How do I convert He PDF to CSV?

Upload your PDF statement, select CSV as output, review extracted transactions, and download the file for import into iCount.

Which accounting software supports CSV import?

Our CSV files work with iCount, Green Invoice, QuickBooks and other major accounting platforms in your region.

Is my bank data secure?

Yes. Files are encrypted in transit, processed securely, and deleted automatically. GDPR compliant.

Xero and Sage: How to Import Your Bank Data

Automatically import bank transactions into Xero or Sage. Complete guide with CSV, OFX and MT940 formats.

Automatically import bank transactions into Xero or Sage. Complete guide with CSV, OFX and MT940 formats. This guide walks US business owners and bookkeepers through the practical steps, combining real-world workflows with IRS documentation requirements.

Why this matters for US businesses

Sage (The Sage Group plc) accepts the following import formats: CSV, OFX, QBO, MT940, CAMT.053. Default target format: CSV.

Step by step

Convert your PDF statement to MT940 or CSV via ClearVault
Open Sage and go to "Sage"
Select the converted file
Review and post the transactions

Practical tips

Large family of products (Sage 50, Sage Business Cloud, Sage Intacct) across SMB to mid-market.