How do I convert my bank statement to Excel?

Simply upload your PDF bank statement to our converter. Our tool will automatically detect tables and extract all transactions into a Excel file. The process takes just seconds and maintains 100% accuracy.

Is it safe to upload my bank statement?

Yes, your data is completely secure. We use bank-level 256-bit SSL encryption. Your files are processed in memory and never stored on our servers. Files are automatically deleted immediately after conversion.

What bank statement formats do you support?

We support PDF bank statements from virtually all banks worldwide. You can export to Excel (XLSX, XLS), CSV, and formats compatible with QuickBooks, Xero, and other accounting software.

How accurate is the data extraction?

Our advanced parsing technology achieves over 99% accuracy in extracting transaction data. We use intelligent table detection and OCR to capture all details including dates, descriptions, and amounts.

Is there a free trial available?

Yes! You get 1 free conversion after registration - no credit card required. This lets you test the accuracy before subscribing. Most users are convinced after the first conversion. Unlimited conversions available with monthly ($5.99) or annual ($59.99) plans.

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How to Import Bank Statements into Sage: Step-by-Step Guide

November 08, 2024•5 min read

Struggling to get your bank statements into Sage?

This guide shows you exactly how to convert PDF statements and import them into Sage for accurate bookkeeping.

Why Import Bank Statements to Sage?

Save hours of manual data entry
Reduce errors in transaction recording
Maintain accurate financial records
Simplify reconciliation process

Step 1: Convert PDF to CSV

First, convert your bank statement PDF to CSV format using our converter:

Upload your PDF
Select the transaction table
Export as CSV

Step 2: Format for Sage

Sage requires specific column headers. Our converter automatically formats data correctly for Sage import.

Step 3: Import to Sage

In Sage, navigate to Banking > Import and upload your CSV file. Map the columns if prompted and review transactions.

Start Your Free Trial

Convert bank statements for Sage import in seconds. First conversion free!

Related Resources

Export Bank Statements to Sage

Convert PDF bank statements to Sage CSV format. Works with Sage 50 and Business Cloud.

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«Our finance team processes statements from 15 different banks. This tool handles every single format perfectly. Cut our monthly reconciliation time by 80%.»

Rachel Kim

Financial Analyst

«I process 50+ client statements monthly. Before this tool, I spent 2 hours per statement. Now it takes 30 seconds. Literally saved my tax season.»

Sarah Mitchell

CPA at Mitchell & Associates

«My accountant used to charge me $150/month just to organize my statements. Now I do it myself in 5 minutes. Paid for itself in the first week.»

Emily Chen

Small Business Owner

«The accuracy is insane. After testing with 20 different bank formats, every single transaction matched perfectly. Even caught a bank error I missed!»

Michael Thompson

Tax Preparer

«12 rental properties = 12 bank accounts = nightmare during tax time. Now I convert everything to one Excel file. 4 hours of work → 15 minutes.»

Amanda Foster

Property Manager

«Needed to reconcile PayPal and Stripe statements for an audit. Exported everything to CSV in under 10 minutes. The auditor was impressed.»

David Park

E-commerce Seller

«Grant reporting requires detailed transaction records. What used to take our team a full day now takes 20 minutes. Donors love the transparency.»

Lisa Anderson

Nonprofit Director

«As a bootstrapped founder, every hour counts. This tool lets me handle all bookkeeping myself instead of paying $500/month for an accountant. Game changer.»

Thomas Wright

Startup Founder

«Finally! Something that actually works with Chase and Bank of America statements. I've tried 4 other tools — they all failed on multi-page PDFs. This one nails it every time.»

James Rodriguez

Freelance Bookkeeper

Manual vs Automatic Conversion

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Feature

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Time per statement

2-3 hours

5 seconds

99%+ accuracy

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Excel only

Excel, CSV, Google Sheets

Batch processing

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Export to Excel & CSV

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Annual

Save 17%

$59.99

Save $11.89 compared to monthly

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