Convert Citizens Bank Statements to Excel or CSV
Upload any Citizens Bank PDF — Business EveryDay, Unlimited, Cash Back Plus cards, or treasury reports — and get clean, formatted data in seconds. Built for Northeast accountants and bookkeepers.
All Citizens Bank Formats Supported
Zera AI is trained on every Citizens Bank statement type — personal, business, credit cards, and commercial accounts
Convert Citizens Bank Statements in 4 Steps
From PDF upload to QuickBooks-ready data in under a minute
Download Your Statement
Log into Citizens Bank online banking and download your statement as a PDF from the Statements & Documents section.
Upload to Zera Books
Drag and drop your Citizens Bank PDF into the converter. Zera AI automatically detects the statement format.
Review & Edit
Preview your extracted transactions in an editable table. Make any adjustments before exporting.
Export to Excel or CSV
Download your clean, formatted data ready for QuickBooks, Xero, or any accounting software.
Why Choose Zera Books for Citizens Bank
Purpose-built features for accountants handling Citizens Bank clients in the Northeast
Citizens-Trained AI
Zera AI is trained on thousands of Citizens Bank statement formats including Business EveryDay, Unlimited, and treasury reports.
Bank-Grade Security
256-bit encryption protects your data. Files are processed securely and auto-deleted after conversion.
10-Second Processing
Upload your Citizens Bank PDF and get Excel or CSV output in seconds, not hours of manual data entry.
Accounting-Ready Output
Export formats designed for QuickBooks, Xero, Sage, and Wave. No reformatting required.
Multi-Account Support
Process Citizens checking, savings, and credit card statements in a single PDF with automatic account separation.
Built for Accountants
Handle multiple clients with Citizens Bank accounts efficiently. Batch processing available for high-volume workflows.
Calculate Your Citizens Bank ROI
See how much time and money you save by automating Citizens Bank statement conversions
Your Current Workflow
Your Savings with Zera Books
How to Download Citizens Bank Statements
Quick guide for Citizens Bank online banking and mobile app
Desktop (citizensbank.com)
- 1Log in to citizensbank.com and select your account
- 2Click "Statements & Documents" in the menu
- 3Choose your statement date and download PDF
Mobile App
- 1Open Citizens Bank app and tap your account
- 2Navigate to "Statements" section
- 3Select statement and share/email the PDF to yourself
"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."
- Saves 8-10 hours per week on bank statement processing
- Handling every client monthly with consistent turnaround times
- Reduced errors from manual transcription (no more typos in amounts)
Citizens Bank Converter Use Cases
How accounting professionals use Zera Books with Citizens Bank clients
Month-End Reconciliation
Convert Citizens Business EveryDay and Unlimited statements for fast month-end close. Import directly to QuickBooks or Xero.
Tax Preparation
Pull 7 years of Citizens Bank history for tax filing. Zera Books handles archived statements from closed accounts too.
Multi-Client Management
Process statements for multiple Citizens Bank clients efficiently. Batch upload and organize by client for streamlined workflows.
Frequently Asked Questions
Common questions about Citizens Bank statement conversion
Which Citizens Bank accounts are supported?
Zera Books supports all Citizens Bank account types including personal checking, Citizens Business EveryDay, Business Unlimited, Cash Back Plus credit cards, Citizens Access savings, commercial treasury accounts, and archived statements from closed accounts.
How accurate is the Citizens Bank conversion?
Zera AI achieves 99.6% accuracy on Citizens Bank statements. Our AI is specifically trained on Citizens Bank formats including their unique layouts for business and treasury accounts. You can review and edit all transactions before export.
Can I convert old Citizens Bank statements?
Yes. Citizens Bank provides up to 7 years of statement history through online banking. Upload any archived PDF and Zera Books will convert it instantly for reconciliation, audits, or tax preparation.
What export formats are available?
Export your Citizens Bank data as Excel (.xlsx) or CSV files formatted for QuickBooks, Xero, Sage, Wave, and other accounting software. Choose the format that matches your workflow.
Is my Citizens Bank data secure?
Absolutely. We use 256-bit bank-grade encryption, process files in isolated environments, and auto-delete all data after conversion. Your financial information is never stored or shared.
How much does it cost?
Zera Books is $79/month for unlimited conversions. Start with a one-week trial to test the platform with your Citizens Bank statements.
Other Banks We Support
Zera Books works with 4,000+ bank statement formats
Ready to Convert Your Citizens Bank Statements?
Join thousands of accountants and bookkeepers who save hours every week with Zera Books. Start your one-week trial today.
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