πŸ‡¬πŸ‡§ Chase UK Sage Integration Guide

Import Chase UK Statements into Sage

Bank-specific import workflow from Chase UK to Sage with AI extraction.

JPMorgan Chase's UK digital bank, launched in 2021 for retail customers.

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Step-by-step: Chase UK β†’ Sage

1

Download your Chase UK PDF statement

Log into your Chase UK 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 Chase UK PDF into the upload zone on your dashboard.

3

AI extracts your transactions

Our AI (DeepSeek + Gemini Vision) reads every transaction from your Chase UK statement β€” 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 ComptabilitΓ©, 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 β€” no manual reconciliation needed.

FAQs β€” Chase UK + Sage

Can I import Chase UK statements directly into Sage?
Yes. Use EuroExtract to convert your Chase UK 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 β€” formatted specifically for Sage import.
Is this GDPR compliant for processing Chase UK data?
Absolutely. Your Chase UK PDFs are processed on EU servers and deleted immediately after conversion. No financial data is stored or shared with any third party.

Import Chase UK into Sage for free

3 free pages. No credit card. GDPR compliant.

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