Sage + Grant Application: Complete Workflow
Preparing for grant application and using Sage? Grant applications often require evidence of financial health, cash flow, and how previous funding was spent — typically shown through bank statements. BankScan AI bridges the gap between your bank's PDF statements and Sage's import feature.
BankScan AI → Sage for Grant Application
Convert bank statement PDFs to CSV formatted for Sage import. Convert your bank statements to clear spreadsheets that demonstrate financial health, spending patterns, and fund usage for grant applications.
How It Works
Upload your bank statement PDF
Supports all major banks. Upload 3-12 months, depending on the funder; Arts Council and Innovate UK typically require 3 months, while National Lottery may require a full year 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 use for grant application
Upload into Sage and use the reconciled data for grant application.
Supported Banks
BankScan AI works with all major UK and US banks, including:
Sage + Grant Application Features
- 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 Grant Application — Convert your bank statements to clear spreadsheets that demonstrate financial health, spending patterns, and fund usage for grant applications.
Import for Grant Application into Sage
After converting your bank statements for grant application:
- 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 for Grant Application
Grant rounds have fixed closing dates; applications without complete financial evidence are typically rejected outright rather than given extensions
Convert for Sage + Grant Application