πŸ‡¨πŸ‡­ Bank J. Safra Sarasin Cegid Integration Guide

Import Bank J. Safra Sarasin Statements into Cegid

Bank-specific import workflow from Bank J. Safra Sarasin to Cegid with AI extraction.

A Swiss private bank focused on sustainable banking and wealth management.

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Step-by-step: Bank J. Safra Sarasin β†’ Cegid

1

Download your Bank J. Safra Sarasin PDF statement

Log into your Bank J. Safra Sarasin online banking portal. Navigate to Accounts β†’ Statements β†’ 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 Bank J. Safra Sarasin PDF into the upload zone on your dashboard.

3

AI extracts your transactions

Our AI (DeepSeek + Gemini Vision) reads every transaction from your Bank J. Safra Sarasin statement β€” date, description, amount, IBAN, BIC, and payment reference. This takes 10–30 seconds.

4

Export as Cegid format

Click the Export button, select Cegid from the dropdown, and download your file. The A structured export compatible with Cegid Y2, Quadra Entreprises, and Cegid Compta.

5

Import into Cegid

Open Cegid and use the file import/bank import feature to load your exported file. All transactions are automatically mapped β€” no manual reconciliation needed.

FAQs β€” Bank J. Safra Sarasin + Cegid

Can I import Bank J. Safra Sarasin statements directly into Cegid?
Yes. Use EuroExtract to convert your Bank J. Safra Sarasin PDF to Cegid format, then import the exported file using Cegid's Bank Import or Transaction Import feature.
What transaction fields are included in the Cegid export?
The export includes: date, description, debit amount, credit amount, balance, IBAN, BIC, and payment reference β€” formatted specifically for Cegid import.
Is this GDPR compliant for processing Bank J. Safra Sarasin data?
Absolutely. Your Bank J. Safra Sarasin PDFs are processed on EU servers and deleted immediately after conversion. No financial data is stored or shared with any third party.

Import Bank J. Safra Sarasin into Cegid for free

3 free pages. No credit card. GDPR compliant.

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