Batch Processing Bank Statements: FAQ

Batch processing allows you to upload and convert multiple bank statements simultaneously instead of one at a time. Upload 10, 50, or even 100+ statements at once and receive all converted files together. This is essential for accounting firms managing multiple clients.

With Zera Books, there's no limit on batch size. Process as many statements as you need in a single upload. Common batch sizes range from 10-100 statements per upload, but firms have processed 500+ statements in a single session.

Yes. Zera AI dynamically recognizes any bank format without requiring templates or pre-training. Mix statements from Chase, Bank of America, Wells Fargo, credit unions, and any other bank in the same batch. The AI adapts to each format automatically.

Failed statements are flagged without affecting other files in the batch. You'll receive converted files for all successful statements immediately. Failed statements can be retried separately, and you'll see a clear explanation of what went wrong.

Processing speed depends on statement complexity and document quality. Typically, a batch of 50 statements completes in 2-5 minutes. Digital PDFs (text-based) process faster than scanned documents that require OCR. Processing runs in the background—you don't need to keep the window open.

Yes. The client management dashboard lets you organize batch uploads by client. Each client's statements are tracked separately with full conversion history. You can filter, search, and download past conversions at any time.

Yes. Export all converted statements in your preferred format: QBO for QuickBooks Online, IIF for QuickBooks Desktop, CSV for Xero, or Excel for manual review. Export the entire batch at once or individual files as needed. Transactions are pre-categorized for direct import.

Individual files can be up to 100MB each. There's no cumulative batch size limit—upload as many statements as you need. Multi-page PDFs with hundreds of pages process without issues.

No. Zera Books offers unlimited conversions for $79/month. Batch processing is included—there are no per-page fees, no overage charges, and no limits on how many statements you process. Process 10 or 10,000 statements for the same monthly price.

Currently, batch processing is on-demand through the web interface. Upload files when ready and processing begins immediately. Many firms establish a weekly batch routine—collecting statements throughout the week and processing together.

Zera AI automatically detects and separates multiple accounts within single PDF files. If a client sends a combined statement with checking, savings, and credit card accounts, the system splits them into separate outputs automatically.

Batch processing accepts PDF files (both digital and scanned), as well as image files (JPG, PNG). Mix file formats in the same batch—the system handles each appropriately. Password-protected PDFs are supported if you provide the password.