What Nanonets Does Well
Nanonets is a capable document extraction platform. Its OCR engine handles a variety of document types, and the API-first architecture makes it a strong choice for developers building custom document processing pipelines.
For teams with engineering resources who want to build their own extraction workflows from scratch, Nanonets provides the raw extraction layer. You train templates on your document types, wire up the API, and build whatever output pipeline you need.
The problem isn't extraction quality. It's everything that happens after extraction—specifically, how you organize and manage that extracted data across dozens of clients.
The Client Organization Gap
Nanonets treats every document upload as a standalone job. There's no concept of "clients" in the platform. No folders. No way to group conversions by client name. No conversion history organized around the entities you actually work with.
For a developer extracting invoice data from a single vendor, this is fine. For an accounting firm processing bank statements for 30 different clients every month, it creates real problems:
- No client folders to organize uploaded statements
- No way to see all conversions for a specific client
- No conversion history beyond API logs
- No dashboard showing client-level activity
- Every upload is a new, disconnected job
When a client calls asking about a statement you processed three months ago, you're digging through API logs or local files instead of clicking their name and seeing everything instantly.
Why Client Management Matters for Accounting Firms
Accounting firms don't process documents in isolation. Every bank statement, invoice, and financial document belongs to a client. The workflow is inherently client-centric:
Organize 20+ clients’ documents in one place
Maintain audit trails per client
Retrieve past conversions instantly
Streamline month-end workflows across clients
Without client-level organization, firms end up building their own tracking systems in spreadsheets or shared drives. That's manual overhead that defeats the purpose of automating document processing in the first place.
How Zera Books Solves Client Organization
Zera Books was designed from the ground up for multi-client accounting workflows. The client management dashboard is a core feature, not an afterthought:
- Organize all conversions by client with a dedicated dashboard
- Track complete conversion history per client
- Access any past statement with a single click
- See all client activity in one centralized view
- Manage multi-client workflows with batch processing for 50+ statements
Beyond organization, Zera Books adds AI transaction categorization mapped to QuickBooks and Xero chart of accounts, multi-account auto-detection within single PDFs, and direct integrations with major accounting software—layers of workflow automation that Nanonets simply doesn't offer.
And because Zera AI is trained on millions of financial documents, there's no template training required. Upload a statement from any bank and it works immediately.
When Nanonets Makes Sense
If you're a developer building a custom document processing pipeline with API integration, Nanonets is a powerful extraction engine. It gives you raw OCR capabilities and the flexibility to build whatever workflow layer you need on top.
For accounting firms that want a ready-to-use platform—one that handles client organization, conversion tracking, AI categorization, and accounting software integration out of the box—Zera Books provides the complete workflow layer that Nanonets lacks.
