Sage + Visa Application: Complete Workflow
Preparing for visa application and using Sage? UK visa applications (Tier 1, Tier 2, spouse, student) require bank statements proving financial capability. The Home Office needs clear, organised financial evidence. BankScan AI bridges the gap between your bank's PDF statements and Sage's import feature.
BankScan AI → Sage for Visa Application
Convert bank statement PDFs to CSV formatted for Sage import. Convert your bank statements to structured Excel spreadsheets that clearly show your balance history, income sources, and regular savings — formatted for visa evidence bundles.
How It Works
Upload your bank statement PDF
Supports all major banks. Upload 6 months for most visa categories; 12 months for Innovator Founder and some ILR applications 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 visa application
Upload into Sage and use the reconciled data for visa application.
Supported Banks
BankScan AI works with all major UK and US banks, including:
Sage + Visa 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 Visa Application — Convert your bank statements to structured Excel spreadsheets that clearly show your balance history, income sources, and regular savings — formatted for visa evidence bundles.
Import for Visa Application into Sage
After converting your bank statements for visa 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 Visa Application
Statements must cover the period ending no more than 31 days before the visa application date; delays mean re-obtaining fresh statements
Convert for Sage + Visa Application