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For the complete documentation index, see llms.txt. This page is also available as Markdown.

Getting Started

Open Convert, take the walkthrough and find your way around.


Getting Started:

Welcome to ZeraBooks Convert

Convert turns PDF statements, checks, invoices and other financial documents into checked data you can download as CSV or Excel.

Getting Started:

Start using Convert

Create your ZeraBooks account, start the 7-day free trial, choose Convert and take the short walkthrough. You can replay it, or move to the General Ledger, from the menu at the top of the sidebar.

Getting Started:

The Home page

Convert's Home shows the last 30 days at a glance: documents converted, pages used on your plan, what needs a look and your latest documents, plus a link to the ZeraBooks General Ledger.


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