Financial Statement Extraction API for Accounting Automation
Automate financial document processing with Zera Books API. Extract structured data from income statements, balance sheets, cash flow statements, and more. 99.6% accuracy powered by Zera AI trained on millions of financial documents.
Programmatic Access to Financial Document Processing
Manual financial statement processing creates bottlenecks in accounting workflows. Whether you're building accounting automation, integrating financial data into your platform, or processing statements at scale, API access eliminates manual data entry and reduces processing time from hours to seconds.
Zera Books API provides programmatic access to the same Zera AI technology that powers our web platform. Extract structured data from income statements, balance sheets, cash flow statements, bank statements, invoices, and checks—all through a single API endpoint.
Unlike generic document APIs that require custom training for each format, Zera AI dynamically processes any financial statement layout. No template configuration, no format training, no maintenance when document layouts change. Upload a financial statement and receive clean, structured JSON data ready for your accounting system.
Financial Statement Types Supported
Extract structured data from all major financial document types through a single API
Income Statements
Extract revenue, expenses, COGS, gross profit, operating income, and net income with line-item detail.
- Multi-period extraction
- Comparative analysis support
Balance Sheets
Extract assets, liabilities, equity with proper categorization and subtotals intact.
- Account hierarchy preserved
- Current/non-current splits
Cash Flow Statements
Extract operating, investing, and financing activities with proper categorization.
- Direct/indirect method support
- Reconciliation data
Trial Balances
Extract account numbers, names, debits, credits, and net balances from trial balance reports.
- Chart of accounts mapping
- Pre/post adjustment support
API Features Built for Accounting Automation
Zera AI Extraction
99.6% accuracy powered by AI trained on millions of financial documents. No template training required—dynamically processes any format.
- Handles any financial statement layout
- Scanned PDF and image support
- Weekly model updates
AI Categorization
Transactions automatically categorized using GAAP-trained AI matching QuickBooks and Xero chart of accounts structures.
- Standard accounting categories
- Confidence scores per category
- Customizable category mapping
Multiple Output Formats
Return data in JSON, Excel, CSV, QBO, or IIF formats. Pre-formatted for direct import into major accounting platforms.
- Structured JSON responses
- Direct QuickBooks/Xero formats
- Sage, Wave, Zoho compatible
API Use Cases for Financial Processing
Integrate financial statement extraction into your existing workflows and applications
Accounting Firm Automation
Build internal tools that automatically process client financial statements as they arrive. Route extracted data directly to QuickBooks or Xero for month-end close workflows.
- Automated document intake from email
- Batch processing for multiple clients
- Client portal integration
Financial Software Integration
Add financial statement extraction to your SaaS product. Let users upload statements and receive structured data within your application interface.
- White-label extraction capability
- Real-time processing webhooks
- Scalable document handling
Financial Analysis Pipelines
Feed extracted financial data into analysis tools, dashboards, and reporting systems. Build automated financial health monitoring from statement data.
- Ratio analysis automation
- Trend reporting from multi-period data
- Custom dashboard integration
Audit and Compliance
Extract financial statement data for audit preparation, compliance checks, and regulatory reporting. Maintain data integrity with structured extraction.
- Audit trail documentation
- Variance detection between periods
- Compliance report generation
"My clients send me all kinds of messy PDFs from different banks. This tool handles them all and saves me probably 10 hours a week that I used to spend on manual entry."
Ashish Josan
Manager, CPA at Manning Elliott
Why automated extraction matters:
"When you're processing statements for multiple clients every month, manual data entry kills your productivity. Having an API that handles any format means I can focus on analysis and advisory work instead of copying numbers from PDFs into spreadsheets."
API Extraction vs Manual Processing
| Metric | Manual Entry | Zera Books API |
|---|---|---|
| Processing Time | 30-60 min/statement | Under 30 seconds |
| Accuracy Rate | 95-98% (human error) | 99.6% field-level |
| Scalability | Limited by staff hours | Unlimited concurrent |
| Format Handling | Manual adaptation | Dynamic AI processing |
| Categorization | Manual lookup | GAAP-trained AI |
| Cost per Statement | $25-50 (staff time) | Unlimited at $79/mo |
Enterprise-Grade Security for Financial Data
Financial statements contain sensitive data. Zera Books API implements bank-level security to protect your clients' financial information throughout the extraction process.
AES-256 Encryption
All data encrypted in transit and at rest using bank-level encryption standards.
Automatic Data Deletion
Documents automatically deleted after 30 days. No data retention without explicit permission.
Secure Cloud Infrastructure
Enterprise-grade cloud hosting with redundancy and 99.9% uptime SLA.
No Third-Party Data Sharing
Your financial data stays private. No sharing with external parties or training on your documents.
API Pricing
$79/month
Unlimited API calls included
- All financial statement types
- Bank statements, invoices, checks
- AI categorization included
- No per-call or per-page fees
- No volume limits
- Web platform access included
Frequently Asked Questions
What types of financial statements can the API extract data from?
Zera Books API extracts data from income statements (P&L), balance sheets, cash flow statements, and trial balances. The API also processes bank statements, invoices, and checks, making it a comprehensive financial document extraction solution for accounting automation.
How accurate is the financial statement extraction?
Zera AI delivers 99.6% field-level extraction accuracy across all financial statement types. The AI is trained on millions of financial documents and validated by 50+ CPA professionals, ensuring reliable data extraction for accounting workflows.
Does the API integrate with QuickBooks and Xero?
Yes. Zera Books provides direct API integration with QuickBooks Online, QuickBooks Desktop (QBO/IIF export), and Xero. Extracted financial data is automatically formatted for seamless import with AI-categorized transactions matching your chart of accounts.
What output formats does the API support?
The API returns structured JSON data by default, plus supports Excel (.xlsx), CSV, QBO (QuickBooks), and IIF (QuickBooks Desktop) formats. Data is pre-formatted for Xero, Sage, Wave, Zoho Books, NetSuite, FreshBooks, MYOB, and Oracle.
Is the API secure for sensitive financial data?
Yes. Zera Books uses bank-level AES-256 encryption for all data in transit and at rest. Documents are automatically deleted after 30 days, and the platform follows enterprise-grade security standards. No financial data is retained without explicit permission.
What is the pricing for API access?
Zera Books API is included with the $79/month unlimited plan. Unlike per-call or per-page API pricing models, you get unlimited API calls for financial statement extraction, bank statements, invoices, and checks with no volume limits or overage fees.
Automate Financial Statement Processing Today
Start extracting data from financial statements in seconds. 99.6% accuracy, unlimited API calls, direct accounting software integration. No per-page fees, no volume limits.
99.6%
Extraction accuracy
Unlimited
API calls included
$79/mo
Flat rate pricing