Investec + Sage: Bridge the Gap
Need to get your Investec Bank UK bank statement into Sage? Investec uses DD MMM YYYY and premium layout with separate banking and investment sections, each with their own column structures — 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 Investec 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. Investec private banking statements include investment account summaries alongside current account transactions. BankScan AI separates and converts the banking transactions.
How It Works
Upload your Investec PDF
Drag and drop your Investec statement. Supports PDF with DD MMM YYYY handling.
AI converts for Sage
Our AI parses Investec'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
Investec to Sage Features
- Investec optimised — Trained on Investec's premium layout with separate banking and investment sections, each with their own column structures 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 Investec Data into Sage
After converting your Investec 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 Investec into Sage Today
Automatic date conversion (DD MMM YYYY to DD/MM/YYYY), column mapping, and format validation.
Import Investec to Sage Free