Discover + Sage: Bridge the Gap
Need to get your Discover Financial Services bank statement into Sage? Discover uses MM/DD/YYYY and credit card format with Transaction Date, Post Date, Description, and Amount columns, plus Cashback Bonus summary; checking uses chronological Date/Description/Amount/Balance — 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 Discover 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. Discover checking and credit card statements include cashback rewards and promotional balance details. BankScan AI extracts all financial transactions with reward tracking.
How It Works
Upload your Discover PDF
Drag and drop your Discover statement. Supports PDF with MM/DD/YYYY handling.
AI converts for Sage
Our AI parses Discover'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
Discover to Sage Features
- Discover optimised — Trained on Discover's credit card format with Transaction Date, Post Date, Description, and Amount columns, plus Cashback Bonus summary; checking uses chronological Date/Description/Amount/Balance with MM/DD/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 MM/DD/YYYY to DD/MM/YYYY automatically
Import Discover Data into Sage
After converting your Discover 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 Discover into Sage Today
Automatic date conversion (MM/DD/YYYY to DD/MM/YYYY), column mapping, and format validation.
Import Discover to Sage Free