The AI-native ledger
built for your firm.
Zera Books is the first AI-native general ledger for CPA firms. Unlimited clients, unlimited users, AI document extraction, reconciliation, close, and QBO or Xero sync. One flat $79 per month.
What firms get
One platform. Every client job.
Zera Books replaces QuickBooks Online Accountant, DocuClipper, and your reconciliation tool with a single AI-native ledger at a flat rate.
Unlimited clients + users
One flat $79 per month. No per-seat fees. No per-client fees. Add the whole firm and every client book.
AI does the grunt work
Document extraction, categorization, posting, and close review all run on Gemini. Your team reviews, does not retype.
Real general ledger
Not a converter. Full chart of accounts, journal entries, trial balance, and audit-ready books for every client.
Client sync built in
Finish the books in Zera and push the period to your client’s QuickBooks Online or Xero in one click.
Stop stacking tools
Five subscriptions become one.
Firms stack DocuClipper for statements, ReconArt for reconciliation, QuickBooks Online Accountant for books, spreadsheets for everything else. Zera replaces the whole stack.
Everything a firm does
From document to closed books.
Every month-end workflow lives inside Zera Books. Convert, categorize, reconcile, close, and report without bouncing between apps.
Convert any document
Bank statements, financial statements, invoices, checks, and brokerage statements. Drop the PDF, Zera AI extracts every transaction with 99.6% accuracy.
Categorize + post with AI
AI codes each transaction to the client\u2019s chart of accounts and posts a journal entry. Your team reviews and approves, not retypes.
Reconcile every account
Auto-match on amount and date. AI suggests splits and partials. Exceptions surface for review.
Close the books in hours
Three-step guided close: verify accounts posted, review financials, lock the period.
Generate + share reports
P&L, Balance Sheet, Cash Flow, Trial Balance, General Ledger, A/R and A/P aging. One click to share.
AI-native, not bolted on
Built on AI. Not retrofitted.
QuickBooks and Xero launched in the 2000s. Their AI features are add-ons on a manual ledger. Zera Books is an AI-native ledger from day one.
- Gemini extracts every field from every PDF
- AI suggests the category and posts the JE
- AI summarizes the month for close review
- AI matches bank lines to ledger entries
- Templates to build and maintain per bank
- Manual rules for recurring vendors
- Manual close checklist, no AI review
- Bolt-on AI add-ons at extra cost
Time per client, per month
Based on internal benchmarks across 250+ firm client books
Firm pricing
Flat $79. Everything included.
No per-client fees. No per-seat fees. No add-ons for document processing or reconciliation. One number, every month.
Zera Books
Unlimited clients and users. Flat.
- Unlimited clients
- Unlimited firm users
- AI document processing included
- Reconciliation and close included
- QBO and Xero sync included
QBO Accountant tiers
Escalates per client tier and user.
- Per-client tier pricing
- Per-user seat fees
- Document processing costs extra
- Reconciliation in base, AI add-on
- $200 to $500 per month typical
Stacked firm tools
QBOA + DocuClipper + ReconArt combined.
- QBO Accountant $150+
- DocuClipper $89+
- ReconArt $150+
- Five separate logins
- No AI posting or close review
Firm questions
Questions firms ask.
Short, direct answers about pricing, features, and how Zera fits a firm stack.
01Is Zera Books a replacement for QuickBooks Online Accountant?
Yes. Zera Books is a full general ledger, not a bolt-on. Firms use it instead of QBOA to manage unlimited client books, post journal entries, reconcile accounts, close periods, and generate financial statements.
02How many clients can a firm add to Zera Books?
Unlimited. The $79 per month plan includes every client book, every firm user, and every document conversion. There are no per-client or per-seat fees at any tier.
03Does Zera Books have a real general ledger?
Yes. Every client in Zera has a full chart of accounts, double-entry journal entries, trial balance, and audit trail. It is a real ledger, not a document converter with accounting labels.
04Is there a per-user seat fee for firm staff?
No. Firm users are unlimited inside the $79 flat plan. Add partners, managers, seniors, juniors, and admins without paying extra per seat.
05Does Zera Books integrate with QuickBooks Online or Xero?
Yes. Firms can push reconciled journal entries and closed periods into a client’s QuickBooks Online or Xero account in one click. Many firms use Zera as their working ledger and sync results out.
06Can firms close the books inside Zera Books?
Yes. Zera includes a three-step guided month-end close: verify every account posted, review financial statements with AI summary, and lock the period. Each client has its own close workflow.
07How accurate is Zera’s AI document extraction?
Zera Books hits 99.6% field-level accuracy on the 3.2M+ financial documents processed to date. It handles bank statements, financial statements, invoices, checks, and brokerage statements from any format.
08Does Zera Books replace DocuClipper for firm document processing?
Yes. Zera Books includes document conversion for bank statements, financial statements, invoices, checks, and investments inside the $79 flat rate. Firms cancel DocuClipper when they move to Zera.
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.
Stop stacking tools. Switch your firm to Zera.
Try Zera Books free for one week. Bring every client book. Cancel anytime during the trial.
Firm pricing, one number
$79 per month.
Unlimited clients. Unlimited users.
No contracts, no tiers, no surprises. One flat rate covers document processing, reconciliation, close, reports, and QBO or Xero sync.