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Sage Bank Reconciliation

Convert any PDF bank statement to Sage-ready CSV format. Perfect column mapping for Sage 50 and Sage Intacct with AI-powered transaction categorization.

Streamline Sage Reconciliation

Bank reconciliation in Sage requires clean, properly formatted transaction data. Manual data entry from PDF statements is time-consuming and error-prone. Zera Books eliminates this bottleneck by converting any bank statement format to Sage-ready CSV with perfect column mapping.

Our AI-powered platform recognizes any bank statement layout, extracts transaction data with 99.6% accuracy, and formats it exactly how Sage expects. Whether you're using Sage 50 or Sage Intacct, you get clean CSV files ready for direct import.

Key Features for Sage Users

  • Sage-compatible CSV output with proper column headers
  • AI transaction categorization for Sage chart of accounts
  • Multi-account auto-detection for multiple bank accounts
  • Works with both Sage 50 and Sage Intacct
  • Batch processing for multiple statements
  • Unlimited conversions at flat monthly rate

How It Works

1

Upload Bank Statements

Upload PDF bank statements from any bank. Zera AI recognizes the format automatically - no template training required.

2

AI Extraction & Categorization

Zera AI extracts transaction data and auto-categorizes based on your Sage chart of accounts. Review and adjust categories as needed.

3

Import to Sage

Download Sage-formatted CSV and import directly into Sage 50 or Sage Intacct. Proper formatting ensures error-free imports.

Frequently Asked Questions

Automate Your Sage Reconciliation

Stop manual data entry. Start importing clean, categorized transactions.

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