Convert Image Bank Statement to Excel
Upload JPG or PNG bank statement images and convert them to Excel, CSV, or QuickBooks format in minutes. Zera OCR extracts all transaction data with 99.6% accuracy—no manual typing required.
Converting a JPG or PNG bank statement image to Excel is simple with Zera Books. Upload your image file (from your phone, scanner, or screenshot), and Zera OCR automatically extracts all transaction data—dates, amounts, descriptions, and balances—into a clean, editable spreadsheet. Download as Excel, CSV, or QBO format for QuickBooks, Xero, or any accounting software. The entire process takes 2-3 minutes.
Unlike manual data entry (which takes 30-45 minutes per statement), Zera Books handles image-based bank statements with 99.6% accuracy. The proprietary Zera OCR technology recognizes all major bank formats and adapts to different image qualities—from high-resolution scans to smartphone photos.
Quick Takeaways:
- Zera OCR technology converts JPG, PNG, and image PDFs to Excel with 99.6% accuracy
- Works with smartphone photos—upload images directly from your phone camera
- Multi-account detection automatically separates checking, savings, and credit card accounts
- 2-3 minute conversion time versus 30-45 minutes of manual data entry
- Export to Excel, CSV, QBO, or OFX for QuickBooks, Xero, Sage, Wave, and other accounting software
With Zera Books, you can process image bank statements from any source—phone photos sent by clients, scanned images from physical statements, or screenshots from online banking portals. AI categorization automatically assigns QuickBooks categories to transactions, and batch processing lets you upload multiple images at once. Trusted by over 1,000 accountants and bookkeepers who save 8-10 hours weekly on bank statement processing.
How to Convert Image Bank Statement to Excel in 4 Steps
Follow these steps to convert JPG, PNG, or any image file to Excel using Zera Books. The entire process takes 2-3 minutes per statement.
Upload Your Image File
Upload your bank statement image (JPG, PNG, or scanned PDF) to Zera Books. You can drag and drop files, click to select from your device, or upload directly from your smartphone camera roll.
Supported formats: JPG, JPEG, PNG, image PDFs. Photos from smartphones, screenshots from online banking, or scanned images all work.
Zera OCR Processes the Image
Zera OCR technology automatically detects and extracts all transaction data from your image with 99.6% accuracy. The AI recognizes dates, amounts, descriptions, and account details—adapting dynamically to any bank format.
Processing time: 30-60 seconds. Zera AI handles varying image qualities, from sharp scans to slightly blurry phone photos. Multi-account detection separates checking, savings, and credit card data automatically.
Review and Edit Transactions
Review extracted transactions in a clean spreadsheet format. Edit any fields if needed, add categories, or split transactions before exporting. The interface shows dates, descriptions, debits, credits, and balances in an easy-to-verify format.
Quick review: Most statements are accurate on the first pass. Spend 30-60 seconds verifying data rather than 30-45 minutes retyping it manually.
Export to Excel or CSV
Download your data as Excel (.xlsx), CSV, or QBO format ready for QuickBooks, Xero, or any accounting software. Multiple export options available for different workflows and systems.
Export formats: Excel (.xlsx), CSV, QBO, OFX, IIF. If you have multiple accounts in one image, Excel export creates separate tabs for each account.
Why Accountants Choose Zera Books for Image to Excel Conversion
Zera Books is purpose-built for accounting professionals who need fast, accurate bank statement conversion—especially from image files sent by clients.
Works with Phone Photos
Clients often send bank statement photos via text or email. Zera OCR processes smartphone images just as accurately as scanned PDFs—no need to ask clients to rescan.
99.6% Extraction Accuracy
Proprietary Zera OCR technology is trained specifically on financial documents. Recognizes dates, amounts, descriptions, and balances across all bank formats without templates.
Multi-Account Detection
If one image contains checking, savings, and credit card accounts, Zera AI separates them automatically into different Excel tabs—no manual splitting required.
Export to Any Format
Download as Excel, CSV, QBO, OFX, or IIF for QuickBooks, Xero, Sage, Wave, and other accounting software. AI categorization pre-assigns QuickBooks categories.
Batch Processing
Upload multiple image files at once and process them in parallel. Perfect for bookkeepers managing 20+ clients with monthly statement conversion workflows.
Bank-Level Security
AES-256 encryption for all uploads and data. SOC 2 compliant. Images are deleted after processing. Your client data is never shared or used for training.
Manual Data Entry vs. Zera Books Image Conversion
Compare the traditional manual approach to automated image-to-Excel conversion with Zera Books.
| Factor | Manual Data Entry | Zera Books |
|---|---|---|
| Time per statement | 30-45 minutes | 2-3 minutes |
| Accuracy rate | 85-90% (typos, transpositions) | 99.6% |
| Image format support | Must retype from screen | JPG, PNG, scanned PDFs |
| Multi-account handling | Manual splitting required | Automatic detection |
| Phone photo support | Ask client to rescan | Works perfectly |
| Export formats | Manual Excel formatting | Excel, CSV, QBO, OFX, IIF |
| Monthly cost (20 clients) | $0 (10-15 hours lost time) | $79 (saves 8-10 hours) |
Time savings: For a bookkeeper managing 20 clients with monthly statements, Zera Books saves 8-10 hours per week—time that can be spent on higher-value advisory work or taking on more clients.
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Real Results from Real Professionals
"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
Ready to Convert Image Bank Statements in Minutes?
Join over 1,000 accountants and bookkeepers who save 8-10 hours weekly with Zera Books. Upload JPG or PNG images, get Excel output, and eliminate manual data entry. Start your trial today.
Try for one week$79/month unlimited conversions • No credit card required • Cancel anytime