FOR ACCOUNTANTS AND BOOKKEEPERS
ZeraBooks is AI accounting software for accountants and bookkeepers who keep books for clients. Each client is its own company in one login, with 3 clients included and $29 a month for each additional client. AI reads statements, categorizes from each client’s own history, reconciles and drafts month-end entries; you review, close the month and send the reports. One plan, $79 a month billed annually.
7-day free trial · 3 clients included · ZeraBooks builds custom solutions specifically for accounting firms.
HOW A FIRM WORKS IN ZERABOOKS
ALL CLIENTS
All Clients lists every business you keep books for: the latest month covered by a statement, how many transactions need review, how many statements need a look in reconciliation, and each client’s cash, receivables and payables. Click any number to go straight to the work.
LEARNS EACH CLIENT
Categorization is guided by each client’s chart of accounts and reviewed history, and your corrections take priority. What you teach Ask Zera about a business stays with that client and is never used for another.
Switch between clientsCLIENT REPORTING
Build a month-end, quarter-end or year-end report pack with a cover, executive summary, statements, charts and your notes, starting fresh or from last month’s report. Publish it as a final snapshot, download it as a PDF, or email the statements to your client with PDFs, the ledger CSV or an Excel workbook attached.
Create a month-end report
Try it on your own documents. One-week free trial, both apps included.
WHAT THE AI TAKES OFF YOUR PLATE
Statements are read, categorized and reconciled on upload, and each month is proven against the printed balances.
Autopilot links vendors and customers, approves documents that pass every check and matches them to their payments.
Depreciation, loan interest and prepaid spreads are drafted with the calculation in the memo.
Give Ask Zera months of statements in one message and it imports, categorizes, reconciles and closes them, asking only what it can’t tell.
What only the client knows, such as whether a charge was personal, is collected as plain-language questions.
FOR ACCOUNTING FIRMS
ZeraBooks builds custom solutions specifically for accounting firms. Used for financial data extraction by teams at top-20 U.S. accounting firms. Customer references are available on request.
Referrals from top-10 U.S. accounting firms are available as references on request. Book a call with Damin to talk through your firm’s workflow.
Most small-business accountants work in QuickBooks Online or Xero, plus tax and practice-management software. ZeraBooks is for accountants who want AI to do the routine bookkeeping for every client in one ledger, with each month proven against the bank statement.
AI is taking over routine bookkeeping such as categorizing, matching and drafting entries. Judgment, sign-off, tax and advice still need an accountant. ZeraBooks is built around that split: the AI asks instead of guessing and every action can be undone.
Common reasons include per-plan feature limits, per-client costs and time spent fixing bank-feed categorization. ZeraBooks has one plan with every feature, 3 clients included, and AI that categorizes from each client’s reviewed history.
One subscription at $79 a month billed annually or $149 monthly includes 3 active clients. Each additional active client is $29 a month, or $290 a year on annual billing. Archived clients and your own books don’t count.
No. A ZeraBooks account is for one person, with no client logins or team roles. You share results by publishing or emailing reports and statements.
Yes. For each client, upload the trial balance and unpaid invoice and bill reports from the old software as of the closing date, and ZeraBooks builds the opening books.
ONE-WEEK FREE TRIAL
Set up one client from last month’s statements and see the month done. 3 clients included, then $29 a month for each one you add.
Last updated October 1, 2026 · Written by Damin Mutti, founder of ZeraBooks