M&T Bank Statement ConverterPDF to Excel & CSV
Convert M&T Bank checking, savings, business, and credit card statements to Excel or CSV in seconds. Ready for QuickBooks, Xero, and accounting software.
TL;DR
M&T Bank PDF statements can be converted to Excel or CSV in 10 seconds using Zera Books. Our AI handles all M&T account types—personal checking, business accounts, savings, and credit cards—with 99.6% accuracy. Works with statements from M&T's Northeast and Mid-Atlantic branches including legacy Wilmington Trust formats. One-week trial available at $79/month.
Try for one weekAll M&T Bank Accounts Supported
From personal checking to commercial accounts—we handle every M&T statement format.
Personal Banking
- MyChoice Checking
- MyChoice Premium
- EZChoice Checking
- MyChoice Money Market
- Savings Accounts
Credit Cards
- M&T Visa Signature
- M&T Visa Platinum
- Business Credit Cards
- Rewards Cards
- Secured Cards
Business Accounts
- Business Interest Checking
- Business Savings
- Commercial Checking
- Treasury Management
- Escrow Accounts
How to Download M&T Bank Statements
M&T provides PDF statements through Web Banking and the mobile app.
Desktop Instructions
- 1Log in to M&T Web Banking at mtb.com
- 2Navigate to "Documents" or "Statements & Documents"
- 3Select your account and date range
- 4Download the PDF and upload to Zera Books
Mobile App Instructions
- 1Open the M&T Mobile Banking app
- 2Select your account and tap "Statements"
- 3Choose the statement period to download
- 4Share the PDF to upload to Zera Books
Pro tip: M&T stores up to 7 years of statements online. Convert historical statements for tax prep, audits, or reconciliation.
M&T Statement Problems—Solved
Why accounting teams struggle with M&T PDFs and how we fix it.
No Native CSV Export
M&T Web Banking provides PDF statements but lacks direct CSV or Excel export for transaction data.
Zera Books converts any M&T PDF to Excel or CSV in seconds with all transactions properly formatted.
Multi-Account Consolidation
Businesses with multiple M&T accounts need to merge statements for unified reporting.
Upload multiple M&T statements at once and export as one consolidated file or keep them separate.
Regional Format Variations
M&T acquired banks like Wilmington Trust and Hudson City have different statement formats.
Our AI handles all M&T statement layouts including legacy formats from acquired institutions.
QuickBooks Import Issues
Manual transaction entry from M&T PDFs creates errors and delays month-end close.
Our exports are pre-formatted for direct QuickBooks and Xero import with proper column mapping.
Convert in 3 Simple Steps
Transform your M&T PDF into accounting-ready data in under a minute.
Upload Your PDF
Drag and drop your M&T statement or click to browse. We accept all statement types.
AI Extracts Data
Zera AI identifies the M&T format and extracts every transaction with dates, descriptions, and amounts.
Export to Excel/CSV
Review the preview, make any edits, then download ready for QuickBooks or Xero.
Calculate Your M&T ROI
See how much time and money you save by automating M&T conversions.
Your Current Workflow
Your Savings with Zera Books
How CPAs Handle Multi-Bank Client Statements
"I've been doing accounting for 12 years, and manual bank statement processing has always been the worst part of the job. It's tedious, it's time-consuming, and one small mistake can throw everything off. When I found Zera Books, I was honestly skeptical—I've tried other tools that promised automation and they were either too expensive or didn't actually work. But this one just works. It handles whatever format you throw at it, the AI is surprisingly accurate, and it's actually affordable. The time I save goes straight into growing my firm's capacity and actually helping my clients with strategy instead of just data entry. Honestly, if you're a bookkeeper or accountant still doing this manually, you're leaving money on the table."
Ashish Josan
Manager, CPA at Manning Elliott
Results with Zera Books:
- 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)
- Can take on more clients without hiring additional staff
Why M&T Users Choose Zera Books
Features designed for accounting professionals who work with M&T statements regularly.
Fast Processing
Convert any M&T statement in 10 seconds. Batch upload multiple statements and process them all at once.
High Accuracy
Our AI is trained on thousands of M&T statement layouts including legacy formats from acquired banks.
All Accounts
Personal checking, business accounts, and all credit card types—every M&T statement works.
Common Use Cases
How professionals use Zera Books with M&T statements.
Monthly Bookkeeping
Import M&T transactions into QuickBooks or Xero for regular client bookkeeping.
Business Account Reconciliation
Convert M&T Business Checking and Savings statements for account reconciliation.
Tax Preparation
Extract annual transaction history for tax documentation and deductions.
Expense Analysis
Export to Excel for custom categorization and business expense analysis.
Multi-Account Consolidation
Combine statements from multiple M&T accounts into unified reports.
Audit Support
Convert historical statements for audit documentation and compliance.
Frequently Asked Questions
Everything you need to know about M&T statement conversion.
Related Resources
Explore more bank converters and accounting guides.
Ready to Convert Your M&T 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