For the complete documentation index, see
llms.txt. This page is also available as
Markdown.
Guides for turning bank statements, checks, invoices and other financial documents into checked data you can download as CSV or Excel.
Getting Started
Open Convert, take the walkthrough and find your way around.
Converting Documents
Upload statements, checks, invoices and other documents, and check what ZeraBooks read.
Downloading
Download your converted data as CSV or Excel, one document or several together, in a ready-made format for your software.
Plan & Billing
Your plan’s pages, changing plans and billing.
FAQs & Troubleshooting
Answers to common Convert questions, and every error message explained.