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ZeraBooks General Ledger—What can we help you find?

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

Find step-by-step guides to set up your books, bring in your bank statements, close each month and report on it in ZeraBooks.

Getting Started

Sign up, set up your first company and bring your existing books over.

Banks & Cards

Add accounts, upload statements and get every transaction in the right category.

Accounting Workflows

Autopilot, the Ledger, reconciliations, bills, invoices and the people you do business with.

Reports & Insights

Dashboards, financial statements and month-end reports for your clients.

Clients

For bookkeepers: add, switch between and manage client companies.

My Account

Company settings, your profile and security, billing and your trial.

FAQs & Troubleshooting

Answers to the most common questions, and every error message explained.


Still stuck? A real person reads every message—come say hello.