Sage + Rental Application: Complete Workflow
Preparing for rental application and using Sage? Letting agents and referencing agencies require 3 months of bank statements to verify tenant income and affordability. Tenants need to provide clear, readable statements. BankScan AI bridges the gap between your bank's PDF statements and Sage's import feature.
BankScan AI → Sage for Rental Application
Convert bank statement PDFs to CSV formatted for Sage import. Convert your bank statements to Excel format for clean, professional-looking financial evidence that speeds up your rental application.
How It Works
Upload your bank statement PDF
Supports all major banks. Upload 3 months of recent statements, covering the period immediately before the application 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 rental application
Upload into Sage and use the reconciled data for rental application.
Supported Banks
BankScan AI works with all major UK and US banks, including:
Sage + Rental 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 Rental Application — Convert your bank statements to Excel format for clean, professional-looking financial evidence that speeds up your rental application.
Import for Rental Application into Sage
After converting your bank statements for rental 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 Rental Application
Rental properties move fast, especially in London; referencing must often be completed within 24-48 hours to secure the property before another applicant
Convert for Sage + Rental Application