Streamline accountingworkflowswith AI.
The all-in-one accounting platform powered by Zera AI. Convert documents, manage clients, categorize transactions, and export to your accounting software — all in one place.
Have questions? Book a free 30-minute call with the founder.
Trusted by CPAs and accountants at leading firms
Convert any bank statementin seconds
Zera AI handles PDF bank statements from any bank worldwide. Upload your documents and get clean, structured transaction data ready for import into your accounting software.
- All bank formats supported globally
- 99.6% extraction accuracy
- Handles scanned and digital PDFs
- Batch processing for multiple statements
Process any financialdocument type
Beyond bank statements, Zera AI extracts data from balance sheets, income statements, invoices, receipts, and tax documents. One platform for all your document processing needs.
- Balance sheets and P&L statements
- Invoices and receipts
- Tax returns and 1099s
- Custom document templates
AI that categorizeslike your best staff
Zera AI learns from accounting best practices to categorize transactions accurately. Set up custom rules, map to your chart of accounts, and let the AI handle the rest.
- Auto-categorizes based on patterns
- Custom rules for your workflow
- Chart of accounts mapping
- Learns from your corrections
Reconciliation made easywith Zera AI
Our in-house trained AI automatically matches bank transactions with your accounting records. Zera AI understands context, handles fuzzy matching, and learns from your corrections to get smarter over time.
- In-house trained AI for accounting
- Smart fuzzy matching for transactions
- Automatic discrepancy detection
- Learns from your reconciliation patterns
“Honestly, reconciliation used to be the part of month-end I dreaded the most. Now I actually don't mind it — Zera does the heavy lifting and I just review the matches. It's like having an extra set of eyes that never gets tired.”
Ashish Josan, CPA
Manager, Manning Elliott
One workspace forall your clients
Stop juggling spreadsheets and folders. Organize every client, every document, and every conversion in one professional workspace with complete audit trails.
- Unlimited client workspaces
- Complete conversion history
- Team collaboration tools
- Audit-ready documentation
Extract invoice dataautomatically
Stop manually entering invoice data. Upload vendor invoices in any format and Zera AI extracts line items, totals, tax amounts, and payment terms instantly.
- Vendor and customer auto-detection
- Line item extraction with quantities
- Tax and discount calculations
- Multi-invoice PDF processing
Digitize checksin seconds
Scan or photograph checks and let Zera AI extract all the key details. Perfect for bookkeepers who need to track check payments and deposits efficiently.
- Payee and payer auto-detection
- Amount and date extraction
- Check number and memo capture
- Batch processing for multiple checks
AES-256
Encryption
Auto-Delete
After processing
US Servers
Data residency
SSL/TLS
In transit
Your data neverleaves our hands
Financial documents contain sensitive information. That's why we encrypt everything, process securely, and automatically delete your files after conversion.
- AES-256 encryption at rest and in transit
- Files auto-deleted after processing
- No data sold or shared with third parties
- Secure US-based infrastructure
Ready to streamline your workflow?
Start your free trial today. No credit card required.