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.