Multi Client Bookkeeping Software
Manage multiple bookkeeping clients in one platform. Client dashboard, conversion history per client, batch processing for all your clients. $79/month unlimited.
What is Multi-Client Bookkeeping Software?
Multi-client bookkeeping software helps professional bookkeepers and accounting firms manage multiple client accounts from a single, centralized platform. Instead of juggling separate folders, spreadsheets, and manual tracking systems, everything is organized in one place.
Zera Books provides a complete multi-client management solution with a client dashboard, conversion history per client, batch processing, and direct integration with QuickBooks and Xero. Handle 20, 50, or 100+ clients without proportionally increasing your overhead.
Unlimited conversions
Manage in one platform
AI-powered extraction
Weekly on average
Everything You Need for Multi-Client Management
Purpose-built features for bookkeepers serving multiple clients.
Client Management Dashboard
View all clients, their recent activity, and conversion status from a single centralized dashboard.
Conversion History Per Client
Access complete conversion history for any client. Re-download past statements instantly.
Batch Processing
Upload 50+ statements at once. Process multiple clients simultaneously in parallel.
Multi-Account Detection
Automatically detect and separate checking, savings, and credit cards within single PDFs.
QuickBooks & Xero Integration
Export formatted files ready for direct import into client accounting systems.
Client Data Isolation
Complete separation between client data for compliance and security requirements.
Streamlined Multi-Client Workflow
From client onboarding to export in four simple steps.
Add Client Profile
Create a client profile in Zera Books. All future conversions will be organized under this client.
Upload Statements
Upload bank statement PDFs for the client. Batch upload multiple months or accounts at once.
AI Processing
Zera AI extracts transactions, categorizes data, and detects multiple accounts automatically.
Review & Export
Quick review of processed data, then export to QuickBooks, Xero, or download Excel/CSV.
Client-Specific Organization
Every conversion is linked to a client profile. Access all past work for any client with one click. No more searching folders or maintaining spreadsheets.
- Automatic file organization by client
- Complete conversion history per client
- One-click re-download of past statements
Processing at Scale
Batch process statements for all your clients at once. Month-end close that used to take days now completes in hours with client bookkeeping automation.
- Process 50+ client statements at once
- Parallel processing for speed
- Export to QuickBooks or Xero
Real Results from Multi-Client Bookkeeping
“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 at Zoom Books
Results:
- Reduced month-end close from 3 days to 4 hours
- Processing 40+ bank statements monthly with zero manual entry
- Eliminated reconciliation errors that used to delay partner payments
- Our accounting team can focus on analysis instead of data entry
Frequently Asked Questions
Common questions about multi-client bookkeeping software.
Multi-client bookkeeping software is a platform designed for bookkeepers and accounting firms to manage multiple client accounts from a single dashboard. It includes features like client-organized conversions, conversion history per client, batch processing, and centralized workflow management to efficiently handle 20, 50, or 100+ clients without proportionally increasing overhead.
Related Solutions
Explore more ways Zera Books helps bookkeepers and accountants.
Ready to Manage All Your Clients in One Platform?
Join bookkeepers who save 10+ hours weekly with multi-client management. Client dashboard, conversion history, batch processing. $79/month for unlimited clients.
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