American Express + Sage: Bridge the Gap
Need to get your American Express UK bank statement into Sage? American Express uses DD MMM YY and charge card layout with separate sections for new charges, payments, credits, and membership rewards summary — which needs converting to CSV (Date, Details/Reference, Paid in, Paid out — Sage requires separate debit and credit columns rather than a single signed amount) for Sage import.
How BankScan AI Converts American Express for Sage
BankScan AI's CSV output is compatible with Sage's bank statement import. The date format, transaction descriptions, and amount columns are mapped automatically. American Express statements include card transactions, membership rewards, and payment summaries. BankScan AI extracts all transaction detail including merchant categories.
How It Works
Upload your American Express PDF
Drag and drop your American Express statement. Supports PDF with DD MMM YY handling.
AI converts for Sage
Our AI parses American Express's layout, converts dates to DD/MM/YYYY, and outputs CSV.
Import into Sage
In Sage Accounting, go to Banking > select your bank account > Import statement. Upload the CSV, confirm column mapping (Date, Details, Paid in, Paid out), and import.
Sage Import Tip
Date, Details/Reference, Paid in, Paid out — Sage requires separate debit and credit columns rather than a single signed amount
American Express to Sage Features
- American Express optimised — Trained on American Express's charge card layout with separate sections for new charges, payments, credits, and membership rewards summary with DD MMM YY parsing
- Sage formatted — Output as CSV with Date, Details/Reference, Paid in, Paid out — Sage requires separate debit and credit columns rather than a single signed amount
- Date conversion — Converts DD MMM YY to DD/MM/YYYY automatically
Import American Express Data into Sage
After converting your American Express statement with BankScan AI:
- In Sage Accounting, go to Banking > select your bank account > Import statement
- Upload the CSV, confirm column mapping (Date, Details, Paid in, Paid out), and import
Common Import Issues
Sage requires separate Paid in/Paid out columns — a single Amount column will fail. Also rejects imports where the date column contains time stamps.
Import American Express into Sage Today
Automatic date conversion (DD MMM YY to DD/MM/YYYY), column mapping, and format validation.
Import American Express to Sage Free