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For Schools & Universities

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.

Grant code tracking
FERPA compliant
10-second processing

Education Finance Automation

Grant tracking time saved95%
Processing accuracy99.6%
Bank formats supportedAny format
Avg. monthly savings15+ hours

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.

12+ hours/month

Grant Tracking Complexity

Federal and state grants require meticulous expense categorization and fund code tracking across multiple accounts.

8+ accounts

Multi-Fund Accounting

General funds, student activities, endowments, and auxiliary services all require separate reconciliation.

Annual audits

Audit Compliance

State auditors require detailed financial records with proper fund categorization and grant tracking.

15+ hours/month

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 compliant

Multi-Fund Support

Handle general funds, student activity accounts, endowments, capital projects, and food service accounts in one platform.

All account types

Audit-Ready Records

Create audit-ready financial records with 99.6% accuracy. Perfect for state audits and GASB compliance reporting.

State approved

Budget vs Actual

Generate budget variance reports for board meetings. Track spending against appropriations by fund and function.

Board ready

Department Codes

Categorize expenses by department, school, program, or cost center. Add function and object codes before export.

Custom coding

FERPA Compliant

Bank-grade 256-bit encryption with automatic data deletion. Your financial data is never stored after conversion.

Privacy safe

How It Works

Convert school bank statements in four simple steps—no technical expertise required.

012 seconds

Upload Statement

Drag and drop your school bank statement PDF. Works with any bank format.

0210 seconds

Zera AI Extraction

Our AI trained on millions of formats extracts all transactions with 99.6% accuracy.

03Optional

Add Fund Codes

Add grant codes, fund numbers, and department classifications before export.

04Instant

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.

Title I/II trackingESSER fundingState audit prepBoard reporting

Universities & Colleges

Process multiple accounts for departments, auxiliaries, endowments, and research grants with multi-fund support.

Research grantsEndowment trackingAuxiliary servicesFinancial aid

Private Schools

Manage tuition accounts, donor funds, and operational expenses with limited business office staff.

Tuition accountsDonor trackingProgram budgetsAnnual audits

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.

FeatureZera BooksManual EntryOther Tools
Processing Time10 seconds20-30 minutes1-2 minutes
Monthly Cost$79 unlimited$600+ staff time$127+ variable
Grant Code SupportManualLimited
Multi-Fund AccountsUnlimitedManual splitExtra cost
FERPA ComplianceN/AVaries
Audit TrailCompleteManualBasic

Success Story

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

Frequently Asked Questions

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.

Try for one week
K-12 & Higher Ed
FERPA compliant
$79/month unlimited