Education Bank StatementConverter
Convert school and university bank statements to Excel instantly. Track grant funding, manage multi-fund accounting, and prepare for state audits with Zera AI's 99.6% accuracy. Works with all banks.
Education Finance Automation
The Education Finance Challenge
School business offices face unique financial management challenges that generic accounting tools don't address. Grant tracking, multi-fund accounting, and audit compliance require specialized solutions.
Grant Tracking Complexity
Federal and state grants require meticulous expense categorization and fund code tracking across multiple accounts.
Multi-Fund Accounting
General funds, student activities, endowments, and auxiliary services all require separate reconciliation.
Audit Compliance
State auditors require detailed financial records with proper fund categorization and grant tracking.
Limited Staff Time
Business offices are understaffed while managing complex financial reporting requirements.
How Zera Books Solves Education Finance
Zera Books transforms how schools manage bank statement processing with AI-powered automation designed for governmental accounting requirements.
Grant Code Tracking
Add federal, state, and local grant codes to transactions before export. Track Title I, Title II, ESSER, and special education funding with precision.
GASB compliantMulti-Fund Support
Handle general funds, student activity accounts, endowments, capital projects, and food service accounts in one platform.
All account typesAudit-Ready Records
Create audit-ready financial records with 99.6% accuracy. Perfect for state audits and GASB compliance reporting.
State approvedBudget vs Actual
Generate budget variance reports for board meetings. Track spending against appropriations by fund and function.
Board readyDepartment Codes
Categorize expenses by department, school, program, or cost center. Add function and object codes before export.
Custom codingFERPA Compliant
Bank-grade 256-bit encryption with automatic data deletion. Your financial data is never stored after conversion.
Privacy safeHow It Works
Convert school bank statements in four simple steps—no technical expertise required.
Upload Statement
Drag and drop your school bank statement PDF. Works with any bank format.
Zera AI Extraction
Our AI trained on millions of formats extracts all transactions with 99.6% accuracy.
Add Fund Codes
Add grant codes, fund numbers, and department classifications before export.
Export Ready
Download Excel or CSV formatted for Skyward, PowerSchool, or QuickBooks import.
Who Uses Zera Books for Education
K-12 School Districts
Track grant funding, manage departmental budgets, and prepare for state audits with streamlined bank statement processing.
Universities & Colleges
Process multiple accounts for departments, auxiliaries, endowments, and research grants with multi-fund support.
Private Schools
Manage tuition accounts, donor funds, and operational expenses with limited business office staff.
Complete Education Finance Platform
Access all tools needed to streamline school financial management.
School Software Integrations
Export directly to your existing school accounting systems.
QuickBooks
School edition support
Sage Intacct
Nonprofit accounting
Xero
Small school districts
Skyward
K-12 finance modules
PowerSchool
Financial integration
Infinite Campus
Budget tracking
Zera Books vs Alternatives
See how Zera Books compares to manual entry and other tools.
| Feature | Zera Books | Manual Entry | Other Tools |
|---|---|---|---|
| Processing Time | 10 seconds | 20-30 minutes | 1-2 minutes |
| Monthly Cost | $79 unlimited | $600+ staff time | $127+ variable |
| Grant Code Support | Manual | Limited | |
| Multi-Fund Accounts | Unlimited | Manual split | Extra cost |
| FERPA Compliance | N/A | Varies | |
| Audit Trail | Complete | Manual | Basic |
Success Story

“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
Frequently Asked Questions
Related Resources
Convert any bank statement to Excel with AI
Industries HubSolutions for other industries and sectors
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AI CategorizationAuto-categorize transactions for grant codes and funds
Pricing$79/month unlimited conversions for schools
Works With All Major Banks
Convert statements from any bank used by your school or district
Ready to Transform Your School's Finance Office?
Join schools and universities saving 15+ hours monthly on grant tracking and financial reporting. Start your one-week trial today.
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