One workspace for your
entire book of clients.
Run unlimited clients from one workspace. Switch books in one click. Isolated ledgers, direct QuickBooks and Xero sync per client. All for $79 a month, flat.
Active client
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Built for firms
Scale your practice. Not your bill.
Every tool a bookkeeping firm needs to run dozens of clients, without the per-client tax.
Unlimited clients
Add your 5th or 500th. One flat price.
One-click switching
Jump between books in under a second.
Isolated by design
Every client has their own COA, feeds, and reports.
Sync to their tools
Push finished work to each client’s QBO or Xero.
The directory
Every client you serve. One click away.
A live directory of your clients with filters, status, and open-request counts. Click any card to step into that client’s books in under a second.
A week in the firm
From messy inbox to closed books.
A full bookkeeping week runs in five beats. Every beat uses the same Zera workspace, for every client.
Mon
Collect
Send secure upload links. Clients drop their statements, invoices, and receipts.
Tue
Convert
AI extracts transactions from every document and drops them in each client’s ledger.
Wed
Reconcile
Auto-match bank feeds to journal entries. AI handles the splits and partials.
Thu
Review
Add client comments, tag questions, and clean up anything uncategorized.
Fri
Close & sync
Close the period. Push journals to each client’s QuickBooks or Xero. Done.
What’s isolated
Every client, their own everything.
Client books never bleed into each other. Every data layer is scoped to the active client. Switch workspaces and the entire dataset swaps with you.
Chart of accounts
Per-client COA. Services firm vs. e-commerce vs. nonprofit — each gets the right accounts.
Bank feeds
Each client’s bank and credit cards live only in their workspace.
Documents
Every statement, invoice, and receipt scoped to the client who sent it.
Reports
P&L, balance sheet, and cash flow generated from one client’s data only.
The per-client tax
Stop paying to grow your book.
Most bookkeeping tools charge you more every time you add a client. Zera charges you nothing.
Competitor
$10\u2013$39
per client, per month
- 30 clients = $300 to $1,170 every month
- Extra per-seat fees for your team
- Volume tiers punish growth
Zera Books
$0
per client, per month
- One flat $79/mo for the whole firm
- Unlimited users, unlimited clients
- Your 5th or 500th client costs the same
Frequently asked
Common questions from firms like yours.
How many clients can I add to Zera Books?
Unlimited. Add your 5th client or your 500th — the price stays $79 a month. There are no per-client fees, no volume tiers, and no hidden seat charges.
Is there a per-client fee?
No. Zera Books charges one flat $79 a month for the whole firm. Most competitors charge $10 to $39 per active client, which punishes growth. Zera does not.
Can my clients upload their own documents?
Yes. Send each client a secure upload link from their workspace. They drop bank statements, invoices, or receipts directly into their folder — no login or portal sign-up needed.
Are client books fully isolated from each other?
Yes. Every client gets their own chart of accounts, bank feeds, documents, ledger, and reports. Nothing bleeds between clients. Switching workspaces swaps the entire dataset.
How do I switch between clients?
Click the client in the sidebar selector or in the directory. Books load in under a second with an animated transition. Recent clients stay at the top for fast jumps.
Does Zera Books sync to each client’s QuickBooks or Xero?
Yes. Connect each client’s QBO or Xero account once, then push finished journal entries, invoices, and bills directly to their software. Each client has its own integration.
Can my team log in too?
Yes. Invite unlimited team members. Assign per-client access so a bookkeeper only sees their clients. No per-seat fees and no upgrade tier required to add users.
What happens to client data if I cancel?
Export every client’s chart of accounts, journal, and documents to Excel, CSV, or QBO at any time. Your clients keep their data in their own QBO or Xero thanks to the sync.
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.
One workspace. One flat price.
Your firm, unified. Your bill, flat.
Try Zera Books free for one week. Add every client, invite your whole team, push to their QBO or Xero.
Zera Books pricing
$79 a month. Unlimited clients, documents, and users.
Free 1-week trial. Cancel anytime. No per-client fees, ever.