Sage + Architects: Faster Bank Import
Architects bill in stages against project milestones, manage professional indemnity costs, and track expenses across multiple projects simultaneously. If you use Sage for your accounting, you need a fast way to get bank statement data into the system.
BankScan AI for Architects Using Sage
BankScan AI converts any bank statement PDF to CSV formatted for direct import into Sage. Convert your bank statements to structured spreadsheets to match stage payments against projects, track professional fees, and prepare for your accountant.
The Architects + Sage Workflow
Architects invoice clients at RIBA work stages (concept, developed design, technical design, construction), then reconcile bank statements to verify payments received against each project. They track project-specific expenses like survey fees, model-making costs, and travel, and allocate them against project budgets for profitability analysis.
Key terms you'll encounter: RIBA work stages, stage payment, fee proposal, professional indemnity.
How It Works
Upload any bank statement PDF
Supports all major banks. Saves 1-2 hours per month on project payment tracking and expense allocation across concurrent projects for a typical small practice
AI formats for Sage
Output as CSV with Date, Details/Reference, Paid in, Paid out — Sage requires separate debit and credit columns rather than a single signed amount — dates in DD/MM/YYYY.
Import and reconcile
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's bank reconciliation remembers previous matching rules, so repeat transactions from the same payee are auto-suggested for the same nominal code.
Supported Banks
BankScan AI works with all major UK and US banks, including:
Sage Features for Architects
- Sage ready — Output formatted as CSV matching Sage's expected column structure
- Smart integration — Sage's bank reconciliation remembers previous matching rules, so repeat transactions from the same payee are auto-suggested for the same nominal code.
- Built for Architects — Saves 1-2 hours per month on project payment tracking and expense allocation across concurrent projects for a typical small practice
- Software compatible — Output works directly with Xero, FreeAgent, Harvest
Import Steps for Architects Using Sage
As an architect, here's how to get bank data 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
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.
Sage Import — Built for Architects
UK heritage brand with 30+ years in accounting software. Sage 50 Desktop remains dominant in mid-market, while Sage Accounting targets cloud-first small businesses.
Try Free — Sage + Architects