Coutts + Sage: Bridge the Gap
Need to get your Coutts & Co bank statement into Sage? Coutts uses DD MMM YYYY and premium layout with separate current account, savings, and investment summary sections — 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 Coutts 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. Coutts private banking statements have a premium layout with additional wealth summary sections that BankScan AI filters correctly.
How It Works
Upload your Coutts PDF
Drag and drop your Coutts statement. Supports PDF with DD MMM YYYY handling.
AI converts for Sage
Our AI parses Coutts'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
Coutts to Sage Features
- Coutts optimised — Trained on Coutts's premium layout with separate current account, savings, and investment summary sections with DD MMM YYYY 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 YYYY to DD/MM/YYYY automatically
Import Coutts Data into Sage
After converting your Coutts 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 Coutts into Sage Today
Automatic date conversion (DD MMM YYYY to DD/MM/YYYY), column mapping, and format validation.
Import Coutts to Sage Free