StatementConvert Multi-Account Detection Missing
StatementConvert requires manual splitting when clients send combined PDFs with checking, savings, and credit cards. Zera Books automatically detects and separates each account into individual Excel files.
TL;DR
StatementConvert doesn't auto-detect multiple accounts in one PDF. When clients send combined statements with checking, savings, and credit card accounts, you have to manually identify and split each account yourself.
Zera Books automatically detects all accounts in combined PDFs and separates them into individual Excel files - saving 15-20 minutes per multi-account statement.
The Multi-Account Problem
Here's what happens in the real world: clients send you bank statements as PDFs. These aren't always neat, single-account files. Banks like U.S. Bank send combined statements with multiple accounts - checking, savings, credit cards, and lines of credit all in one document.
When you upload these combined PDFs to StatementConvert, the tool doesn't automatically detect that there are multiple accounts inside. It processes the entire PDF as one account, mixing transactions from checking, savings, and credit cards into a single Excel file.
Manual Work Required
- •Open the PDF manually to identify how many accounts are included
- •Note the page numbers where each account starts and ends
- •Split the PDF using Adobe Acrobat or another tool
- •Upload each split PDF to StatementConvert separately
- •Download and organize each Excel file with the correct account name
According to industry research, accountants spend entire days compiling raw data before reconciliation even begins. Manual account separation is a significant contributor to this time drain, especially during tax season when you're processing hundreds of statements.
This manual splitting workflow adds 15-20 minutes per combined statement. Multiply that across 50+ clients with multi-account PDFs, and you're losing 12-16 hours every month just on administrative file management.
StatementConvert vs Zera Books: Multi-Account Detection
| Feature | StatementConvert | Zera Books |
|---|---|---|
| Multi-Account Detection | No automatic detection | Automatic detection and separation |
| Manual Splitting Required | Yes - split PDFs manually | No - fully automated |
| Separate File Outputs | Manual organization needed | Individual Excel per account |
| Account Metadata Preserved | Must track manually | Account numbers, types auto-labeled |
| Time Saved Per Combined PDF | Baseline (manual process) | 15-20 minutes saved |
| Pricing | See StatementConvert pricing → | $79/month unlimitedView pricing details → |
See the complete comparison between StatementConvert and Zera Books
Full StatementConvert comparisonHow Zera Books Auto-Detects and Separates Accounts
Upload Combined PDF
Drop your client's combined bank statement PDF into Zera Books. No need to pre-scan the document or manually identify accounts.
"Just upload the PDF as-is. Zera AI handles the rest."
Automatic Account Detection
Zera AI scans the PDF and identifies each distinct account - checking, savings, credit cards, lines of credit. The AI recognizes account boundaries, account numbers, and account types without any template training.
Individual Excel Files for Each Account
Zera Books generates separate Excel files for each account automatically. Each file is labeled with the account type and last four digits of the account number.
All files are ready to import into QuickBooks, Xero, or your accounting software of choice.
Benefits of Automatic Multi-Account Detection
Save 15-20 Minutes Per PDF
Eliminate manual PDF splitting, file organization, and account tracking. What used to take 20 minutes now happens automatically in seconds.
Reduce Manual Errors
No more accidentally mixing transactions from different accounts or losing account metadata during manual splits. Zera AI preserves accuracy.
Automatic Account Metadata
Each Excel file includes account numbers, account types (checking/savings/credit), and bank institution names - all extracted automatically.
Scale Impact: 50+ Clients
If you process 50 multi-account statements per month, automatic detection saves 12.5-16.5 hours monthly. That's 2-3 full workdays you can reallocate to higher-value client services.
According to industry research, AI-driven platforms can automatically separate multi-account statements, eliminating manual splitting work that previously consumed entire days of accountant time.
"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."
Ashish Josan
Manager, CPA at Manning Elliott
Ashish processes hundreds of bank statements monthly. Multi-account auto-detection eliminated hours of manual PDF splitting work.
See how StatementConvert compares for bank statement processingRelated Resources
Stop Manually Splitting Multi-Account PDFs
Zera Books automatically detects and separates checking, savings, and credit card accounts in combined bank statements. Save 15-20 minutes per PDF with unlimited processing for $79/month.