Bank statement to Sage
Turn any bank's PDF statement into an OFX bank-feed file or a clean CSV that Sage Business Cloud Accounting and Sage 50 import directly — no manual entry, no retyping. Any bank, scanned or digital, balance-validated.
Any bank · scanned or digital · balance-validated · OFX or CSV
Get PDF statements into Sage without retyping
Sage's bank feeds are great when they connect — but plenty of banks aren't supported, feeds drop, or you simply need to bring in historical months that only exist as PDF statements. Keying those in line by line is slow and error-prone, and it's exactly the kind of work that delays a reconciliation.
FlowParse extracts every transaction from the PDF and writes a Sage-ready OFX bank-feed file (or a clean CSV), so you upload once and reconcile — no manual entry. The same engine also produces .QBO for QuickBooks and .QFX for Quicken.
Two ways into Sage
In the file
From PDF to Sage in three steps
1 · Upload the PDF
Drop your PDF bank statement — digital or scanned, any bank, any number of pages.
2 · AI builds the file
FlowParse extracts every transaction, signs the amounts, validates balances and writes an OFX (or CSV).
3 · Import into Sage
Upload the OFX/CSV to the matching bank account in Sage Accounting or Sage 50 and reconcile.
How to import into Sage
Sage Business Cloud Accounting: open the bank account → Connect / Import statement → upload the OFX file → review and confirm the transactions, then reconcile.
Sage 50: use Bank Feeds / Import statement and select the OFX, or run the CSV through the import wizard and map Date, Description and Amount.
Because the OFX gives each transaction a unique ID, re-importing won't duplicate. Need the full QuickBooks/Quicken workflow instead? See bank statement to QuickBooks.
Works with any bank's PDF
Because extraction is AI-based rather than template-based, FlowParse reads layouts it has never seen — ideal for banks Sage's feeds don't cover:
Reconciling a whole year? Use Smart Merge to consolidate first.
Validated before it reaches Sage
A bad import means a reconciliation that never balances. Before the file is built, FlowParse checks the data so what lands in Sage is complete and correct:
See the validation engine and reconciliation tools.
Who imports statements into Sage this way
Accountants in practice
Bring client bank history into Sage without re-keying months of transactions.
Bookkeepers
Catch up the bank account in minutes and reconcile, even for unsupported banks.
Small businesses
Import old or missing statements your bank only offers as PDFs.
Sage 50 users
Run the CSV through the import wizard for desktop ledgers.
Multi-tool firms
Export OFX for Sage and .QBO/.QFX for clients on QuickBooks or Quicken.
Finance teams
Standardise mixed-bank PDFs into one clean import before month-end.
Any bank → one Sage-ready file
Upload statements from every account you reconcile — FlowParse turns each into a clean file Sage imports.