Stop Typing. Start Scaling
Transform any client's PDF bank statement into QuickBooks-ready data in seconds. Handle more clients without hiring. The all-in-one bookkeeping platform with 99.6% accuracy across 10,000+ bank formats.
In this guide
The Bookkeeper's Data Entry Problem
Manual statement processing is the #1 bottleneck preventing bookkeeping practices from scaling. Here's what you're up against:
Hours lost to manual entry
Typing client transactions from PDFs into spreadsheets consumes 40% of your billable time each month.
Scaling client load is impossible
Taking on new clients means hiring more staff or working longer hours—neither is sustainable.
Month-end crunch every time
Racing to process all client statements before deadlines creates stress and errors.
Tight profit margins
Manual data entry eats into your margins, making competitive pricing difficult.
How Zera Books Solves It
Zera Books is the all-in-one bookkeeping platform that eliminates manual data entry. Our proprietary Zera AI is trained specifically on financial documents, delivering 99.6% accuracy across any bank format.
Upload any client statement
PDF, scanned, or photo—we handle it all
AI extracts in seconds
10-second processing vs. hours of typing
Export to any platform
QuickBooks, Xero, Sage, and 50+ integrations
Time savings comparison
Features Built for Bookkeepers
Every feature is designed to streamline your client workflow and help you handle more accounts without working longer hours.
Zera AI Recognition
Our proprietary AI trained on 10,000+ financial document formats. Handles any bank format your clients use.
Learn moreClient Management Portal
Organize all client conversions in one place. Track processing history and manage workflows efficiently.
Learn moreAI Transaction Categorization
Automatically categorize transactions to match your chart of accounts. Ready for QuickBooks or Xero import.
Learn moreMulti-Account Detection
When clients send combined statements, automatically detect and separate multiple accounts.
Learn moreZera OCR Technology
Extract data from scanned statements, photos, and image-based PDFs with 99.6% accuracy.
Learn moreCustom Export Templates
Create templates that match each client's accounting software requirements for consistent delivery.
Learn moreYour Client Workflow, Automated
From client statement to accounting software in five simple steps.
Client sends statements
Receive PDF statements from clients via email or client portal. No format restrictions—we handle everything.
Batch upload to Zera Books
Upload multiple client statements at once. Our system organizes them by client automatically.
AI processes in seconds
Zera AI extracts transactions, categorizes them, and formats for your accounting software.
Review and adjust
Quick review interface lets you verify categorizations and make any needed adjustments.
Export and import
Download client-ready CSV/Excel files. Import directly into QuickBooks, Xero, or any platform.
More Than Just Bank Statements
Zera Books handles all financial documents your clients send, creating one unified platform for all your document processing needs.
Bank Statement Converter
Convert any PDF bank statement to Excel or CSV format in seconds.
Financial Statement Processing
Handle income statements, balance sheets, and cash flow statements.
Invoice Data Extraction
Extract line items and details from vendor invoices automatically.
Check Processing
Process check images and extract payment data for reconciliation.
Works With Your Accounting Software
Export perfectly formatted files for direct import into any accounting platform. No reformatting, no manual adjustments.
Export includes:
Manual Entry vs. Zera Books
See exactly how automation transforms your bookkeeping workflow.
| Feature | Manual Entry | Zera Books |
|---|---|---|
| Process 100 transactions | 2-3 hours | 30 seconds |
| Handle multiple clients | One at a time | Batch processing |
| Scanned statement support | Extremely tedious | Automatic OCR |
| Categorization | Manual for each | AI-powered auto |
| Error rate | 2-5% typical | 0.4% average |
| Cost per statement | $15-30 in labor | Unlimited for $79/mo |
| Multi-account statements | Manual separation | Auto-detect & split |
| Export formats | Re-format each time | Pre-configured templates |
Real Results from Real Bookkeepers
"As a business that operates at scale—millions of books, multiple locations, complex revenue streams—we need our financial operations to be just as efficient as our logistics. Zera Books solved a major bottleneck. Our accountant used to dread month-end because of all the manual statement processing. Now she actually gets excited about how fast we can close the books. The time savings are real, and the accuracy is even better than when we were doing it by hand. Honestly, I don't know how we'd manage without it at this point."
Manroop Gill
Co-Founder at Zoom Books
See how other professionals use Zera Books:
Frequently Asked Questions
Everything bookkeepers need to know about Zera Books.
How many client statements can I process per month?
Unlimited. Our $79/month plan includes unlimited conversions, so whether you process 50 or 500 client statements monthly, the cost stays the same. This makes scaling your practice much more predictable.
My clients use dozens of different banks. Will it work with all of them?
Yes. Zera AI is trained on over 10,000 financial document formats including all major US and Canadian banks. We support Chase, Bank of America, Wells Fargo, TD, RBC, and thousands more. If a client sends an unusual format, our AI adapts.
How do I organize statements for multiple clients?
Our Client Management portal lets you organize all conversions by client. Create client profiles, track processing history, and maintain separate export templates for each client's accounting software preferences.
Does it work with QuickBooks and Xero?
Absolutely. We generate export files specifically formatted for QuickBooks Online, QuickBooks Desktop, Xero, and 50+ other accounting platforms. One-click import with no manual reformatting needed.
What about scanned or photographed statements?
Our Zera OCR technology handles scanned PDFs, smartphone photos, and image-based documents with the same 99.6% accuracy as native PDFs. Perfect for clients who send less-than-ideal document quality.
Can I edit transactions before sending to clients?
Yes. Our review interface lets you verify and adjust categorizations, add notes, split transactions, and make any needed changes before generating the final export file.
How secure is client data?
Bank-level 256-bit encryption protects all uploads. We process files instantly and don't retain client data after conversion. SOC 2 compliant infrastructure for professional bookkeeping firms.
What if a client sends a combined statement with multiple accounts?
Our multi-account detection automatically identifies and separates transactions from different accounts within the same PDF, saving you significant manual sorting time.
How does this compare to hiring a data entry assistant?
A part-time data entry assistant costs $1,500-2,500/month. Zera Books processes unlimited statements for $79/month—94% less—and works 24/7 with higher accuracy and no training needed.
Is there a trial period?
Yes. Start with a one-week trial to process real client statements and experience the time savings firsthand. No commitment until you're confident it transforms your workflow.
Solutions for Every Industry
Zera Books serves professionals across accounting and bookkeeping.
Ready to Scale Your Bookkeeping Practice?
Join thousands of bookkeepers who've transformed their workflow with Zera Books. Handle more clients without working more hours.
Try for one week