Close your booksin hours,not days.
Transform your month-end close from a stressful multi-day ordeal into a streamlined 4-hour process. Automate bank statement processing and focus on what matters.
See how to cut your month-end close in half. Book a free 30-minute demo.
Trusted by CPAs and accountants at leading firms
The Challenge
Why month-end close takes so long
The bottleneck isn't your accounting skills—it's the tedious manual work of extracting data from bank statements.
Drowning in Statements
Dozens of bank statements from multiple clients, different banks, varying formats. Each one needs manual data entry.
Time Crunch Every Month
The same deadline pressure every month. 2-3 hours per client just on data entry, eating into advisory time.
Error-Prone Process
Manual typing leads to transposition errors, missed transactions, and reconciliation headaches that compound.
Reconciliation Delays
One small mistake cascades into hours of troubleshooting. Partner payments get delayed. Clients get frustrated.
“I was spending 2-3 days every month just on bank statement processing. That's time I could have spent on actual client advisory work.”
Sound familiar?
The Solution
Your new month-end workflow
Four simple steps to transform bank statements into clean, import-ready data. No manual typing. No errors. No stress.
Upload Statements
Drag and drop all your bank statements at once. Any bank, any format, password-protected or not.
- Support for 1,000+ banks
- PDF, scanned images
- Batch upload supported
AI Extracts & Categorizes
Our AI reads every transaction, extracts dates, descriptions, and amounts—then categorizes them automatically.
- 99.6% accuracy rate
- Smart categorization
- Multi-account detection
Review & Adjust
Quick review in an editable table. Make any changes needed before export. Full control, zero typing.
- Inline editing
- Bulk corrections
- Undo/redo support
Export & Import
Download clean CSV or Excel files ready for QuickBooks, Xero, or any accounting software.
- QuickBooks format
- Xero format
- Custom templates
From 3 days to 4 hours
That's the average time savings our customers report for month-end close.
Customer Story
How Manning Elliott cut month-end close by 75%
“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
75%
Faster close
0
Typing errors
Key results:
Powered By
Tools that make it happen
Everything you need to automate bank statement processing and streamline month-end close.
Bank Statement Converter
Convert PDFs from any bank into clean, structured data. Works with 1,000+ banks worldwide.
- Any bank, any format
- Password-protected PDFs
- Scanned documents
AI Categorization
Automatically categorize transactions using AI that learns your patterns over time.
- Smart category suggestions
- Custom rules
- Batch categorization
Multi-Account Support
Handle statements with multiple accounts. Get separate, organized outputs for each.
- Auto-detect accounts
- Separate Excel tabs
- Combined summaries
Accounting Software Export
Export directly to QuickBooks, Xero, Sage, and other major accounting platforms.
- QuickBooks Online/Desktop
- Xero format
- Custom CSV templates
The Transformation
Before & after Zera Books
See the difference automation makes for your month-end close process.
Before
- Manual typing from PDFs
- Copy-paste errors
- Inconsistent formats
- Late nights at month-end
- Reconciliation headaches
After
- One-click extraction
- AI-verified accuracy
- Standardized output
- Predictable workflow
- Clean first-time close
Related Topics
Explore everything related to month-end close automation
Features
AI Categorization
Auto-categorize month-end transactions
Smart Transaction Matching
Automatic transaction matching
Multi-Account Support
Process all accounts simultaneously
Zera AI
AI-powered month-end automation
Bank Statement Converter
Convert statements for month-end close
Invoice Processing
Process invoices for month-end
Integrations
Ready to reclaim your month-end?
Join accountants and bookkeepers who've cut their month-end close in half. No credit card required.
Trusted by CPAs and bookkeepers across North America