4.9 Rating•1,000+ Active Users

Automate Your FreshBooks Bank Imports

Upload any PDF bank statement and receive a FreshBooks-ready CSV in seconds. Our AI extraction normalizes income and expense columns, applies the correct sign logic, and keeps your reconciliation queue moving without manual edits.

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$1 trial for one week · Unlimited conversions for $79/month

99.6% accuracy

Bank-level security

10x cheaper than competitors

1,000+Accountants & Bookkeepers

99.6%Extraction Accuracy

10 secAverage Processing Time

Bank-LevelSecurity & Encryption

What is Zera Books FreshBooks Integration?

Zera Books FreshBooks Integration is an AI-powered tool that converts PDF bank statements into FreshBooks-ready CSV files with 99.6% accuracy. Unlike competitors who charge $0.10-$0.50 per page, we offer unlimited conversions for $79/month—making us 10x more affordable for accounting professionals and small businesses.

Powered by proprietary Zera AI, our platform dynamically adapts to any bank statement format without requiring pre-built templates. Whether your clients use Chase, Bank of America, TD Bank, or regional credit unions, Zera Books handles them all automatically. Save 20+ hours per week on manual data entry and focus on what matters—growing your practice and serving clients.

Why Teams Switch to Zera Books

Compare our AI export workflow with manual entry and other accounting software import tools

Feature	Zera Books	Competitors	Manual Entry
Processing Time	10 seconds	30-60 seconds	2-4 hours
Pricing	$79/mo unlimited	$0.10-$0.50 per page	Labor costs
FreshBooks Accuracy	99.6%	95%	Human error prone
Edit Before Export		✗	N/A
Works with ANY Bank		Template-based	N/A

Try for one week

$1 trial · Unlimited conversions for $79/month

Trusted by FreshBooks Professionals

See why 1,000+ accountants choose Zera Books

"My clients send me all kinds of messy PDFs from different banks. This tool handles them all and saves me probably 10 hours a week that I used to spend on manual entry."

Ashish Josan

Manager, CPA at Manning Elliott

Calculate Your Time & Cost Savings

See exactly how much time and money you'll save by automating FreshBooks imports

Your Current Process

Statements processed monthly

Minutes per statement (manual)

Your hourly rate

$$100

Your Savings with AI

Monthly Time Saved

11.8 hours

94% faster

Monthly Cost Savings

$1096

After $79 subscription

Annual ROI

1387%

Return on investment

$13152

Annual Profit

Start Saving Now

Frequently Asked Questions

Everything you need to know about importing bank statements into FreshBooks

How do I import bank statements into FreshBooks?

Convert your PDF statement to CSV with our tool, then in FreshBooks go to Accounting → Bank Transactions → Upload Transactions. Choose your CSV, map Date, Description, and Amount, and finish the import. The workflow takes under a minute.

What CSV format does FreshBooks accept for bank imports?

FreshBooks expects UTF-8 CSV files with headers for Date, Description, and Amount. Dates can be YYYY-MM-DD or MM/DD/YYYY; income should be positive amounts while expenses are negative. Our export applies those rules automatically so you skip manual clean-up.

Does this work with both new FreshBooks and FreshBooks Classic?

Yes. The CSV produced by our converter imports correctly in the current FreshBooks experience and FreshBooks Classic. Agencies supporting legacy accounts can reuse the same file with zero adjustments.

How do I resolve FreshBooks import errors?

Common errors stem from non-numeric characters in Amounts or inconsistent date formats. Our AI cleanup normalizes currency, trims whitespace, and formats dates so FreshBooks accepts the file on the first try.

How much does Zera Books cost for FreshBooks integration?

Zera Books offers unlimited conversions for $79/month—10x cheaper than competitors who charge $0.10-$0.50 per page. Try for one week with a $1 trial.

How long does a FreshBooks import take?

Our users convert PDFs in ~10 seconds and finish the FreshBooks import in another ~20 seconds. That's over 90% faster than hand keying the same ledger.

Why Professionals Choose Zera Books

Join 1,000+ accountants, bookkeepers, and business owners

Faster Client Close

Push FreshBooks reconciliations live days sooner with automated transaction prep.

94% faster

Unlimited Pricing

Flat $79/month for every FreshBooks client you manage—10x cheaper than competitors charging per page.

Unlimited files

Client-Ready Accuracy

FreshBooks-ready CSVs with 99.6% accuracy so you skip post-import cleanup.

99.6% accuracy

Perfect for Every FreshBooks User

Streamline your workflow regardless of your industry or business size

Small Business Owners

Streamline your monthly FreshBooks bookkeeping with instant imports

Accountants & CPAs

Process client statements 10x faster with batch automation

Bookkeepers

Deliver error-free ledgers using editable previews

Agencies & Firms

Standardize onboarding with ready-to-import CSVs for every engagement

Subscription Businesses

Sync payouts and renewals with FreshBooks revenue reporting

E-commerce Teams

Match processor deposits against FreshBooks bank reconciliations

Ready to Streamline Your FreshBooks Import Process?

Join 1,000+ professionals who save hours every week. Start with unlimited conversions for just $79/month. Works seamlessly with QuickBooks, Xero, and other accounting platforms.

Try for one week

$1 trial for one week10-second conversionBank-grade security