Sage + US Immigration & Visa: Complete Workflow
Preparing for us immigration & visa and using Sage? US immigration applications (H-1B, L-1, EB-5, family sponsorship) require bank statements proving financial capability. USCIS needs clear, organized financial evidence. BankScan AI bridges the gap between your bank's PDF statements and Sage's import feature.
BankScan AI → Sage for US Immigration & Visa
Convert bank statement PDFs to CSV formatted for Sage import. Convert bank statements to structured Excel spreadsheets showing balance history, income sources, and savings — formatted for USCIS evidence packages and immigration attorney review.
How It Works
Upload your bank statement PDF
Supports all major banks. Upload 12 months for most family-based petitions (I-864 Affidavit of Support); EB-5 investors need to show full source-of-funds history which may span several years 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 us immigration & visa
Upload into Sage and use the reconciled data for us immigration & visa.
Supported Banks
BankScan AI works with all major UK and US banks, including:
Sage + US Immigration & Visa 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 US Immigration & Visa — Convert bank statements to structured Excel spreadsheets showing balance history, income sources, and savings — formatted for USCIS evidence packages and immigration attorney review.
Import for US Immigration & Visa into Sage
After converting your bank statements for us immigration & visa:
- 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 US Immigration & Visa
USCIS RFE (Request for Evidence) responses are due within 30-87 days depending on the notice; expired evidence packages require complete resubmission
Convert for Sage + US Immigration & Visa