Sage + Workers' Compensation: Complete Workflow
Preparing for workers' compensation and using Sage? Workers' compensation claims require bank statement analysis to verify pre-injury wages, track benefit payments, and identify return-to-work income for claim management. BankScan AI bridges the gap between your bank's PDF statements and Sage's import feature.
BankScan AI → Sage for Workers' Compensation
Convert bank statement PDFs to CSV formatted for Sage import. Convert bank statements to Excel for wage verification, benefit payment tracking, and income analysis supporting workers' compensation claims and disputes.
How It Works
Upload your bank statement PDF
Supports all major banks. Upload 12 months pre-injury for Average Weekly Wage (AWW) calculation; ongoing statements during the benefit period to detect unreported return-to-work income 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 workers' compensation
Upload into Sage and use the reconciled data for workers' compensation.
Supported Banks
BankScan AI works with all major UK and US banks, including:
Sage + Workers' Compensation 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 Workers' Compensation — Convert bank statements to Excel for wage verification, benefit payment tracking, and income analysis supporting workers' compensation claims and disputes.
Import for Workers' Compensation into Sage
After converting your bank statements for workers' compensation:
- 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 Workers' Compensation
Initial claims must be filed within state-specific deadlines (30-90 days from injury in most states); wage verification documents needed before temporary disability benefits are calculated
Convert for Sage + Workers' Compensation