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General LedgerNewReportsFor accountants

Month-end reports for your clients

Custom Reports turns your live books into a month-end report you can email to a client as a PDF.

Pick the statements, add graphs and lists, choose a cover and attach supporting files. Publish a final snapshot, keep an editable copy, and email the PDF to your client with a short note.

Financial statements gained four presentation options in the same release, and the Financial Package downloads the Trial Balance, Profit & Loss, Balance Sheet and Cash Flow as one PDF.

See it in ZeraBooksWhere this release lives today.

Create a month-end report

General Ledger

General Ledger

Ask Zera: a bookkeeper you can talk to

Ask in plain words and Zera answers from your books or does the work, from a single fix to catching up months of bookkeeping, with every change shown for approval.

General Ledger

Transfers between your own accounts, recorded once

Pick another of your bank or card accounts as the category and ZeraBooks records a transfer, pairs it with the other side and keeps it out of income and expenses.

General Ledger

Answer Autopilot questions from your inbox

Answer Autopilot's questions straight from your inbox. Closed-month emails include the Profit & Loss as a PDF.

See every release

See what we ship next, inside ZeraBooks.

Start a 7-day trial of the General Ledger and Converter, or have our team do the books for you.

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