Handle more clients.Deliver faster.Eliminate data entry.
The bookkeeper's secret weapon for converting bank statements to clean, categorized data. Stop typing. Start scaling.
See how to double your client capacity. Book a free 30-minute demo.
Trusted by bookkeepers at leading firms
The Challenge
We know the struggle of growing a practice
The bottleneck isn't your bookkeeping skills—it's the tedious manual work that keeps you from scaling your business.
Endless Manual Entry
Hours spent typing transactions one by one from PDFs. Every keystroke is time stolen from growing your practice.
Different Bank Formats
Every client has different banks with incompatible statement formats. Chase, Wells Fargo, local credit unions—all different.
Monthly Deadline Pressure
Keeping up with multiple client deadlines every month. The same crunch, every single month.
Pricing vs Time
Undercharging because you underestimate the actual time spent. Your hourly rate drops with every manual entry.
“You didn't become a bookkeeper to spend your days typing numbers. You became one to help businesses thrive.”
Sound familiar?
The Solution
From manual entry to automated workflow
Four simple steps to transform bank statements into clean, import-ready data. No manual typing. No errors. More clients.
Collect Statements
Gather statements from all your clients. Any bank, any format, password-protected or not.
- Any bank format
- PDF or scanned
- Multiple accounts per client
Batch Upload
Upload multiple statements at once. Process an entire month of client work in minutes.
- Drag and drop
- Bulk processing
- Secure encrypted uploads
AI Categorization
Review AI-categorized transactions. Smart suggestions that learn your preferences.
- Smart category suggestions
- Learn your preferences
- Easy manual adjustments
Export Ready
Export to QuickBooks, Xero, or Excel. Clean files ready for immediate import.
- QuickBooks ready
- Xero compatible
- Clean CSV/Excel files
From 2 hours per client to 15 minutes
That's the average time savings our bookkeepers report. Handle more clients, deliver faster.
Customer Story
How Manning Elliott doubled capacity
“I've been doing accounting for 12 years, and manual bank statement processing has always been the worst part of the job. It's tedious, it's time-consuming, and one small mistake can throw everything off. When I found Zera Books, I was honestly skeptical—I've tried other tools that promised automation and they were either too expensive or didn't actually work. But this one just works. It handles whatever format you throw at it, the AI is surprisingly accurate, and it's actually affordable. The time I save goes straight into growing my firm's capacity and actually helping my clients with strategy instead of just data entry. Honestly, if you're a bookkeeper or accountant still doing this manually, you're leaving money on the table.”
Ashish Josan
Manager, CPA, Manning Elliott
8-10 hrs
Saved weekly
75%
Faster delivery
2x
Client capacity
Key results:
Powerful Tools
Everything you need to scale your practice
Built for bookkeepers who want to handle more clients without working more hours.
Bank Statement Converter
Convert PDFs from any bank into clean, structured data. Works with 1,000+ banks worldwide.
- Any bank format
- Accurate extraction
- Batch processing
AI Categorization
Automatically categorize transactions using AI that learns your patterns over time.
- Smart categorization
- Custom rules
- Learns preferences
Multi-Account Support
Handle statements with multiple accounts. Get separate, organized outputs for each client.
- Multiple clients
- Consolidated view
- Organized exports
Accounting Software Export
Export directly to QuickBooks, Xero, Sage, and other major accounting platforms.
- QuickBooks ready
- Xero compatible
- Excel exports
The Transformation
See the difference in your practice
See how automation transforms your bookkeeping workflow and client capacity.
Before
- Hours typing transactions manually
- Different formats for every bank
- Constant deadline stress
- Can't grow your client base
- Undercharging for your time
After
- Automated extraction in minutes
- Any bank format, same workflow
- Meet deadlines with ease
- Scale your practice confidently
- Charge what you're worth
Related Topics
Explore everything related to bookkeeping automation
Features
Zera AI
AI-powered automation for bookkeepers
AI Categorization
Auto-categorize client transactions
Client Management
Organize multi-client workflows
Multi-Account Support
Process all client accounts at once
Bank Statement Converter
Convert any bank format instantly
Invoice Processing
Automate client invoice processing
Integrations
Helpful Guides
Bookkeeper Automation Guide
Complete automation guide for bookkeepers
Multi-Client Best Practices
Manage 50+ clients efficiently
Client Onboarding
Automate client onboarding
QuickBooks for Bookkeepers
QuickBooks automation for bookkeepers
Bank Statement Processing
Process 50+ statements at once
View All Guides
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Trusted by bookkeepers across North America