99.6%
Extraction accuracy
<10s
Seconds per statement
10k+
Finance teams using DocuClipper
1000s
Bank formats supported
How to Import Bank Statements into Sage
From PDF to Sage in four simple steps.
1
Upload your bank statement PDF
Drag and drop your PDF, scanned or digital, any bank, any format.
2
DocuClipper extracts the data
AI reads and structures all transactions automatically. No setup or templates needed.
3
Download the CSV
Export a clean CSV file with transactions formatted for Sage import.
4
Import into Sage
Upload the CSV into Sage Banking or your preferred Sage module and reconcile.
Everything You Need to Get Bank Data into Sage
DocuClipper handles the conversion, you focus on the accounting.
Upload Any Bank Statement PDF
Upload scanned or digital PDF bank statements from any bank. No templates required, DocuClipper adapts automatically.
Extract Transactions Instantly
AI extracts all transactions, dates, amounts, and running balances with 99.9% accuracy in seconds.
Export Sage-Ready Files
Download structured CSV files formatted for direct import into Sage Banking or your Sage workflow.
Automatic Reconciliation
DocuClipper checks extracted totals against statement summaries and flags any discrepancies before you import.
Batch Processing
Process multiple bank statements at once. Upload a full month or year of statements and get all results together.
Secure & Compliant
SOC 2 Type II certified with AES-256 encryption. Your financial data is protected at every step.
Works with All Sage Products
Sage 50
Sage 200
Sage Business Cloud
Sage Intacct
Import bank statements into Sage automatically. Start your free 14-day trial.
Start free trialFrequently Asked Questions
Use DocuClipper to convert your PDF bank statement to a CSV file, then import that CSV into Sage via the Banking or transactions import feature. DocuClipper formats the output (date, description, debit, credit) to match Sage's expected column structure so you do not need to reformat manually.
DocuClipper exports a standard CSV that works with Sage 50, Sage 200, Sage Business Cloud Accounting, and other Sage products that support CSV transaction imports. For Sage Intacct or Sage X3, the CSV export can be reformatted using the column mapping tool.
Yes. DocuClipper uses OCR to read scanned PDFs as well as digital ones. Accuracy is 99.9% on digital PDFs and high on clean scans. Very low-resolution or degraded scans may require spot review before importing.
No. DocuClipper identifies and adapts to each bank's PDF layout automatically. It supports thousands of bank statement formats from UK, US, South African, Australian, and other international financial institutions.
Yes. Batch upload multiple PDF statements in one session and DocuClipper processes each one separately. Download a combined CSV or individual files, either way, all results are ready for import into Sage in a single step.
The export includes Date, Description, Debit, Credit, and Balance columns. You can reorder or rename columns in DocuClipper before downloading if your Sage product expects a different header format.
What Customers Say
Real reviews from accountants, bookkeepers, and finance teams.
“DocuClipper has helped us eliminate several manual data entry processes, saving us a lot of time.”
KR
Kristin Mitchell
Accounting, United States
“It's a complete game-changer. Instead of spending hours combing through statements, we get the data we need almost instantly.”
MA
Matt
Lending, United Kingdom
“DocuClipper allowed us to enhance our advisory services, directly impacting our bottom line.”
SA
Sarah Winship
Accounting, United Kingdom