One AI.
Every financial document.
The proprietary AI trained on 3.2M+ financial documents. Reads bank statements, financials, invoices, checks, and investment statements. Dynamically adapts to any format. No templates.
Every financial document
Five document types. One engine.
Mix them in one upload. Zera routes each file to the right extractor, pulls the fields that matter, and hands back clean data.
Bank statements
Any bank format. Digital or scanned.
Financial statements
P&L, balance sheet, cash flow.
Invoices
Line items, tax, PO matching.
Checks
MICR line and payee extraction.
Investment statements
Holdings, lots, dividends, gains.
How it works
Upload. Read. Export.
Three beats. Under a minute end to end on most documents.
Upload any document
Drag in PDFs, images, multi-page scans, password-protected files. Mix doc types in one batch.
Zera AI reads it
The engine identifies the document, extracts every field, separates accounts, and categorizes lines against your chart of accounts.
Export clean data
Excel, CSV, QBO, IIF, or direct post to the Zera ledger. Reviewed, reconciled, ready for the books.
QuickBooks Online
.qbo format
Microsoft Excel
.xlsx spreadsheet
Comma Separated
.csv universal
Intuit Interchange
.iif for QB Desktop
Why no templates
Template tools cap out. Zera doesn’t.
Most OCR tools need a template for every new bank, every new invoice layout, every new statement style. Zera was trained on the variance itself. Any format on the first upload, same 99.6% accuracy.
Manroop
Gill
Co-Founder
Zoom Books
You can throw anything at it. Messy scans, mixed banks, multi-account PDFs. The AI just reads it.
Start reading documents
One AI. Every document you can upload.
Upload the messiest PDF on your desk. Watch Zera read it in under a minute. Then add every client you have.
Upload the first one. See the accuracy yourself.
Free 1 week trial. Cancel anytime. $79 per month unlimited after that.