Manage more clients,without morehours.
Streamline how you handle bookkeeping for multiple clients. From collecting statements to delivering clean books—automate the tedious work and scale your practice.
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Trusted by bookkeepers and accountants at leading firms
The Challenge
Why client bookkeeping doesn't scale
Managing multiple clients means multiplying the manual work. The bottleneck isn't your expertise—it's the tedious data entry that eats your time.
Chasing Clients for Statements
Every month, the same routine—emailing clients, following up, waiting for bank statements that arrive late or incomplete.
Different Banks, Different Formats
Chase, Bank of America, TD, credit unions—every client has different banks with different PDF formats. Manual entry for each one.
Keeping Books Organized
Separate QuickBooks files, separate spreadsheets, separate processes. One mistake and client data gets mixed up.
Scaling Without Burnout
You want more clients, but each one adds hours of manual work. Growth means sacrificing evenings and weekends.
“I was capped at 15 clients because I couldn't spend any more time on manual data entry. Growth meant hiring, which ate into my margins.”
Sound familiar?
The Solution
Your new client workflow
Four simple steps to transform how you handle client bookkeeping. Process all clients in parallel—not one at a time.
Collect All Statements
Gather bank statements from all your clients in one place. Any bank, any format—even scanned PDFs.
- Email forwarding supported
- Batch upload multiple files
- Password-protected PDFs
Batch Process with AI
Process all statements at once. AI extracts transactions, identifies dates, amounts, and descriptions automatically.
- Process 50+ statements/hour
- 99.6% accuracy rate
- Handles all bank formats
Organize by Client
Automatically organize outputs by client. Each client gets their own clean, formatted data ready for import.
- Client-labeled exports
- Consistent formatting
- Easy file management
Deliver Clean Data
Export to QuickBooks, Xero, or Excel format. Send clean, categorized data to your clients or import directly.
- QuickBooks/Xero ready
- Custom export templates
- Same-day turnaround
From 2-3 hours to 15 minutes per client
That's the average time savings our customers report for monthly client bookkeeping.
Customer Story
How Manning Elliott scaled client 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
20+
Clients managed
0
Typing errors
Key results:
Powered By
Tools that make it happen
Everything you need to automate client bookkeeping and scale your practice without hiring.
Bank Statement Converter
Convert PDFs from any bank into clean, structured data. Works with 1,000+ banks worldwide.
- Any bank, any format
- Scanned documents
- Batch processing
AI Categorization
Automatically categorize transactions for each client. AI learns client-specific patterns over time.
- Per-client rules
- Smart suggestions
- Bulk categorization
Multi-Account Support
Handle statements with multiple accounts. Get separate, organized outputs for each client account.
- Auto-detect accounts
- Separate Excel tabs
- Per-client exports
Client Management
Organize all your clients in one place. Track conversions, store templates, manage workflows.
- Client profiles
- Conversion history
- Reusable templates
The Transformation
Before & after Zera Books
See the difference automation makes for your client bookkeeping workflow.
Before
- Chasing clients for statements
- Different formats per bank
- Manual data entry per client
- Client files getting mixed up
- Can't take on more clients
After
- Centralized statement collection
- AI handles all formats
- Batch process all clients
- Organized client exports
- Scale without hiring
Related Solutions
Explore more ways Zera Books streamlines your accounting workflows.
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Trusted by bookkeepers and accountants across North America