Don't letbookkeeping becomeanother job.
You wear enough hats already. Get your finances organized in minutes, not hours. Separate business from personal, track every deduction, and breeze through tax season.
See how to get your freelance finances organized. Book a free 30-minute demo.
Trusted by freelancers and solopreneurs everywhere

The Challenge
Why freelance finances feel overwhelming
You went freelance for freedom, not to spend weekends sorting through bank statements. Sound familiar?
Mixing Personal & Business
Using the same card for groceries and client expenses? Good luck untangling that mess at tax time.
Tracking Tax Deductions
That coffee meeting with a client, the home office supplies, mileage—deductions slip through the cracks every year.
No Accounting Staff
You're the CEO, the marketing team, and apparently the bookkeeper too. But bookkeeping isn't why you started freelancing.
Year-End Tax Scramble
April rolls around and suddenly you're digging through 12 months of bank statements trying to reconstruct your finances.
“I spent an entire weekend going through a year of statements for taxes. That's time I could have spent actually earning money.”
Every freelancer knows this feeling.
The Solution
Your new finance workflow
Four simple steps to organized finances. No spreadsheet gymnastics. No weekend-killing data entry.
Upload Statements
Upload your bank and credit card statements. Personal accounts, business accounts—we handle them all.
- Support for any bank
- Credit cards included
- Multiple accounts at once
AI Separates & Categorizes
Our AI reads every transaction and automatically categorizes them—office supplies, travel, software subscriptions.
- Smart categorization
- Learns your patterns
- Tax-ready categories
Tag Business vs Personal
Quickly mark transactions as business or personal. Bulk-select similar transactions to speed things up.
- One-click tagging
- Bulk selections
- Split transactions
Export for Taxes
Download clean reports ready for your accountant or tax software. Organized by category and deduction type.
- Tax-ready format
- Category summaries
- CPA-friendly exports
From weekend headaches to 15-minute tasks
Most freelancers finish organizing their monthly finances in under 15 minutes.
Success Story
From tax-time panic to year-round clarity
“I used to spend entire weekends digging through bank statements before tax season. Now I upload my statements monthly, everything gets categorized automatically, and when April rolls around I just export and send to my accountant. The time I save goes straight into billable work.”

Ashish Josan
Manager, CPA, Manning Elliott
5+ hrs
Saved monthly
100%
Deductions captured
<1 hr
Tax prep time
Key results:
Powered By
Tools built for freelancers
Everything you need to stay on top of your finances—without becoming a bookkeeper.
Bank Statement Converter
Convert PDFs from any bank into clean, organized data. Personal checking, business savings, all in one place.
- Any bank, any format
- Multiple accounts
- Scanned statements work too
AI Categorization
Automatically categorize expenses like a pro bookkeeper. Office supplies, travel, meals—sorted instantly.
- Tax-ready categories
- Learns your patterns
- Custom category rules
Credit Card Support
Credit card statements work just as well. Track every business expense across all your cards.
- All major cards
- Rewards tracking
- Unified expense view
Tax-Ready Exports
Export clean reports ready for your accountant or tax software. No reformatting needed.
- QuickBooks format
- Excel summaries
- Category breakdowns
The Transformation
Before & after Zera Books
See how freelancers transform their financial management—and their stress levels.
Before
- Scrolling through 12 months of statements
- Missing legitimate deductions
- Mixing business and personal expenses
- Panic mode every tax season
- Paying more than you should
After
- Monthly 15-minute check-ins
- Every deduction captured automatically
- Clean separation of expenses
- Tax-ready reports year-round
- Maximize your deductions
Ready to reclaim your weekends?
Join thousands of freelancers who've taken control of their finances. No credit card required.
Trusted by freelancers, solopreneurs, and independent consultants worldwide
Related Resources
Explore all Zera Books solutions
Small Business OwnersSolutions for small businesses
PDF to Excel ConverterConvert statements to Excel
Bank Statement ProcessingProcess any bank statement
AI CategorizationAutomatic transaction categorization
Simple ReconciliationEasy-to-use workflows
QuickBooks IntegrationDirect QuickBooks export
Xero IntegrationDirect Xero export
PricingView plans and pricing
