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.
Sign up and start your trial
Every ZeraBooks account starts the same way, whichever product you use first.
Start your 7-day free trial
After sign-up you land on Start your free trial (/trial). Choose Monthly or Annual, click Start your free trial, and complete checkout on Stripe's secure page. A card is needed at checkout.
The trial starts on the ZeraBooks plan: $149 a month, or $79 a month billed yearly ($948 a year). You can move to a bigger plan later. See Plans and pages.
Choose Convert
The next screen asks What would you like to do first? Click Convert documents: "Statements and other PDFs in, clean CSV or Excel out, ready for QuickBooks, Xero or a spreadsheet."
The other choice, AI-Native General Ledger, is for having ZeraBooks keep the books. You can switch products later.
What the walkthrough covers
| Stop | Title | What it shows |
|---|---|---|
| 1 | Your last 30 days at a glance. | Home: documents converted in the last 30 days, pages used on your plan and what needs a look. |
| 2 | Upload a statement. Proven to the cent. | Bank & Credit Cards: upload statements, or drop them anywhere on the page. Transactions are split by account and cardholder and checked against the statement's own balances. |
| 3 | Checks, invoices, investments and more. | Each document type has its own page and its own upload button, and how each one is read and checked. |
Replay the walkthrough
Click ZeraBooks Convert at the top of the sidebar to open the menu.
Click Replay the walkthrough.
The same menu holds, in order: Switch to General Ledger (or Keep your books in ZeraBooks), Replay the walkthrough, Billing and Sign Out.
Move to the General Ledger
The menu at the top of the sidebar also leads to the ZeraBooks General Ledger, where ZeraBooks keeps the books:
If your account has the General Ledger, click Switch to General Ledger. It reads Switching… while it works. If the switch fails, you see "Could not open the General Ledger. Convert is unchanged. Please try again."
If it doesn't, click Keep your books in ZeraBooks to see what the General Ledger does.
Frequently Asked Questions
Is there a free version of Convert?
No. Every ZeraBooks plan starts with a 7-day free trial, and there is no free tier. See Plans and pages.
Why was I sent to the trial page?
Your account has no active subscription or trial yet. Start your 7-day free trial to open Convert.
My subscription ended. Can I still see my documents?
Yes. If you already have Convert documents, you can still open Convert and see them. Converting new documents needs a subscription: open the menu at the top of the sidebar, click Billing, then click Restart your subscription.
How do I watch the walkthrough again?
Open the menu at the top of the sidebar and click Replay the walkthrough.
Do I need to set anything up before I convert?
No. Open Bank & Credit Cards (or the page for your document) and upload a PDF. See Upload documents.
Learn more about Bank statement converter: Statements to checked Excel or CSV, split by account and cardholder.
Still stuck? A real person reads every message—come say hello.