> For the complete documentation index, see [llms.txt](https://www.zerabooks.com/help/llms.txt).

# Product Guides

Eight short clips, starting with Ask Zera doing a whole month from one message, then each part of ZeraBooks in the order a bookkeeper works through a month. Each runs about 30 seconds with captions and no sound.

## Meet Zera. Ask, and your books get done.

Drop a month of statements and bills into **Ask Zera** and ask the way you'd ask a person: "can you do july for me". Zera plans the job, imports and checks every statement, files the transactions, approves and matches the bills, reconciles each account and signs the month off. It asks you only what only you can answer, and every change is logged and can be undone.

{% embed url="/videos/gl-walkthrough/zera.mp4" title="Ask Zera: one message, and the month is done" poster="/videos/gl-walkthrough/zera.jpg" %}

Learn more: [Do your books with Ask Zera](https://www.zerabooks.com/help/ask-zera/do-your-books-with-ask-zera).

## Upload a statement. The books start themselves.

Drop in each bank and card statement in **Banks & Cards**. Every transaction is read, checked against the statement's opening and closing balance, and categorized by AI as it lands. Transfers, card payments and owner draws are recognized on their own.

{% embed url="/videos/gl-walkthrough/banks.mp4" title="Banks & Cards: a statement categorized as it lands" poster="/videos/gl-walkthrough/banks.jpg" %}

Learn more: [Upload a statement](https://www.zerabooks.com/help/banks-and-cards/upload-a-statement).

## Your AI bookkeeper, with a paper trail

**Autopilot** does what it's sure of and asks about what it isn't, with one-tap answers ranked by confidence. Every action is logged with the reason and how sure it was, and changes to your books can be undone. You choose how much it does on its own.

{% embed url="/videos/gl-walkthrough/autopilot.mp4" title="Autopilot: what the AI did, one-tap questions and undo" poster="/videos/gl-walkthrough/autopilot.jpg" %}

Learn more: [What Autopilot does](https://www.zerabooks.com/help/autopilot/what-autopilot-does).

## Correct it once. It remembers.

Every transaction in the **Ledger** shows its category and why. Change one and similar transactions follow, now and next month. Closed months stay locked.

{% embed url="/videos/gl-walkthrough/ledger.mp4" title="Ledger: correct one transaction and the rest follow" poster="/videos/gl-walkthrough/ledger.jpg" %}

Learn more: [Apply a correction to similar transactions](https://www.zerabooks.com/help/banks-and-cards/apply-a-correction-to-similar-transactions).

## Upload a bill. It's read, approved and matched.

In **Bills**, the vendor, lines and tax are read for you. Confident bills are approved and matched to the payment on your statement, and near-duplicates are flagged before they post.

{% embed url="/videos/gl-walkthrough/bills.mp4" title="Bills: a bill read, approved and matched to its payment" poster="/videos/gl-walkthrough/bills.jpg" %}

Learn more: [Upload a bill](https://www.zerabooks.com/help/bills/upload-a-bill).

## Send invoices. Let it chase.

In **Invoices**, deposits are matched to their invoices, even one payment covering several. Small bank-fee shortfalls close themselves. Overdue customers get a polite reminder, but only when your books are current.

{% embed url="/videos/gl-walkthrough/invoices.mp4" title="Invoices: deposits matched and reminders sent" poster="/videos/gl-walkthrough/invoices.jpg" %}

Learn more: [Payment reminders](https://www.zerabooks.com/help/invoices/payment-reminders).

## Reconciled to the cent, every month

In **Reconciliations**, each account is checked against the bank's statement. Depreciation, loan interest and prepaid expenses are posted at month-end, and tied months are signed off and locked, with full history.

{% embed url="/videos/gl-walkthrough/reconcile.mp4" title="Reconciliations: tied, signed off and closed" poster="/videos/gl-walkthrough/reconcile.jpg" %}

Learn more: [How reconciliation works](https://www.zerabooks.com/help/reconciliations/how-reconciliation-works).

## Reports you can hand to anyone

**Financials** has the profit and loss, balance sheet, cash flow, trial balance and aging, plus a year-end review that flags 1099s and missing adjustments. Download PDF or Excel, or email them in one click.

{% embed url="/videos/gl-walkthrough/financials.mp4" title="Financials: statements, year-end review and export" poster="/videos/gl-walkthrough/financials.jpg" %}

Learn more: [Read your financials](https://www.zerabooks.com/help/reports-and-insights/read-your-financials).

## The walkthrough in the app

When you first open your books, ZeraBooks takes you through the same eight stops: **Meet Zera** first, then one per sidebar page. Each card reads **YOUR BOOKS, IN ORDER · 1 OF 8** and so on.

- Click **Next** and **Back** to move between stops, and **Finish walkthrough** on the last one.
- There's no skip button, and <kbd>Esc</kbd> doesn't close it.
- Your place is saved after each stop. If you close the tab partway, it picks up where you left off.

The clips on this page are the recordings from those stops, so you can watch any of them again here.

To take the whole walkthrough again, press <kbd>⌘</kbd> <kbd>K</kbd> (<kbd>Ctrl</kbd> <kbd>K</kbd> on Windows) anywhere in ZeraBooks and choose **Replay feature walkthrough** under **Quick actions**. Replaying doesn't change anything in your books.

## Frequently Asked Questions

<details>
<summary>Can I skip the walkthrough?</summary>

No. Click through to **Finish walkthrough** on the eighth stop. Your place is saved as you go.
</details>

<details>
<summary>Why did the walkthrough appear again?</summary>

ZeraBooks updated it. When the walkthrough changes, everyone sees the new version once.
</details>

<details>
<summary>How do I watch the walkthrough again?</summary>

Play any clip on this page, or press <kbd>⌘</kbd> <kbd>K</kbd> in ZeraBooks and choose **Replay feature walkthrough** to go through all eight stops again.
</details>

<details>
<summary>What does "Could not confirm completion. Please try Finish again." mean?</summary>

ZeraBooks couldn't save that you finished the walkthrough. Click **Finish walkthrough** again, or **Check completion** to see whether it was saved.
</details>

<details>
<summary>Do the clips have sound?</summary>

No. Each clip has captions instead of audio, so you can watch it anywhere.
</details>

---

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