AI-powered bank statementconverter.PDF to Excel in seconds.
Convert PDF bank statements to Excel, CSV, or QBO format with 99.6% accuracy. Auto-categorize transactions, manage multiple clients, and export directly to QuickBooks.
Have questions? Book a free 30-minute call with the founder.
Trusted by CPAs and accountants at leading firms
Audit and Finance teamsexcel with Zera Books
Meet Zera AI — trainedexclusively on financial documents
Not a generic AI with a finance prompt. Zera AI is our proprietary model built from the ground up to understand bank statements, invoices, and accounting workflows.
Smart Extraction
Our proprietary AI model trained on millions of financial documents understands bank statement formats, accounting terminology, and transaction patterns that generic AI simply misses.
- Trained on 10,000+ bank statement formats
- Understands accounting terminology & workflows
- Continuously improved by CPA feedback
45 transactions
2 items
One platform for your entireaccounting workflow
From bank statements to invoices, checks to client management — everything you need to automate financial data processing.
Convert bank PDFs to clean spreadsheets
Transform messy bank statement PDFs into structured Excel or CSV files. Works with 10,000+ banks worldwide with 99.6% accuracy.
- Works with Chase, Wells Fargo, Bank of America & more
- Handles multi-page statements automatically
- Preserves transaction details and categories
CHASE CREDIT CRD AUTOPAY
12/15/2024
PAYROLL DEPOSIT - ACME CORP
12/14/2024
AMAZON.COM*MK4RT92K3
12/13/2024
SHELL OIL 57442897234
12/12/2024
Average time savings reported
Everything you need, integrated
Average processing time
One workspace for allyour client work
Stop juggling spreadsheets and folders. Organize every client, every document, and every conversion in one professional workspace.
“What really stood out was when I suggested a small tweak to how files were organized. Damin had it updated within a day. That kind of responsiveness is rare. They actually listen to their users.”
Ashish Josan, CPA
Manager, Manning Elliott
Riverside Manufacturing
Summit Healthcare Group
Pacific Coast Ventures
Greenfield Properties
Unlimited Clients
Add as many clients as you need, no restrictions
Organized History
Every conversion tracked and searchable by client
Quick Access
Find any document in seconds, not minutes
Client Insights
See processing stats and activity per client
One subscription.Every tool. Unlimited.
Most converters charge per page or limit you to bank statements only. Zera Books gives you the complete platform — unlimited usage, every document type.
Unlimited usage included
No per-page fees, no document limits
Why unlimited matters
Per-page converters
Typical firm = $200-300+/month
Zera Books
Unlimited pages, flat monthly rate
Save 40-60%
vs per-page pricing at typical volume
“I was paying $200/month just for bank statements. Now I get everything for less.”
CPA, Solo Practice
“The unlimited model means I never worry about costs during busy season.”
Senior Accountant
Your financial data, protected
Built with security-first architecture. Your sensitive financial documents deserve enterprise-grade protection.
Try for one weekServer-Side Processing
Your documents are processed on secure cloud infrastructure — never on vulnerable client devices.
Encrypted Data
Bank-grade TLS encryption protects your files in transit. Your data stays protected end-to-end.
Auto-Delete
Uploaded files are automatically purged after processing. We don't store what we don't need.
Zero Data Sharing
Your financial data is never sold, shared, or used for training. Your data stays yours.
Compare Accounting Tools
Find the best software for your accounting workflow. See how Zera Books compares to other top solutions.
Ready to automate your bookkeeping?
Start your free trial today. No credit card required.