Convert a bank statement to Sage

Why teams use Bank PDF to Sage CSV

Sage's bank import expects a specific column order — Date, Amount, Reference, Description — with dates in DD/MM/YYYY and amounts as a single signed column (debits negative, credits positive). This converter reads your bank statement PDF and produces a CSV in exactly that shape, so Sage's import wizard accepts the file without the 'invalid format' errors that come from generic PDF-to-CSV exports.

All major UK banks are supported: HSBC, Barclays, NatWest, Lloyds, Santander, TSB, Metro Bank, Monzo, Starling, Revolut, Tide, and the major business banking platforms. Multi-page statements are merged into a single CSV, wrapped descriptions are re-stitched, and transaction references (BACS, CHAPS, Faster Payment IDs) are placed into Sage's Reference column so bank rules and reconciliation matching work correctly.

Common workflows: importing several months of history when a new Sage Business Cloud account is set up, catching up after a bank feed has dropped, reloading transactions after a chart-of-accounts restructure, and year-end work where the auditor wants source statements re-imported as a verification step. Files run over TLS, are deleted within 60 minutes of processing, and are never used for AI training or any other purpose.

How it works

1. Upload Statement — Drop your bank PDF
2. Format for Sage — Columns mapped correctly
3. Download CSV — Import directly to Sage

Key benefits

• Pre-formatted for Sage 50 and Sage Business Cloud
• Date formats auto-converted
• Handles multi-page statements
• The £9.99 Day Pass processes a year of statements
• Zero data storage — deleted in 1 hour
• Works with all UK bank formats

Common use cases

• Monthly Sage bank reconciliation
• Year-end accounting preparation
• Bookkeeper client work

Frequently asked questions

Is Bank PDF to Sage CSV free to use?

Yes — your first conversion is free with no signup. For heavier use, DocumePro offers a £9.99 24-hour Day Pass and a £39.99/month Professional plan with unlimited conversions.

Are my files kept after I use Bank PDF to Sage CSV?

No. Every uploaded file is permanently deleted from DocumePro servers within 60 minutes under our Non-Persistence Guarantee. Nothing is retained, shared, or used to train AI models.

Do I need to install any software?

No — Bank PDF to Sage CSV runs entirely in your browser. There's nothing to install and no plug-in required. It works on Windows, macOS, iOS and Android.

Is DocumePro suitable for UK legal, finance and accounting teams?

Yes. DocumePro is UK GDPR-aligned, hosted on UK/EU infrastructure, and built specifically for solicitors, accountants, bookkeepers and finance teams that handle sensitive client documents.

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