Ocrolus Enterprise Sales vs Zera Books Self-Service
Ocrolus requires account managers, sales calls, and custom pricing proposals. Zera Books offers instant signup with transparent $79/month pricing. Compare enterprise vs self-service models for bank statement processing.
Two Different Business Models for Two Different Customers
If you searched for "Ocrolus self service" or "Ocrolus without account manager," you've discovered the fundamental difference: Ocrolus follows an enterprise sales model. There's no self-service signup. You can't see pricing on their website. You can't create an account and start converting bank statements immediately.
Ocrolus serves enterprise lenders—PayPal, SoFi, Square, LendingClub—who process thousands of loan applications monthly and need custom API integrations. For those use cases, an enterprise model makes sense. You get dedicated account managers, custom onboarding, and human-in-the-loop verification for lending decisions.
But if you're an accountant or bookkeeper who needs to convert client bank statements to Excel for month-end close, the enterprise model is massive overkill. You don't need sales calls. You don't need an account manager. You need to upload PDFs and download Excel files—today.
That's why Zera Books exists. Self-service signup, transparent $79/month pricing, instant access. No sales process, no account managers, no enterprise complexity. Just bank statement conversion built for accountants.
The Enterprise Sales Process vs Self-Service Signup
Ocrolus
Enterprise Sales Model
Step 1: Schedule Demo
Fill out form, wait for sales rep to contact you
Step 2: Discovery Call
45-60 min call to discuss requirements, use case, volume
Step 3: Custom Proposal
Wait 3-7 days for pricing proposal based on your volume
Step 4: Contract Negotiation
Review contract, negotiate terms, get procurement approval
Step 5: Implementation
API integration, technical setup, training sessions (2-6 weeks)
Timeline: 4-8 weeks minimum
From demo request to first conversion
Zera Books
Self-Service Model
Step 1: Create Account
Email + password, takes 30 seconds
Step 2: Start Trial
Add card, start 1-week trial for $1
Step 3: Upload PDF
Drag-and-drop bank statement PDF
Step 4: Download Excel
AI-categorized transactions ready for QuickBooks/Xero
Done
No sales calls, no onboarding, no training required
Timeline: 2 minutes
From signup to first conversion
What You Avoid with Zera Books Self-Service
No Sales Calls
No scheduling discovery calls. No 45-minute demos. No "let me loop in my manager." Just sign up and start converting.
With Ocrolus, expect 2-3 sales calls before you even see pricing.
No Account Manager
No waiting for your account manager to respond. No scheduling onboarding sessions. The platform works instantly—upload PDFs, download Excel.
Ocrolus assigns account managers for onboarding and support coordination.
No Custom Pricing
No "it depends on your volume" pricing. No negotiating annual contracts. Just $79/month unlimited—transparent and predictable.
Ocrolus pricing ranges from $74K-$522K annually based on market data.
Enterprise vs Self-Service: Side-by-Side
| Getting Started | Ocrolus (Enterprise) | Zera Books (Self-Service) |
|---|---|---|
| Signup Process | Schedule demo with sales | Email + password (30 sec) |
| Pricing Transparency | Custom quote after sales calls | $79/month (on website) |
| Sales Calls Required | Yes (2-3 minimum) | None |
| Account Manager | Assigned (required for support) | Not needed (self-service) |
| Onboarding Training | Required (1-2 weeks) | None (intuitive UI) |
| Time to First Conversion | 4-8 weeks | 2 minutes |
| Contract Length | Annual (typical) | Month-to-month |
| Technical Integration | API (developer required) | Upload/download (no coding) |
"We were drowning in bank statements from two provinces and multiple revenue streams. Zera Books cut our month-end reconciliation from three days to about four hours."
Manroop Gill
Co-Founder, Zoom Books
Why self-service matters:
"We needed a solution immediately—our accountant was drowning in manual work during month-end. We found Zera Books, signed up, and started converting statements the same day. No sales calls, no waiting for demos. Just instant results."
Which Model Makes Sense for You?
Ocrolus Enterprise Model
Makes sense if you are:
- A fintech company processing 10,000+ loan applications monthly
- A mortgage company needing fraud detection and risk scoring
- An enterprise with developer resources for API integration
- Comfortable with 4-8 week enterprise sales and onboarding
- Your use case requires dedicated account management
Zera Books Self-Service
Perfect if you are:
- An accounting firm processing client bank statements
- A bookkeeper handling month-end close for multiple clients
- A CPA who needs results today, not in 6 weeks
- Looking for transparent pricing without sales negotiations
- Want AI categorization for QuickBooks/Xero, not loan underwriting
Frequently Asked Questions
Does Ocrolus offer self-service signup?
No. Ocrolus requires you to schedule a demo and work with their sales team. You cannot sign up directly or see pricing without going through enterprise sales conversations. This process typically involves discovery calls, needs assessments, and custom proposals. Zera Books offers instant self-service signup—create an account and start converting in 2 minutes.
Do I need an account manager to use Ocrolus?
Yes. Ocrolus follows an enterprise model where you're assigned an account manager who handles onboarding, training, and ongoing support. This makes sense for large fintech companies processing thousands of loans. For accountants processing client bank statements, Zera Books provides self-service tools—no account manager required.
How long does the Ocrolus sales process take?
The Ocrolus enterprise sales process typically takes 2-6 weeks from initial demo request to signed contract. It involves discovery calls, requirements gathering, custom proposals, technical scoping, contract negotiations, and procurement approval. Zera Books has no sales process—sign up, add your card, start converting immediately.
Can I see Ocrolus pricing before talking to sales?
No. Ocrolus uses custom enterprise pricing with no published price list. You must schedule a demo and provide details about your use case, volume, and requirements before receiving a quote. Market data suggests enterprise pricing ranges from $74,000 to $522,000 annually. Zera Books is transparently priced at $79/month unlimited—no sales calls required.
Is Zera Books enterprise-ready?
Zera Books delivers enterprise-grade accuracy (99.6%) and security with a self-service model. While Ocrolus is built for enterprise lenders processing thousands of loans, Zera Books is built for accounting firms processing client bank statements. You get professional-grade results without enterprise complexity—bank-level encryption, unlimited processing, client management dashboard, all for $79/month.
What happens after I sign up for Zera Books?
Instant access. Create your account, upload your first bank statement PDF, and download your Excel file in minutes. No onboarding calls, no training sessions, no account manager required. The platform is designed for accountants—upload, convert, export to QuickBooks/Xero. If you need help, email support is available.
Related Ocrolus Comparisons
No Sales Calls. No Account Managers. Just Results.
Join 1,000+ accountants who chose self-service over enterprise complexity. Sign up in 30 seconds, convert your first statement in 2 minutes. $79/month unlimited.
30 seconds
Account creation
0 calls
Sales or onboarding
$79/mo
Transparent pricing