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Zoho Bank Reconciliation

Convert PDF bank statements to Zoho Books-ready CSV format. Perfect for Zoho Books users who need clean, categorized transaction imports.

Simplify Zoho Books Reconciliation

Zoho Books is a comprehensive accounting platform for small businesses, but importing bank statement data still requires manual effort when bank feeds aren't available. Zera Books automates this process by converting any PDF bank statement to Zoho Books-compatible CSV format with AI-powered categorization.

Our platform recognizes any bank statement layout, extracts transaction data with 99.6% accuracy, and formats it exactly how Zoho Books expects. Whether you're processing historical statements or handling banks without direct feeds, you get clean CSV files ready for import.

Key Features for Zoho Books Users

  • Zoho Books-compatible CSV output with proper formatting
  • AI categorization for Zoho Books chart of accounts
  • Multi-account auto-detection for multiple bank accounts
  • Complements Zoho Books bank feeds
  • Batch processing for multiple statements
  • Unlimited conversions at flat monthly rate

How It Works

1

Upload Bank Statements

Upload PDF bank statements from any bank. Zera AI recognizes the format automatically - no template setup required.

2

AI Extraction & Categorization

Zera AI extracts transaction data and auto-categorizes based on your Zoho Books chart of accounts. Review and adjust as needed.

3

Import to Zoho Books

Download Zoho Books-formatted CSV and import using Zoho Books' CSV import feature. Proper formatting ensures error-free imports.

Frequently Asked Questions

Automate Your Zoho Books Reconciliation

Stop manual data entry. Start importing clean, categorized transactions.

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