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Bank Statement Processing Comparison

Receipt Bank vs Zera Books: Bank Statement Processing

Receipt Bank (now Dext) was built for scanning receipts and invoices. Bank statement processing was added later as a secondary feature. Zera Books was purpose-built for bank statements from day one.

When bank statements are your primary workflow, the difference between basic support and purpose-built processing becomes clear.

The Core Difference

Receipt Bank (Dext)

Receipt and invoice capture platform. Bank statement processing added as afterthought with basic extraction capabilities.

Zera Books

Bank statement conversion platform with Zera AI trained on 2.8M+ statements. AI categorization and multi-account detection built-in.

Receipt Bank's Bank Statement Support is Basic

Receipt Bank (now Dext) was founded in 2010 to photograph receipts and push expense data to accounting software. The platform excels at receipt capture, mobile uploads, and expense approval workflows.

Bank statement processing was added years later to check a feature box. The result is basic extraction that lacks the depth accounting firms need for monthly reconciliation: no multi-account auto-detection, limited AI categorization, and per-client pricing that scales poorly.

If you process 20+ bank statements monthly for bookkeeping clients, you need a tool built specifically for that workflow, not a receipt app with bank statement support added on.

The Key Question

If bank statements are your primary monthly workflow, would you rather use a receipt app that added bank statement support, or a platform purpose-built for bank statement processing from day one?

What Receipt Bank Lacks for Bank Statements

Receipt-focused platforms don't have the depth needed for serious bank statement workflows.

Multi-Account Auto-Detection

Manual account separation required
Automatic detection and Excel tabs

Zera AI detects checking, savings, and credit card accounts in a single PDF and creates organized Excel files with separate tabs. Receipt Bank requires manual splitting.

Critical for bank statement workflows

AI Transaction Categorization

Basic or no categorization
AI-mapped to QuickBooks/Xero categories

Zera Books automatically categorizes transactions (Income, Expense, COGS) for direct import. Receipt Bank focuses on receipt vendor matching, not transaction categorization.

Critical for bank statement workflows

Bank Format Coverage

Limited bank support
Zera AI trained on millions of statements

Zera AI dynamically processes any bank format without templates. Receipt Bank supports major banks but struggles with regional credit unions and international formats.

Critical for bank statement workflows

Reconciliation Workflow

Not designed for reconciliation
Built-in duplicate detection

Zera Books includes duplicate detection and fuzzy matching for reconciliation. Receipt Bank was designed for expense capture, not bank reconciliation.

Batch Processing

One-at-a-time processing
50+ statements simultaneously

Upload 50 bank statements at once during month-end close. Receipt Bank processes documents individually, adding time during high-volume periods.

Scanned Statement OCR

Receipt-optimized OCR
Zera OCR for financial documents

Zera OCR is trained specifically on scanned bank statements. Handles blurry PDFs, skewed images, and poor-quality scans with 95%+ accuracy.

Processing a Multi-Account Statement: Side by Side

Compare the actual steps to process a bank statement with checking, savings, and credit card accounts.

Receipt Bank (Dext)

1

Upload bank statement PDF

1 min
2

Wait for OCR processing

2-3 min
3

Manually identify where each account starts/ends

5-10 min
4

Export each account separately to Excel

5-8 min
5

Manually categorize transactions for QuickBooks

15-25 min
6

Import to accounting software

3-5 min
Total Time:31-52 min per client

Zera Books

1

Upload bank statement PDF

1 min
2

Zera AI auto-detects accounts, categorizes transactions

2-3 min
3

Download Excel with separate tabs per account

1 min
4

Quick review of AI categorizations

3-5 min
5

Import to QuickBooks/Xero

2 min
Total Time:9-12 min per client
70-80% faster per statement
Ashish Josan
"My clients send me all kinds of messy PDFs from different banks. This tool handles them all and saves me probably 10 hours a week that I used to spend on manual entry."

Ashish Josan

Manager, CPA at Manning Elliott

Pricing Comparison at Scale

Receipt Bank (Dext) charges per-client fees. Zera Books is unlimited for $79/month.

Client CountReceipt Bank (Dext)Zera BooksAnnual Savings
10 clients$234.99/month$79/month$1,872/year
20 clients$460-520/month$79/month$4,572-5,292/year
30 clients$690-780/month$79/month$7,332-8,412/year
50 clients$1,150-1,300/month$79/month$12,852-14,652/year

No per-client fees with Zera Books. Process unlimited bank statements for unlimited clients. At 50 clients, you save $12,852-14,652 per year compared to Receipt Bank (Dext).

When Each Platform Makes Sense

Use Receipt Bank (Dext) If:

Your primary workflow is receipt and invoice capture
You need mobile app for photographing receipts
Bank statements are less than 20% of your document volume
You need expense approval workflows
You have fewer than 5 bookkeeping clients

Use Zera Books If:

Bank statement processing is your primary monthly workflow
You do monthly bookkeeping for 10+ clients
You need multi-account auto-detection
You want AI categorization for QuickBooks/Xero
You need predictable flat pricing at any client count
You process financial statements, invoices, and checks too

Frequently Asked Questions

Can Receipt Bank (Dext) process bank statements?

Yes, Receipt Bank (now Dext) added bank statement processing as a feature. However, the platform was designed for receipts, and bank statement functionality is basic. You won't get multi-account auto-detection, AI transaction categorization, or the same level of bank format coverage as a purpose-built tool.

What does Zera Books have that Receipt Bank lacks for bank statements?

Zera Books has multi-account auto-detection (separates checking, savings, credit card automatically), AI transaction categorization (maps to QuickBooks/Xero chart of accounts), Zera AI trained on millions of bank statements (any format without templates), batch processing (50+ statements at once), and unlimited flat pricing ($79/month for any client count).

How much time does AI categorization save?

Manually categorizing transactions for QuickBooks/Xero typically takes 15-25 minutes per client. With Zera Books AI categorization, you review pre-mapped categories in 3-5 minutes. That saves 10-20 minutes per client per month, which adds up significantly at scale.

Does Zera Books process receipts and invoices?

Zera Books processes invoices (line item extraction, vendor info, totals) and checks, but is optimized for bank statements and financial statements. If receipts are your primary document type, Receipt Bank/Dext may be better. If bank statements are primary, Zera Books is the better choice.

Can I use both tools together?

Yes. Many accounting firms use Receipt Bank/Dext for receipt capture and Zera Books for bank statement conversion. This gives you specialized tools for each document type without paying for overlapping features you don't need.

Ready for Purpose-Built Bank Statement Processing?

$79/month unlimited bank statement conversions. Multi-account auto-detection, AI categorization, and batch processing designed specifically for accountants and bookkeepers.