PDF Financial Statement Analyzer
Analyze PDF financial statements with AI. Extract income statements, balance sheets, and cash flow data to Excel in seconds. Multi-period comparison, ratio analysis ready. Unlimited conversions for $79/month.
Analyze All Financial Statements
Why Accountants Need PDF Financial Statement Analysis
Financial statements are the foundation of business analysis, but extracting data from PDF reports for modeling, forecasting, or client advisory is tedious. Whether you're a CPA preparing financial analysis or managing month-end close for multiple clients, manual data entry from income statements, balance sheets, and cash flow statements wastes hours every month.
Zera Books eliminates this bottleneck. Our AI-powered financial statement converter extracts every line item from your PDFs, maintaining proper account hierarchies and preserving multi-period comparative data. The structured Excel output is ready for ratio analysis, financial modeling, or direct import into accounting software.
Time Savings Breakdown
Manual financial statement data entry: 45-90 minutes per document depending on complexity. Zera Books analysis: Under 30 seconds. For firms processing dozens of financial statements monthly for clients, that translates to 30+ hours saved per month.
Beyond simple extraction, the structured Excel output enables immediate analysis. Calculate liquidity ratios, profitability metrics, leverage indicators, and efficiency measures without reformatting data. Use our financial statement analysis tool to auto-calculate 20+ ratios from your converted data.
Financial Statements We Analyze
Zera AI extracts and structures all three primary financial statements, preserving account hierarchies and multi-period data.
Income Statements (P&L)
Extract revenue, expenses, and profit margins
- Revenue & Sales
- Cost of Goods Sold
- Operating Expenses
- Gross Profit
- Net Income
Balance Sheets
Capture assets, liabilities, and equity positions
- Current Assets
- Fixed Assets
- Current Liabilities
- Long-term Debt
- Shareholder Equity
Cash Flow Statements
Track operating, investing, and financing activities
- Operating Cash Flow
- Investing Activities
- Financing Activities
- Net Cash Change
- Beginning/Ending Cash
$79/month
Unlimited conversions, no per-page fees
99.6% Accuracy
Zera AI trained on millions of financial documents
30 Seconds
Average processing time per statement
How to Analyze PDF Financial Statements
Four simple steps to transform any financial statement PDF into structured, analysis-ready Excel data.
Upload Your PDF Financial Statements
Drag and drop income statements, balance sheets, or cash flow statements from QuickBooks, Xero, Sage, or any accounting software. Zera Books handles scanned PDFs and multi-period reports.
Zera AI Analyzes & Extracts Data
Our proprietary AI identifies financial statement types, extracts all line items with proper hierarchy, and preserves multi-period comparative data for variance analysis.
Review & Verify Extraction
Review the extracted data in our clean interface. Make adjustments if needed, add notes, or reclassify line items before export.
Export to Excel for Analysis
Download structured Excel files ready for ratio analysis, financial modeling, or import into QuickBooks/Xero. All formulas and subtotals preserved.
"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
3 days
To 4 hours
40+
Statements monthly
99.6%
Accuracy
Related Financial Statement Tools
Explore more ways Zera Books helps accountants automate financial document processing.
Ready to Analyze Your Financial Statements?
Stop wasting hours on manual data entry. Extract income statements, balance sheets, and cash flow data to Excel in seconds with 99.6% accuracy. Unlimited conversions for $79/month.
Try for one weekNo credit card required for trial. Cancel anytime.