support. For the expiry date or a copy of your consent details, contact us using the email address associated with your Clear.ai account.
Open Clear.aiWithdraw or change your consent
You can withdraw or change your consent at any time. You can also stop your bank from sharing new data:
Manage consent in Clear.ai
Go to the bank feed screen and select Manage consent. From there you can review when your data sharing consent expires, disconnect a single bank or stop sharing entirely. Once you stop sharing, the bank feed can no longer receive new bank data through that authorisation. Data already imported into Clear.ai is not removed automatically; contact support if you need it addressed.
To change the accounts or data you share, or to renew an expired consent, use Manage consent to start the appropriate consent flow. Reconnecting after withdrawal may require a new authorisation.
Contact Clear.ai
If you cannot access the bank feed screen, or you are not the person who set up the connection, email support@clear.ai with the subject “Withdraw bank feed consent”. Include your organisation, bank name and whether you want to stop one connection or all bank feeds. We may need to verify that you are authorised to manage the connection before acting on your request.
Never send bank passwords, one-time codes or full account numbers by email. An account name or masked identifier is enough to start your request.
Stored data and deletion requests
Clear.ai stores copies of imported account and transaction data, including bank-statement records, to provide the bank-feed and reconciliation features. Stopping future sharing with your bank does not itself delete copies already held by Clear.ai.
The Clear.ai website uses HTTPS, and imported bank records are stored in an encrypted production database. Your organisation's access permissions control which Clear.ai users can work with its banking and billing records.
You can request deletion of imported bank data, or ask what we hold, by emailing privacy@clear.ai. Identify your organisation and the bank connection, and tell us whether you also want to withdraw consent. You do not need to sign in to make a request.
We will review the request with you, including any copies in billing records or backups and any applicable legal retention obligations. Ask us to confirm the deletion outcome, what (if anything) must be retained, why and for how long. Contact us if you need help with data remaining after consent expiry or withdrawal.
Our Privacy Policy explains our broader privacy practices. For questions about retention or de-identification of your CDR data specifically, contact our privacy team rather than assuming that a general customs-record retention period applies to your bank-feed data.
Help, access and complaints
For connection issues or consent changes, contact support@clear.ai. For access, correction, deletion or a privacy complaint, contact privacy@clear.ai. Your account manager can also help you reach the right team.
Explain what happened and the outcome you are seeking. If you cannot access Clear.ai, you can still use either email address. You can also find information about privacy complaints through the Office of the Australian Information Commissioner.
Learn more about the Consumer Data Right and Basiq.