Real Estate & Property Management

Real Estate Bank Statement Converter for Property Managers

Convert property bank statements to Excel in seconds. Track rental income, trust accounts, security deposits, and maintenance expenses across your entire portfolio with 99.6% accuracy.

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Real Estate Finance Challenges

Property managers and real estate professionals face unique accounting complexities that traditional bookkeeping tools aren't designed to handle.

Trust Account Compliance

Managing security deposits, rental income, and owner disbursements across multiple trust accounts while maintaining strict compliance with state regulations and audit requirements

Multi-Property Accounting

Tracking income and expenses separately for dozens of properties, creating individual owner statements, and reconciling across multiple bank accounts and entities

Rental Income Tracking

Recording rent payments, late fees, pet deposits, utility charges, and other property income across multiple units while matching payments to specific tenants and properties

Maintenance & Expense Allocation

Categorizing property maintenance, repairs, vendor payments, and capital improvements for accurate owner reporting and tax documentation

Owner Statement Preparation

Creating monthly owner statements showing property income, expenses, management fees, and net disbursements with supporting documentation for each transaction

Commission & Fee Tracking

Managing real estate commissions, leasing fees, management fees, and third-party charges across multiple transactions and payment schedules

How Zera Books Helps Real Estate Professionals

Zera Books automates property accounting workflows with AI-powered document processing designed specifically for real estate transactions.

Automated Trust Account Processing

Convert bank statements from trust accounts, operating accounts, and escrow accounts into structured Excel data in seconds with 99.6% accuracy

Property-Level Categorization

Tag transactions by property address, unit number, or owner entity for seamless property-specific reporting and owner statement generation

Audit-Ready Documentation

Maintain clean, organized financial records with complete transaction histories that meet state compliance requirements and pass trust account audits

Property Management Integration

Export data formatted for AppFolio, Buildium, PropertyWare, Yardi, and other property management platforms for seamless workflow integration

Simple 4-Step Workflow

From property statement upload to property management software export in under 60 seconds.

Upload Property Statements

Drop bank statements from trust accounts, operating accounts, or any property-related account into Zera Books

AI Categorizes & Extracts

Zera AI automatically identifies rental income, security deposits, maintenance expenses, owner disbursements, and property-specific charges

Tag by Property & Owner

Assign transactions to specific properties or owners using our edit interface before export

Export to Property Software

Download Excel/CSV files formatted for your property management or accounting software

Real Estate Features

Capabilities built specifically for property management and real estate accounting workflows.

Multi-Property Support

Track transactions across unlimited properties with property-level tagging and reporting

Trust Account Compliance

Maintain separate trust and operating account records with audit trails for regulatory compliance

Rental Income Automation

Automatically categorize rent payments, late fees, deposits, and other property income

Owner Statement Ready

Generate property-specific transaction reports formatted for monthly owner statements

Multi-Account Processing

Convert statements from multiple banks and account types in a single workflow

Expense Categorization

AI-powered categorization of maintenance, repairs, utilities, and other property expenses

Real Estate Use Cases

Property professionals across the industry rely on Zera Books for critical accounting workflows.

Property Management Companies

Track rental income, expenses, and owner disbursements across multiple properties and trust accounts

Real Estate Investors

Monitor property performance, calculate ROI, and prepare tax documentation for rental portfolios

Real Estate Brokers

Manage commission tracking, escrow accounts, and transaction-related expenses

Property Accountants

Prepare owner statements, reconcile trust accounts, and maintain compliance documentation

Trust Account Audits

Generate clean transaction records and reconciliation reports for regulatory audits

Multi-Entity Accounting

Separate finances for different LLCs, partnerships, or property ownership structures

Zera Books Platform Products

Complete document processing suite for real estate accounting operations.

Bank Statement Converter

Convert any bank PDF to Excel/CSV for trust accounts, operating accounts, and escrow accounts

Financial Statement Processor

Extract data from property income statements, balance sheets, and cash flow reports

Invoice & Check Processing

Process vendor invoices, maintenance bills, and check images for property expense tracking

Client Management Portal

Organize property owners, track conversions, and manage workflows for multiple clients

Property Management Software Integrations

Export data formatted for your property management and accounting platforms.

AppFolio

Property management platform

Buildium

Property management software

PropertyWare

Real estate management

Yardi

Enterprise property software

Zera Books vs. Manual Entry

See how automation transforms property accounting workflows.

Task	Manual Process	With Zera Books
Trust account statement processing	Manual entry, 2-3 hours per account	Automated extraction in 10 seconds
Property-level categorization	Manual tagging and allocation	AI-powered transaction tagging
Owner statement preparation	Hours of data compilation and formatting	Export property-specific reports instantly
Multi-account reconciliation	Separate manual process for each account	Batch process unlimited accounts together
Audit compliance documentation	Manual record organization and formatting	Audit-ready exports with complete transaction history
Software integration	Manual re-entry into property management software	Direct export to AppFolio, Buildium, Yardi, etc.

Frequently Asked Questions

Everything you need to know about using Zera Books for real estate accounting.

Does Zera Books work with trust account statements?

Yes! Zera Books is designed for real estate trust account compliance. It accurately extracts all transactions including security deposits, rental income, maintenance expenses, and owner disbursements while maintaining the formatting needed for regulatory audits and state compliance requirements.

Can I track transactions by individual property?

Absolutely. Use our transaction editing interface to tag each transaction with property addresses, unit numbers, or owner entities. This makes it easy to generate property-specific reports for monthly owner statements and performance tracking across your portfolio.

Which property management platforms does it integrate with?

Zera Books exports data formatted for all major property management platforms including AppFolio, Buildium, PropertyWare, Yardi, Rent Manager, and MRI Software. You can also export to QuickBooks, Xero, or universal CSV/Excel formats for maximum flexibility.

How does Zera Books handle security deposits and escrow accounts?

Zera AI automatically categorizes security deposit receipts, refunds, and interest payments. For escrow accounts, it identifies earnest money deposits, disbursements, and closing transactions. All data maintains the separation needed for trust account compliance and reconciliation.

Can I process statements from multiple bank accounts?

Yes. Process unlimited statements from any number of banks and account types—trust accounts, operating accounts, escrow accounts, or property-specific accounts. Batch process multiple statements together and export with property-level organization.

Is it secure enough for client trust account data?

Absolutely. Zera Books uses bank-level 256-bit encryption, processes everything in memory, and deletes files immediately after conversion. We're SOC 2 Type II certified with a zero data retention policy. Your client data is never stored or accessible after processing.

How much does it cost?

Zera Books is $79/month for unlimited conversions across all your properties and accounts. You get a 1-week trial to test it with your actual trust account statements. Most property managers save 30+ hours monthly on statement processing.

Can I create owner statements directly from the exports?

Yes. Tag transactions by property or owner, then export property-specific data for each owner. The structured Excel format includes dates, descriptions, amounts, and categories—everything needed for monthly owner statement preparation without manual reformatting.

“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

Ready to Transform Your Property Accounting?

Join property managers processing millions in rental income with Zera Books. Start your 1-week trial today.

Try for one week