Tax Preparation Bank Statement Processing

Automate bank statement extraction for tax season. Process client documents in minutes, eliminate manual data entry, and focus on tax strategy instead of bookkeeping.

Built for Tax Season Deadlines

Tax preparers face an annual crunch when clients deliver bank statements at the last minute. Manual data entry becomes the bottleneck that limits how many returns you can process before deadlines.

Zera Books eliminates the data entry bottleneck. Upload client bank statements in bulk, let Zera AI extract and categorize transactions automatically, and export tax-ready data to QuickBooks, Excel, or your tax software. What used to take 12+ hours per client now takes 20 minutes.

Tax Season Benefits

Batch process 50+ client statements simultaneously
AI categorization identifies tax-deductible expenses automatically
Process any bank format with Zera AI - no templates required
Multi-client dashboard to organize your tax season workflow

Tax Preparation Workflow

1. Client Document Collection

Clients email bank statements (checking, savings, credit cards) in any format. Upload all statements at once with batch processing instead of processing one at a time.

2. AI Extraction & Categorization

Zera AI extracts every transaction with 99.6% accuracy and automatically categorizes for tax purposes - identifying business expenses, deductions, income, and personal transactions. GAAP-trained categories map directly to Schedule C or corporate tax forms.

3. Review & Export

Quick 10-15 minute review per client to verify AI categorization. Export to QuickBooks, Xero, Excel, or CSV format ready for tax software import. Clean, organized data for accurate returns.

Save 10+ Hours Per Client

Manual bank statement processing during tax season consumes 12-18 hours per client when you factor in data entry, categorization, error correction, and formatting for tax software.

With Zera Books, the entire workflow takes approximately 20 minutes per client. Upload statements, let AI handle extraction and categorization, quick review, export. That's 11+ hours saved per client - time you can spend on tax strategy, advisory work, or taking on more clients.