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First Citizens + CIT + SVB Supported

First Citizens Bank Statement to Excel Converter

Upload any First Citizens Bank PDF statement and get clean, formatted Excel or CSV data in seconds. Full support for CIT Bank and Silicon Valley Bank legacy formats.

99.6% accuracy
10-second processing
Bank-grade security

All First Citizens Bank Formats Supported

Zera AI handles First Citizens Bank statements plus legacy formats from CIT Bank and Silicon Valley Bank acquisitions

First Citizens Personal Checking
First Citizens Business Checking
First Citizens Savings
First Citizens Money Market
CIT Bank Accounts
Silicon Valley Bank Legacy
First Citizens Commercial
First Citizens Treasury

Convert First Citizens Bank Statements in 4 Steps

From PDF upload to QuickBooks-ready data in under a minute

Step 1

Download Your Statement

Log into First Citizens digital banking and download your statement as a PDF from the Statements section.

Step 2

Upload to Zera Books

Drag and drop your First Citizens Bank PDF into the converter. Zera AI automatically detects the statement format.

Step 3

Review & Edit

Preview your extracted transactions in an editable table. Make any adjustments before exporting.

Step 4

Export to Excel or CSV

Download your clean, formatted data ready for QuickBooks, Xero, or any accounting software.

Why Choose Zera Books for First Citizens Bank

Purpose-built features for accountants handling First Citizens Bank clients across the Southeast

First Citizens-Trained AI

Zera AI is trained on First Citizens Bank statement formats including legacy CIT Bank and Silicon Valley Bank layouts.

Bank-Grade Security

256-bit encryption protects your data. Files are processed securely and auto-deleted after conversion.

10-Second Processing

Upload your First 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 First Citizens checking, savings, and business statements in a single PDF with automatic account separation.

Built for Accountants

Handle multiple clients with First Citizens Bank accounts efficiently. Batch processing available for high-volume workflows.

Calculate Your First Citizens Bank ROI

See how much time and money you save by automating First Citizens Bank statement conversions

Your Current Workflow

Your Savings with Zera Books

Monthly Hours Saved
11.8 hours
Monthly Cost Savings
$1096
After $79/month subscription
Annual Savings
$13152

How to Download First Citizens Bank Statements

Quick guide for First Citizens digital banking and mobile app

Desktop (firstcitizens.com)

  1. 1Log in to firstcitizens.com and select your account
  2. 2Navigate to "Statements & Documents"
  3. 3Choose your statement date and download PDF
Tip: First Citizens Bank stores up to 7 years of statement history online

Mobile App

  1. 1Open First Citizens app and tap your account
  2. 2Navigate to "Statements" section
  3. 3Select statement and share/save the PDF
CIT Bank and SVB legacy statements are also accessible through First Citizens digital banking
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
Results:
  • 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)

First Citizens Bank Converter Use Cases

How accounting professionals use Zera Books with First Citizens Bank clients

Month-End Reconciliation

Convert First Citizens business and commercial statements for fast month-end close. Import directly to QuickBooks or Xero.

SVB Migration Support

Process legacy Silicon Valley Bank statements alongside new First Citizens formats. Maintain continuity for startups and tech companies during the transition.

Multi-Client Management

Process statements for multiple First Citizens Bank clients efficiently. Batch upload and organize by client for streamlined workflows.

Frequently Asked Questions

Common questions about First Citizens Bank statement conversion

99.6%
Accuracy on First Citizens Bank statements
10 sec
Average conversion time
$79/mo
Unlimited conversions

Ready to Convert Your First Citizens Bank Statements?

Join thousands of accountants and bookkeepers who save hours every week with Zera Books. Start your one-week trial today.

Try for one week
$79/month unlimited
Cancel anytime
CIT + SVB formats included