Solo Practitioner Bank Reconciliation

Bank reconciliation designed for solo accountants, bookkeepers, and CPAs. Manage multiple clients, automate processing, and reclaim billable hours.

Built for One-Person Practices

Solo practitioners handle every aspect of their practice—client communication, reconciliation, tax preparation, advisory work. You don't have time for manual data entry when every hour affects profitability.

Zera Books eliminates reconciliation bottlenecks. Upload client statements, let Zera AI extract and categorize transactions automatically, and export to QuickBooks or Xero. Spend less time on administrative tasks and more time on billable advisory work.

Solo Practitioner Benefits

Client dashboard to organize all conversions by client
Batch processing for month-end client statements
AI categorization ready for QuickBooks/Xero import
Unlimited conversions with no per-client fees

Maximize Your Utilization Rate

As a solo practitioner, your utilization rate determines profitability. Every hour spent on manual data entry is an hour you can't bill for advisory services.

Before Zera Books

• Manually enter transactions from 5 client statements: 3.5 hours

• Categorize transactions for QuickBooks: 2 hours

• Format and verify data accuracy: 1 hour

Total: 6.5 hours of non-billable work

After Zera Books

• Upload 5 client statements to Zera Books: 5 minutes

• Review AI-categorized transactions: 15 minutes

• Export to QuickBooks/Xero: 5 minutes

Total: 25 minutes

Recovery: 6 hours for billable advisory work

Client Management Dashboard

Organize all your client work in one place. Track conversion history, access past statements instantly, and manage multiple clients without juggling spreadsheets or folders.