Sage + Solicitors: Faster Bank Import
Solicitors reviewing financial disclosure in divorce, fraud, or commercial cases need to analyse bank statements quickly and accurately. If you use Sage for your accounting, you need a fast way to get bank statement data into the system.
BankScan AI for Solicitors Using Sage
BankScan AI converts any bank statement PDF to CSV formatted for direct import into Sage. Convert client and third-party bank statements to searchable, sortable Excel spreadsheets for faster case analysis and evidence preparation.
The Solicitors + Sage Workflow
Solicitors receive bank statements as part of financial disclosure in family, fraud, or commercial litigation. They review statements to trace assets, verify income claims, identify suspicious transactions, and prepare schedules for counsel. Statements are often cross-referenced against Form E declarations in family proceedings.
Key terms you'll encounter: financial disclosure, Form E, asset tracing, client account reconciliation.
How It Works
Upload any bank statement PDF
Supports all major banks. Saves 1-2 hours per case on financial disclosure analysis, with complex matrimonial cases saving up to 4 hours per set of statements
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 Solicitors
- 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 Solicitors — Saves 1-2 hours per case on financial disclosure analysis, with complex matrimonial cases saving up to 4 hours per set of statements
- Software compatible — Output works directly with Clio, LEAP Legal Software, PracticeEvolve
Import Steps for Solicitors Using Sage
As solicitor, 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 Solicitors
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 + Solicitors