Accuracy.Efficiency.Scalability.
Professional-grade bank statement conversion for CPAs and accounting firms. Eliminate manual data entry, maintain audit-ready accuracy, and scale your practice.
See how CPAs are scaling their practice with automation. Book a free 30-minute demo.
Trusted by CPAs and accountants at leading firms
The Challenge
What's holding your practice back
CPAs didn't spend years earning their license to type numbers from PDFs. Yet that's where too many billable hours go.
Billable Hours Lost to Data Entry
Every hour spent manually typing bank statement transactions is an hour you could be billing for advisory services or tax preparation.
Maintaining Professional Standards
Your CPA license demands accuracy. Manual transcription introduces transposition errors, missed transactions, and reconciliation nightmares.
Growing Client Load
You want to take on more clients, but each new engagement adds hours of manual processing. Growth feels capped by capacity.
Tight Filing Deadlines
Tax season brings a tsunami of bank statements. Quarterly reviews pile up. Every deadline becomes a race against the clock.
“I became a CPA to help clients make better financial decisions, not to spend my days transcribing bank statements into spreadsheets.”
Your expertise deserves better.
Your New Workflow
From statement to import-ready in minutes
A workflow designed for accounting professionals. Receive statements from clients, process with AI, and deliver clean data—all with audit-ready accuracy.
Receive Client Statements
Clients send statements in any format—PDFs, scanned images, password-protected files. No more format headaches.
- Any bank worldwide
- Scanned & digital PDFs
- Password-protected files
Professional-Grade AI Processing
Our AI extracts every transaction with CPA-level precision. Dates, descriptions, amounts—all verified automatically.
- 99.6% accuracy rate
- Audit-ready output
- Automatic categorization
Review with Full Control
Verify extracted data in a professional interface. Make adjustments, split transactions, add notes. You maintain full control.
- Line-by-line verification
- Bulk editing tools
- Transaction splitting
Deliver in Any Format
Export directly to QuickBooks, Xero, Sage, or custom CSV. Same-day delivery to clients becomes standard.
- QuickBooks Online/Desktop
- Xero & Sage formats
- Custom CSV templates
From hours to minutes per client
CPAs using our platform report 90% time savings on bank statement processing.
CPA Success Story
How a CPA saves 8-10 hours weekly
“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
12 yrs
CPA experience
0
Typing errors
Key results:
Built for CPAs
Professional tools for professional results
Everything you need to automate bank statement processing while maintaining the accuracy standards your CPA license demands.
Bank Statement Converter
Process statements from any bank with professional-grade accuracy. Works with scanned, digital, and password-protected PDFs.
- 1,000+ banks supported
- Scanned document OCR
- Password-protected files
AI Categorization
Automatically categorize transactions using AI trained on accounting patterns. Reduce categorization time by 80%.
- Learns your patterns
- Chart of accounts mapping
- Bulk categorization
Multi-Account Support
Handle complex statements with multiple accounts. Get separate, organized outputs ready for import.
- Auto-detect accounts
- Separate Excel tabs
- Linked account summaries
Accounting Software Export
Export directly to QuickBooks, Xero, Sage, and other platforms your clients use. No reformatting required.
- QuickBooks Online/Desktop
- Xero & Sage formats
- Custom client templates
The Transformation
Your practice, transformed
See how automation transforms your bank statement workflow from a time sink into a competitive advantage.
Before
- Billable hours lost to typing
- Transposition errors in amounts
- Different formats per bank
- Late nights during tax season
- Client capacity bottlenecks
After
- Reclaimed advisory time
- Audit-ready accuracy
- Universal format support
- Predictable workload
- Unlimited scalability
Related Topics
Explore everything related to CPA and accounting firm automation
Features
Zera AI
AI-powered automation for CPAs
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
Ready to scale your CPA practice?
Join CPAs and accounting professionals who've automated their bank statement workflow. More clients, less manual work, better accuracy.
Trusted by CPAs and accounting firms across North America