Multi-Client Management for Accounting Firms
Scale your bookkeeping practice with batch processing, AI automation, and centralized client management. Handle more clients without more overhead.
What is Multi-Client Management for Accountants?
Multi-client management software helps accounting firms organize, process, and manage work for multiple clients from a centralized platform. It includes features like client dashboards, batch processing, document management, and workflow automation to scale operations efficiently without proportionally increasing overhead. Zera Books provides AI-powered multi-client management with 99.6% accuracy, unlimited conversions for $79/month, and the ability to handle 3x more clients without additional staff.
Scale Your Practice with Automation
Firms using Zera Books handle significantly more clients while reducing manual workload.
Handle triple the client load without additional staff
Automated processing eliminates manual data entry
AI maintains consistent quality across all clients
Zera AI dynamically processes any bank statement format
Everything You Need to Manage Multiple Clients
Purpose-built features for accounting firms serving many clients.
Centralized Client Dashboard
View all clients, their documents, and processing status from a single dashboard.
Batch Processing
Upload and process documents from multiple clients simultaneously to save time.
Automatic Organization
AI sorts and categorizes documents by client and document type automatically.
Multi-Account Detection
Automatically detect and separate multiple accounts within single PDF statements.
Processing Analytics
Track conversion volumes, processing time, and efficiency metrics across clients.
Workflow Integration
Export to QuickBooks, Xero, and other accounting platforms seamlessly.
Streamlined Multi-Client Workflow
From document collection to accounting export in four simple steps.
Collect Documents
Clients upload documents through secure portal or you batch upload multiple files.
AI Processing
Zera AI extracts transactions, detects accounts, and categorizes data automatically.
Review & Approve
Quick review of processed data with ability to adjust categories as needed.
Export & Sync
Export to QuickBooks, Xero, or download organized Excel/CSV files per client.
Keep Every Client Organized Effortlessly
Automatic document sorting and client-specific tracking eliminate manual organization work.
Client-Specific Folders
Each client gets their own dedicated space. All documents, conversions, and exports are automatically organized by client name for easy retrieval.
- Automatic file naming with client identifiers
- Conversion history per client
- Export settings saved by client
Activity Tracking
Dashboard view shows which clients have pending work, recent conversions, and processing metrics across your entire practice.
- See all client activity at a glance
- Track monthly processing volumes
- Identify which clients need attention
Batch Processing for Maximum Efficiency
Upload bank statements from 10, 20, or 50+ clients at once. Zera AI processes them in parallel, automatically detecting account boundaries and organizing outputs by client.
Before & After Batch Processing
Without Batch Processing
- Process one client at a time
- 15-20 minutes per bank statement
- Manual organization and filing
- Context switching between clients
With Zera Books Batch
- Upload all clients at once
- 2-3 minutes per batch of 20+ statements
- Automatic organization by client
- Focus on review, not data entry
Reclaim Hours Every Week
Multi-client management automation saves an average of 10+ hours per week for accounting firms.
Manual data entry eliminated
Reduced to 4-5 hours total
Without hiring more staff
“We were drowning in bank statements from two provinces and multiple revenue streams. Zera Books cut our month-end reconciliation from three days to about four hours.”
Manroop Gill
Co-Founder
Seamless Integration with Your Workflow
Export client data in formats ready for direct import into QuickBooks, Xero, and other accounting platforms. No manual reformatting required.
QuickBooks Integration
Desktop & Online formats with category mapping
Xero-Ready Exports
CSV files formatted for direct import
Universal Excel/CSV
Standard formats for any accounting software
Batch Export
Export all client files at once, organized by client
Multi-Client Export Features
Client-Specific Settings
Save export preferences per client for consistent formatting
Data Separation
Complete isolation between client data for compliance
Automatic File Naming
Files named with client and date for easy organization
Frequently Asked Questions
Common questions about managing multiple accounting clients.
Multi-client management software helps accounting firms organize, process, and manage work for multiple clients from a centralized platform. It includes features like client dashboards, batch processing, document management, and workflow automation to scale operations efficiently without proportionally increasing overhead.
Enterprise-Grade Security & Compliance
Protect client data with bank-level security and maintain complete separation between clients.
Data Isolation
Complete separation between client data with no cross-contamination
Audit Trail
Full activity logs for every conversion and export per client
Access Controls
Role-based permissions for team members handling client data
Compliance Ready
Meet data protection requirements for professional services
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Pricing
View all plans and pricing
Ready to Scale Your Practice?
Handle more clients with less effort. Zera Books' multi-client management features help you grow without proportionally increasing overhead.
Try for one week