Convert PDF Bank Statements to Sage
Import bank transactions into Sage 50, Sage 200, or Sage Accounting without manual entry. DocNeat converts PDF bank statements into a Sage-compatible CSV in seconds.
Loading secure area...
Bank-level 256-bit encryption. Files are deleted immediately after processing.
Works with your software
DocNeat produces the exact CSV format each platform expects.
Three steps, under two minutes
No account needed for your first three conversions.
Upload your bank statement PDF
Drag and drop your PDF bank statement into the secure upload area above. DocNeat supports statements from all major UK banks including Barclays, HSBC, NatWest, Lloyds, Halifax, and 45 others globally.
DocNeat extracts your transactions
Our AI identifies the transaction table, extracts every row, and formats the data into a Sage-compatible CSV with the correct date format, transaction type, and reference columns.
Import into Sage
In Sage 50, go to Bank → Import. In Sage Accounting, go to Banking → Import transactions → upload your CSV → map columns → import. Your transactions appear immediately for reconciliation.
Why DocNeat for Sage
Sage 50 and Sage Accounting have specific CSV import requirements that differ from QuickBooks and Xero — including reference columns, transaction type fields, and UK date formatting. DocNeat produces Sage-ready output from any bank PDF, saving accountants hours of manual reformatting.
Technical specifications
| Output format | CSV (comma-separated values) |
| Compatible with | Sage 50, Sage 200, Sage Accounting (Sage One) |
| Processing engine | DocNeat Financial OCR (v2.1) |
| Encryption | 256-bit AES (SSL Secured) |