Sage + Investor Reporting: Complete Workflow
Preparing for investor reporting and using Sage? Investors and VCs request bank statements during due diligence and ongoing reporting. Presenting raw PDF statements looks unprofessional and slows the process. BankScan AI bridges the gap between your bank's PDF statements and Sage's import feature.
BankScan AI → Sage for Investor Reporting
Convert bank statement PDFs to CSV formatted for Sage import. Convert your bank statements to clean Excel spreadsheets for professional investor reporting, burn rate analysis, and due diligence document preparation.
How It Works
Upload your bank statement PDF
Supports all major banks. Upload 12-24 months for due diligence; monthly or quarterly for ongoing investor reporting and board updates 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 investor reporting
Upload into Sage and use the reconciled data for investor reporting.
Supported Banks
BankScan AI works with all major UK and US banks, including:
Sage + Investor Reporting 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 Investor Reporting — Convert your bank statements to clean Excel spreadsheets for professional investor reporting, burn rate analysis, and due diligence document preparation.
Import for Investor Reporting into Sage
After converting your bank statements for investor reporting:
- 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 Investor Reporting
Due diligence typically runs 4-8 weeks with a tight data room deadline; ongoing investor reports are usually expected within 15 days of month-end
Convert for Sage + Investor Reporting