Purpose-built AI for financialdocuments.99.6% accuracy.
Zera AI isn't ChatGPT with a finance plugin. It's our proprietary model trained exclusively on 3.2 million bank statements, invoices, and financial records — built by accountants, for accountants.
Have questions about Zera AI? Book a free 30-minute call with the founder.
Trusted by CPAs and accountants at leading firms
The Challenge
Financial documents are uniquely complex
Bank statements, invoices, and financial records have intricate formats that require specialized understanding — not just character recognition.
Complex formats
Multi-column layouts, varying date formats, and bank-specific terminology make extraction difficult.
Context matters
Understanding the difference between deposits, withdrawals, reversals, and voids requires accounting knowledge.
Manual corrections
Without purpose-built tools, accountants spend hours fixing extraction errors and validating data.
Statement text:
PAYROLL DEP 12/15 $4,250.00
Without context, hard to determine transaction direction
Statement text:
ACH REVERSAL #4472891
Reversals mistaken for regular payments
Statement text:
CHECK #2847 VOID
Status indicators often ignored
The cost of manual processing
4-6 hrs
Average time per month-end close
30%
Time spent on corrections
15+
Clicks per statement upload
$$$
Lost to inefficiency
Accountants shouldn't spend their expertise fixing data entry errors. That's why we built Zera AI — to handle the complexity so you don't have to.
The solution? AI that actually understands financial documents — trained by accountants, for accountants.
The Solution
So we built Zera AI from scratch
In early 2024, we tried every AI tool on the market for processing bank statements. None of them actually worked for real accounting workflows. So we built our own.
Not a wrapper. Not a plugin.
Zera AI isn't a generic AI with a finance plugin. It's a proprietary model trained exclusively on financial documents. We didn't fine-tune an existing model — we built the training pipeline from the ground up.
“Every training document was a real bank statement, invoice, or financial record. No Wikipedia articles. No Reddit threads. No generic internet data.”
Trained by accountants, for accountants
Our training data wasn't labeled by college students or Mechanical Turk workers. Every document was validated by CPAs who understand the difference between a deposit reversal and a refund, between a voided check and a cleared one.
Training Data
What Zera AI learned from
From banks worldwide
Various formats and layouts
Analyzed and validated
Professional data labeling
Every document in our training set was a real financial document. No synthetic data. No generic text. Just real-world accounting documents.
Purpose-built architecture
Designed specifically for tabular financial data extraction, not adapted from a general-purpose model.
Accounting-aware validation
Built-in rules for running balances, transaction signs, date formats, and bank-specific quirks.
Continuous improvement
Every edge case our users encounter makes Zera AI smarter. Weekly model updates.
Customer Story
How Zoom Books cut month-end close from 3 days to 4 hours
“As a business that operates at scale—millions of books, multiple locations, complex revenue streams—we need our financial operations to be just as efficient as our logistics. Zera Books solved a major bottleneck. Our accountant used to dread month-end because of all the manual statement processing. Now she actually gets excited about how fast we can close the books. The time savings are real, and the accuracy is even better than when we were doing it by hand. Honestly, I don't know how we'd manage without it at this point.”
Manroop Gill
Co-Founder, Zoom Books
3 days → 4 hrs
Month-end close
40+
Statements/month
99.6%
Accuracy
Key results:
Core Capabilities
Three ways Zera AI works for you
From extraction to validation — Zera AI handles the heavy lifting so you can focus on what matters.
Understands context, not just characters
Zera AI doesn't just read text — it understands what each transaction means. Trained on real accounting workflows to preserve relationships between transactions.
- Handles multi-column and multi-page statements
- Recognizes running balances and subtotals
- Preserves transaction relationships
- Adapts to any bank format automatically
01/15/2025
PAYROLL DEPOSIT - ACME CORP
$4,250.00
Bal: $12,847.32
01/14/2025
CHASE CREDIT CRD AUTOPAY
-$2,847.32
Bal: $8,597
01/13/2025
AMAZON.COM*RETAIL PUR
-$127.89
Bal: $11,444.32
STARBUCKS #2847
Meals & EntertainmentOFFICE DEPOT #4432
Office SuppliesVERIZON WIRELESS
UtilitiesCategories that make sense to accountants
Not generic “Shopping” or “Food” — get “Office Supplies,” “Business Meals,” and “Equipment Purchases” that match real Chart of Accounts.
- Trained on GAAP accounting categories
- Learns from your categorization patterns
- Handles split transactions
- Suggests detailed subcategories
Catches issues before they become problems
Acts as a second set of eyes, identifying duplicates, unusual amounts, missing data — all the things that cause reconciliation headaches.
- Detects duplicate transactions
- Flags unusual amounts by merchant
- Identifies missing data fields
- Highlights reconciliation issues
01/15/2025
PAYROLL DEPOSIT
$4,250.00
01/14/2025
DUPLICATE CHARGE?
⚠ Possible duplicate
-$847.32
01/13/2025
CHECK #2847
-$2,500.00
Built Different
What makes Zera AI unique
A proprietary AI model trained exclusively on millions of financial documents — purpose-built for the precision accountants demand.
Purpose-Built Architecture
Custom neural networks designed specifically for financial document structure and accounting terminology.
99.6% Field Accuracy
Every field extracted with precision — dates, amounts, descriptions, and running balances you can trust.
Universal Bank Support
Dynamically adapts to any bank statement format. No pre-built templates needed — Zera AI learns on the fly.
Built-In Validation
Automatic error detection catches duplicates, mismatched balances, and data anomalies before export.
Continuous Learning
Gets smarter with every document. Weekly model updates based on real-world accounting workflows.
Instant Processing
Complex multi-page statements processed in seconds. No waiting, no manual intervention required.
Security & Trust
Your financial data is safe with us
We understand you're trusting us with sensitive financial documents. That's why security isn't a feature — it's our foundation.
We never see your data
Unlike generic AI tools that may use your data for training, Zera AI operates on a strict zero-retention policy. Your documents are processed in isolated, encrypted environments and immediately deleted upon completion.
- Documents processed in isolated containers
- Automatic deletion after processing
- No human access to your data
- Audit logs available for compliance
Bank-level encryption
All data encrypted in transit (TLS 1.3) and at rest (AES-256). Same standards used by major financial institutions.
No data retention
Your documents are processed and immediately deleted. We don't store, train on, or share your financial data.
SOC 2 Type II ready
Our infrastructure meets SOC 2 compliance standards for security, availability, and confidentiality.
GDPR compliant
Full compliance with data protection regulations. Your data, your control, always.
Enterprise-grade security for every user
Whether you're a solo bookkeeper or a large accounting firm, your data gets the same protection.
Stop fixing AI mistakes.Start trusting your data.
Join 1,000+ accounting professionals who switched from generic AI to Zera AI. Experience the difference purpose-built technology makes.
One-week trial. No credit card required.
“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.”
Ashish Josan
Manager, CPA, Manning Elliott
Multiple
Clients
8-10hrs
Saved weekly
12yrs
Experience
1,000+
Active users
5.2M+
Documents processed
99.6%
Accuracy rate