AI categorizationthat thinks likean accountant.
Zera AI doesn't just extract data—it understands it. Trained on millions of real-world financial transactions, our AI categorizes bank statement data with custom rules you define, then saves your schemes for instant reuse across all clients.
See how AI categorization can transform your workflow. Book a free 30-minute demo.
Trusted by CPAs and accountants at leading firms
The Challenge
Manual categorization is killing your productivity
Every bank statement has hundreds of transactions. Every transaction needs a category. And every client has different categorization schemes. Manual categorization is tedious, inconsistent, and eats hours you could spend on advisory work.
Time-Consuming
Manually reviewing and categorizing 200+ transactions per statement takes 45-90 minutes per client. Multiply that by your client base, and you're losing days every month.
Inconsistent Results
Same merchant, different spellings. Different team members, different categorization. Without standardization, your books are unreliable and audits become nightmares.
No Reusability
Most tools make you start from scratch every time. Set up rules once, then reuse them? Not with traditional OCR tools.
The Real Cost of Manual Categorization
3-4 hrs/week
Manual categorization time
40%
Error rate from inconsistency
Zero
Reusability across clients
The Solution
AI categorization that thinks like an accountant
Zera AI was trained on 3.2 million categorized transactions from real accounting workflows. It understands merchant variations, transaction patterns, and industry-specific categorization needs. Then it lets you customize everything.
Upload & Extract
Upload your bank statement. Zera AI extracts every transaction with 99.6% accuracy.
Define Categories
Create custom category groups (Office, Travel, Equipment) and define keywords for each. Zera AI matches transactions to your rules.
AI Auto-Categorizes
Zera AI applies your rules instantly. Handles merchant name variations (“AMZN”, “Amazon.com”, “AMZ*”) automatically.
Save & Reuse
Save your categorization scheme. Next time, just select it from your saved templates. Works across all clients.
Powerful Categorization Features
Handles vendor name variations automatically
Custom keyword matching per category
Save unlimited categorization schemes
Switch between schemes in one click
Integrates with client management system
Trained on 3.2 million real accounting transactions for maximum accuracy
Customer Story
How Ashish Josan saves 8-10 hours weekly with AI categorization
"I've been doing accounting for 12 years, and manual categorization has always been the most tedious part. When I found Zera Books' AI categorization, I was skeptical—I've tried other tools that promised automation and they either didn't work or didn't let you customize anything. But this one gets it. You set up your categories once, save the scheme, and it just works every time. The AI is surprisingly accurate at handling merchant variations, and the time I save goes straight into actually helping my clients with strategy instead of spending hours on data entry. If you're still categorizing manually, you're leaving money on the table."
Ashish Josan
Manager, CPA, Manning Elliott
Every
Client organized
8-10 hrs
Saved weekly
99.6%
Accuracy
Key results:
Capabilities
Everything you need to categorize like a pro
Custom Category Groups
Office Expenses
Travel & Entertainment
Equipment & Supplies
Contractor Payments
Marketing & Advertising
Cost of Goods Sold
Comparison
Why Zera AI beats manual categorization
Compare how Zera AI stacks up against traditional categorization methods
Related Topics
Explore everything related to AI transaction categorization
Features
Zera AI
AI-powered document processing
Smart Transaction Matching
Automatic transaction matching
Bank Statement Converter
Convert statements with auto-categorization
Invoice Processing
Auto-categorize invoice line items
Multi-Account Support
Categorize across multiple accounts
Zera OCR
Extract and categorize from scanned docs
Integrations
Ready to automate your transaction categorization?
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Trusted by CPAs and accountants at leading firms