🇨🇭 PostFinance Sage Integration Guide

Importer PostFinance dans Sage - Guide

Workflow complet PostFinance -> Sage en moins de 30 secondes.

Switzerland's leading financial institution for payment transactions, owned by Swiss Post.

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Step-by-step: PostFinance → Sage

1

Download your PostFinance PDF statement

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

2

Upload to EuroExtract

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

3

AI extracts your transactions

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

4

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.

5

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.

FAQs — PostFinance + Sage

Can I import PostFinance statements directly into Sage?
Yes. Use EuroExtract to convert your PostFinance 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 PostFinance data?
Absolutely. Your PostFinance PDFs are processed on EU servers and deleted immediately after conversion. No financial data is stored or shared with any third party.

Import PostFinance into Sage for free

3 free pages. No credit card. GDPR compliant.

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