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Unlimited bankstatement conversionsto CSV/Excel inseconds.

Manroop Gill

“We save 20+ hours a month. It just works.”

Manroop Gill

Tired of typing transactions from PDFs? Upload your bank statement and get clean, import-ready data in under 30 seconds. Works with any bank, any format.

Unlimited conversions
Multi-account detection
Reconciliation data included
CSV & Excel export
Trustpilot
G2
High Performer
Capterra
Damin Mutti - Founder

Damin Mutti

Founder & CEO

Schedule a call

Questions about bank statement conversion? Book a free 30-minute call with the founder.

Trusted by CPAs and accountants at leading firms

Deloitte
KPMG
Grant Thornton
EY
PwC
BDO
RSM
Crowe
Baker Tilly
Moss Adams

Sound familiar?

You didn't become an accountant to type numbers

Yet here you are—squinting at PDFs, manually keying in transactions, double-checking every amount. It's mind-numbing work that eats up hours you could spend actually helping clients.

Death by a thousand keystrokes

15 minutes here, 30 minutes there. Before you know it, you've spent an entire day just typing numbers. There has to be a better way.

One typo ruins everything

Fat-finger a single digit and suddenly your books don't balance. Then it's back to square one, comparing line by line until you find the culprit.

The reconciliation hunt

Where's the opening balance on this statement? Did you grab the right closing balance? We've all been there—scrolling through PDFs looking for that one number.

Manual Processing Pain Points

Task:

TD Bank Statement - October 2024.pdf

15-30 minutes

That's just ONE statement. Now multiply by all your clients.

Task:

Multi-account combined statement

Manual separation

You know the ones—checking, savings, and money market all in one PDF.

Task:

Opening balance: $12,458.32

Reconciliation gaps

Miss this number and you'll spend an hour hunting it down later.

Let's do the math on your time

40%

Of your time goes to data entry

2-3 hrs

Per client, every single month

5%

Error rate (that you have to fix later)

$$$

Revenue lost to busywork

You went to school to be an accountant, not a typist. Let's get you back to the work that actually matters.

What if you could just... upload the PDF and be done? That's exactly what Zera AI does—99.6% accurate extraction, with reconciliation data included.

Here's where it gets good

Upload the PDF. Get the data. That's it.

Zera AI doesn't just read your bank statements—it actually understands them. Multiple accounts? No problem. Weird formatting? Handled. Opening and closing balances? Already extracted.

Auto-detect

Multi-account? No problem.

You know those combined statements with checking, savings, and money market all jumbled together? We automatically split them for you. Each account gets its own clean data.

Auto-categorize

Already categorized

Deposits, withdrawals, fees, transfers, checks—everything is tagged before you even download. Just filter by type and export exactly what you need.

Instant balances

Ready for reconciliation

Opening balance, closing balance, running totals—all extracted automatically. No more hunting through PDFs to find that one number.

It's really this simple

Three steps. Under 30 seconds. No learning curve.

01

Drop your PDF

Just drag and drop. Any bank, any format—doesn't matter how the statement looks.

02

Watch the magic

Zera AI reads the statement and extracts everything. Transactions, dates, amounts, balances—all categorized.

03

Download and done

Get your CSV or Excel file. Pick your date format. Import straight into QuickBooks, Xero, or whatever you use.

Any bank format supported
10MB file size limit
5 date format options
30-second processing

Real results

Manroop's team got 20+ hours back every single month

“We were absolutely drowning. Statements from two provinces, multiple revenue streams, different banks with completely different formats. I was spending entire days just typing numbers. Now we upload everything and grab our CSV files. Done. The AI even handles those nightmare multi-account statements that used to make me want to pull my hair out.”

Manroop Gill

Manroop Gill

Co-Founder, Zoom Books

20+ hrs

Saved monthly

40+

Statements/month

99.6%

Accuracy

What changed:

No more manual typing—period
40+ statements a month, zero manual entry
Reconciliation went from hours to minutes
Paid for itself in the first month

What else can it do?

Built for accountants who value their time

Every feature designed to make your workflow faster. No fluff, just results.

Process Multiple at Once

All four processing at once. No waiting around.

TD Bank - Oct 2024.pdf
47 transactions
RBC - Oct 2024.pdf
32 transactions
BMO - Oct 2024.pdf
Scotia - Oct 2024.pdf
Queued
Unlimited conversions
Any bank format
5 date formats
Works worldwide

Let's compare

Still think manual entry is faster?

Spoiler alert: it's not even close. Here's how Zera Books stacks up.

Feature
Zera Books
Manual Entry
Other Tools
Processing time
Accuracy
Multi-account detection
Reconciliation data
Transaction categories
Batch processing
Export formats
Banks supported

Ready to get those hours back?

Let's be honest—you've got better things to do.

You became an accountant to help people with their finances, not to type numbers from PDFs. Try Zera Books for a week and see what you've been missing.

Unlimited conversions—no caps, no limits
Any bank statement, any format—done in seconds
Export straight to QuickBooks, Xero, or Excel
Organize everything by client—all-in-one workflow
✓ No credit card required✓ Cancel anytime

“Every month my clients dump these messy PDFs on me from all these different banks. I used to spend hours just copying and pasting. Now? I upload them, grab a coffee, and come back to perfectly formatted spreadsheets. Even those weird multi-account statements that used to take forever.”

Ashish Josan

Ashish Josan

Manager, CPA, Manning Elliott

500+

Statements/year

15 hrs

Saved monthly

99.6%

Accuracy