Freelancer Bank StatementConverter
Stop wasting billable hours on bookkeeping. Convert bank statements, PayPal reports, and Stripe payouts to Excel in 10 seconds with Zera AI. Categorize expenses, export tax-ready files, and get back to work.
Freelancer Time Savings
The Freelancer Bookkeeping Problem
Every hour spent on bookkeeping is an hour not spent on billable work. Yet tax compliance demands organized records from multiple income sources.
Tax Season Scramble
Spending billable hours organizing bank statements and categorizing expenses before quarterly or annual tax deadlines.
Mixed Transactions
Personal and business expenses on the same accounts make categorization tedious and error-prone.
Multiple Income Sources
PayPal, Stripe, ACH, checks—tracking income from various clients across different platforms is overwhelming.
Missed Deductions
Without organized records, legitimate business expenses get overlooked, costing real money on taxes.
How Zera Books Helps Freelancers
Automate the tedious parts of bookkeeping so you can focus on what you do best. Convert any financial document to organized, tax-ready spreadsheets.
Expense Categorization
Tag business vs personal transactions before export. Add notes for your CPA and maximize deductions.
Tax readyMulti-Source Support
Convert statements from banks, PayPal, Stripe, and any payment processor. Handle all income sources in one place.
All platformsQuarterly Summaries
Generate quarterly income reports for estimated tax payments. Know exactly what you owe, when.
Tax planningProof of Income
Export clean, professional income documentation for landlords, lenders, or visa applications.
Professional docsBank-Grade Security
256-bit encryption with automatic data deletion. Your financial data is never stored after conversion.
Privacy safeSimple Pricing
$79/month for unlimited conversions. Process as many statements as you need—banks, PayPal, Stripe, everything.
Unlimited useHow It Works
Four simple steps to organized financial records—no accounting degree required.
Upload Statement
Drag and drop bank statements, PayPal reports, or Stripe payouts.
AI Extraction
Zera AI extracts all transactions with 99.6% accuracy in 10 seconds.
Categorize & Edit
Tag business expenses, add notes, and remove personal transactions.
Export & File
Download Excel or CSV ready for QuickBooks, Xero, or your CPA.
Who Uses Zera Books
Consultants & Coaches
Track client payments, organize expenses by project, and prepare clean records for quarterly estimated taxes.
Creative Professionals
Designers, writers, and photographers can organize income from multiple clients and platforms effortlessly.
Developers & Tech
Manage retainer income, SaaS revenue, and contractor payments with clean, organized financial records.
Complete Freelancer Finance Platform
Everything you need to stay organized and tax-ready.
Accounting Software Integrations
Export directly to your preferred accounting tool.
Zera Books vs Alternatives
See why freelancers choose Zera Books for financial organization.
| Feature | Zera Books | Manual Entry | Other Tools |
|---|---|---|---|
| Processing Time | 10 seconds | 20-30 minutes | 1-2 minutes |
| Monthly Cost | $79 unlimited | Your billable time | $127+ variable |
| PayPal/Stripe Support | Manual export | Limited | |
| Edit Before Export | N/A | No | |
| Expense Categorization | Built-in | Manual | Extra cost |
| Proof of Income Export | Manual | No |
Success Story
"We were drowning in bank statements from two provinces and multiple revenue streams. Zera Books cut our month-end reconciliation from three days to about four hours."
Manroop Gill
Co-Founder
Frequently Asked Questions
How do I convert my freelance bank statements to Excel?
Simply upload your bank statement PDF to Zera Books. Our Zera AI processes it in 10 seconds with 99.6% accuracy. You can categorize transactions, tag business expenses, and download a clean Excel or CSV file ready for QuickBooks, Xero, or your CPA.
Does it work with PayPal, Stripe, and other platforms?
Yes! Zera Books converts statements from PayPal, Stripe, Square, Venmo Business, and virtually any payment platform that generates PDF statements. Handle all your income sources in one place for complete tax documentation.
Can I separate business and personal expenses?
Absolutely. Our unique edit-before-export feature lets you tag transactions as business or personal, add expense categories, and remove personal transactions before downloading. This makes tax prep much easier and helps maximize your deductions.
How does this help with quarterly estimated taxes?
By keeping clean, organized records throughout the year, you can quickly calculate your quarterly income and expenses. Export quarterly summaries that show exactly what you earned and spent, making estimated tax calculations straightforward.
Can I use the exported files for proof of income?
Yes! Many freelancers use our exports for rental applications, loan applications, and visa documentation. The clean, professional format clearly shows your income history and is accepted by landlords and lenders.
How much does it cost?
Zera Books costs $79/month for unlimited conversions. Process as many bank statements, PayPal reports, and Stripe payouts as you need. Most freelancers save 8+ hours per quarter—time better spent on billable work.
Works With All Major Banks
Plus PayPal, Stripe, Square, and 50+ payment platforms
Stop Wasting Billable Hours on Bookkeeping
Join freelancers saving 8+ hours every quarter on financial organization. Start your one-week trial today.
Try for one week