Simple Bank Reconciliation

Straightforward bank reconciliation without complexity. Upload statements, get clean transaction data, and export to your accounting software in minutes.

Reconciliation Made Simple

Bank reconciliation doesn't need to be complicated. Zera Books eliminates manual data entry, template configuration, and technical setup. Upload your statement PDF, and Zera AI handles the extraction automatically.

No accounting expertise required. No software training needed. Just upload, review, and export. Whether you're reconciling one account or ten, the process stays simple and fast.

Why It's Simple

No template training or configuration required
Automatic transaction extraction from any bank format
AI categorization ready for QuickBooks/Xero
Multi-account auto-detection in single PDFs

Three-Step Process

Upload Statement

Drag and drop your bank statement PDF. Works with any bank format—checking, savings, credit cards.

AI Processes Data

Zera AI extracts transactions, dates, amounts, and descriptions. Automatic categorization for accounting software.

Export to Software

Download as Excel, CSV, or QBO format. Import directly to QuickBooks, Xero, or your preferred accounting platform.

No Technical Skills Required

Unlike complex reconciliation tools that require training courses or accounting degrees, Zera Books is designed for anyone who needs to process bank statements.

Small business owners, freelancers, and bookkeepers use Zera Books to reconcile accounts without technical expertise. The AI handles the complexity behind the scenes while you get clean, ready-to-use transaction data.