Citizens Bank + Sage: Bridge the Gap
Need to get your Citizens Financial Group bank statement into Sage? Citizens Bank uses MM/DD and traditional layout with Date, Description, Debits, Credits, and Balance columns, plus a detailed Service Charge Summary section — 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 Citizens Bank 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. Citizens Bank statements include both personal and business formats with detailed fee breakdowns. BankScan AI extracts transactions while noting service charges separately.
How It Works
Upload your Citizens Bank PDF
Drag and drop your Citizens Bank statement. Supports PDF with MM/DD handling.
AI converts for Sage
Our AI parses Citizens Bank'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
Citizens Bank to Sage Features
- Citizens Bank optimised — Trained on Citizens Bank's traditional layout with Date, Description, Debits, Credits, and Balance columns, plus a detailed Service Charge Summary section with MM/DD 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 MM/DD to DD/MM/YYYY automatically
Import Citizens Bank Data into Sage
After converting your Citizens Bank 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 Citizens Bank into Sage Today
Automatic date conversion (MM/DD to DD/MM/YYYY), column mapping, and format validation.
Import Citizens Bank to Sage Free