Your whole firm.
One dashboard.
Manage unlimited clients from one dashboard. Switch between clients instantly. Per client isolation, team roles, and audit trails. $79/month flat. No per client fees.
Unlimited clients
Your 5th or your 500th. Same price.
Instant switching
One click. Full context change.
Team roles
5 roles. Granular client access.
Per client isolation
Every record scoped. No bleed.
Client selector
Switch clients. Everything updates.
One dropdown, instant context change. Select a client and the entire dashboard refreshes: chart of accounts, journal entries, bank feeds, reports. No page reloads, no logging out.
- Instant context switching
- Each client has isolated data
- Search and filter clients
Data isolation
Every client is a walled garden
Conversions, journal entries, reports, settings, bank feeds. Everything is scoped to the selected client. No data bleed between clients. Ever.
Conversions
Uploaded documents stay within their client boundary
Journal entries
Double entry ledger is fully isolated per client
Reports
P&L, Balance Sheet, Cash Flow scoped per client
Settings
Chart of accounts, tax codes, rules per client
Team management
Five roles. Granular access.
Invite teammates and assign exactly the level of access they need. Control which clients each team member can see and what actions they can take.
Compliance
Every action. Every client.
Full audit trail scoped to each client. See who did what, when, and to which records. 13 action types tracked automatically for compliance and accountability.
Flat pricing
Stop paying per client.
Most platforms charge $20 to $40 per client per month. Your 50th client costs the same as your first. Zera is $79 flat for unlimited everything.
Ashish
Josan
Manager, CPA
Manning Elliott
My clients send me all kinds of messy PDFs from different banks. This tool handles them all and saves me probably 10 hours a week that I used to spend on manual entry.
Your whole firm. One dashboard.
Try Zera Books free for one week. Cancel anytime during the trial.