From PDF.
To structured statements.
Upload any P&L, balance sheet, cash flow statement, or trial balance. Zera extracts every line item, every period, every total. Ready for analysis in Excel, or push straight to Zera's report engine.
The full workflow
From client PDF to structured financial report.
Upload any financial statement. Zera extracts every line, every period, every total, ready for analysis or export.
Upload any statement
P&L, BS, CF, TB — any format, any period. One or many at once.
Extract every line
Account name, amount, subtotals, grand totals. Nothing missed.
Multi-period parsing
2 months, 4 quarters, 5 years — every column captured in order.
Analyze or export
Zera insights dashboard or Excel export. Drop into QBO, Xero, Sage.
Profit & loss
Revenue. Expenses. Net income.
Upload a P&L PDF and Zera extracts every revenue line, every expense category, every subtotal. Multi-period columns captured in order. Account names matched to your chart of accounts automatically.
- Revenue by category or product
- COGS and operating expenses
- Subtotals and gross profit
- Multi-period columns preserved
Balance sheet
Assets. Liabilities. Equity.
Balance sheet extraction with all asset categories, liabilities, and equity breakdown. Opening and closing balances captured. Comparative periods preserved. Ready to drop into your consolidation model.
- All asset types captured
- Current and long-term liabilities
- Equity and retained earnings
- Comparative periods side by side
Cash flow
Operating. Investing. Financing.
Cash flow statement sections identified automatically. Operating, investing, financing activities — each with their own line items. Beginning and ending cash balances captured. Net change calculated and verified.
- Operating activities breakdown
- Investing activities
- Financing activities
- Beginning and ending cash reconciled
Trial balance
Every account. Balanced.
Trial balance extraction with full account list, debit and credit columns, and running totals. Balance verified automatically — if the PDF shows an imbalance, Zera flags it. Pre-adjustment, post-adjustment, and post-closing trial balances supported.
- Full account list extracted
- Debit and credit columns
- Totals verified automatically
- Pre/post-adjustment variants
Multi-period parsing
3 years of data. Side by side.
Upload a 3-year comparative P&L and Zera captures every period as its own column. Year-over-year changes calculated. Trend indicators highlighted. Analysis-ready in seconds.
- Quarterly, yearly, or custom periods
- Side-by-side column capture
- Year-over-year calculations
- Trend indicators auto-generated
In your dashboard
Every statement. One workspace.
Uploaded financial statements live in your Zera dashboard. Compare across periods, drill down to source JEs, export to Excel, or push to the client's QuickBooks Online.
- Unified workspace with all doc types
- Drill-down to source transactions
- Export to Excel, CSV, PDF
- Push to QuickBooks or Xero
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.
Start extracting
Stop retyping financial statements.
Upload any P&L, balance sheet, cash flow, or trial balance. Get structured data in seconds.
Every statement. Every period. 99.6% accuracy.
Try Zera Books free for one week. Cancel anytime during the trial.