🇬🇧 First Direct Sage Integration Guide

Import First Direct Statements into Sage

Bank-specific import workflow from First Direct to Sage with AI extraction.

HSBC's award-winning UK online and telephone bank.

First Direct bank hub → Country hub → First Direct vs Lloyds Bank → Barclays vs First Direct → First Direct vs HSBC UK → First Direct vs NatWest → First Direct vs Santander UK → First Direct vs Halifax →

Step-by-step: First Direct → Sage

Download your First Direct PDF statement

Log into your First Direct online banking portal. Navigate to Accounts → Statements → and download the PDF for the transaction period you need.

Upload to EuroExtract

Log in to EuroExtract (or create a free account in 30 seconds). Drag your First Direct PDF into the upload zone on your dashboard.

AI extracts your transactions

Our AI (DeepSeek + Gemini Vision) reads every transaction from your First Direct statement — date, description, amount, IBAN, BIC, and payment reference. This takes 10–30 seconds.

Export as Sage format

Click the Export button, select Sage from the dropdown, and download your file. The A pre-formatted export ready to import into Sage 50, Sage Comptabilité, and Sage Business Cloud.

Import into Sage

Open Sage and use the file import/bank import feature to load your exported file. All transactions are automatically mapped — no manual reconciliation needed.

Other 🇬🇧 banks → Sage

Lloyds Bank → Barclays → HSBC UK → NatWest → Santander UK → Halifax → Nationwide → Metro Bank → Virgin Money → TSB Bank → Clydesdale Bank → Yorkshire Bank → Allied Irish Bank (UK) → Bank of Ireland UK → Ulster Bank → Co-operative Bank → Post Office Bank → Tide → ANNA Money → Atom Bank → Chase UK → Shawbrook Bank → Aldermore Bank → Skipton Building Society → Coventry Building Society → Allica Bank → Monese → Royal Bank of Scotland (RBS) → Bank of Scotland → Al Rayan Bank → Marcus by Goldman Sachs UK → Zopa Bank → Kroo Bank → Secure Trust Bank → Gatehouse Bank → Citibank UK → Investec Bank UK → Nationwide Business Banking → Tandem Bank → Coutts & Co. → C. Hoare & Co. → Arbuthnot Latham → Ford Money → Cynergy Bank →

First Direct → other formats

Microsoft Excel → CSV → Plain Text → Cegid → Xero → QuickBooks → FEC →

FAQs — First Direct + Sage

Can I import First Direct statements directly into Sage?

Yes. Use EuroExtract to convert your First Direct PDF to Sage format, then import the exported file using Sage's Bank Import or Transaction Import feature.

What transaction fields are included in the Sage export?

The export includes: date, description, debit amount, credit amount, balance, IBAN, BIC, and payment reference — formatted specifically for Sage import.

Is this GDPR compliant for processing First Direct data?

Absolutely. Your First Direct PDFs are processed on EU servers and deleted immediately after conversion. No financial data is stored or shared with any third party.

Import First Direct into Sage for free

3 free pages. No credit card. GDPR compliant.

Start for free →