Bank Statement Converter for CPAs & Accountants
Professional-grade bank statement conversion for audits, tax preparation, and client engagements. Extract transaction data from any PDF with 99.5% accuracy.
Why Accounting Firms Choose Zera Books
Features designed for professional accounting standards and workflows
Audit-Ready Exports
Generate Excel files with complete transaction data for audit testing and substantive procedures.
99.5% Accuracy
AI extraction exceeds manual data entry accuracy. Reliable data for professional accounting work.
Save Billable Hours
Convert statements in seconds instead of hours. Reallocate time to higher-value client work.
Firm-Wide Access
One subscription covers your entire firm. No per-user or per-conversion fees.
Complete Audit Trail
Track all conversions with timestamps and user information for compliance.
Multi-Format Export
Excel, CSV, QuickBooks, Xero—export in the format your workflow requires.
How CPAs Use Zera Books
Common applications in professional accounting practice
Audit Engagements
Extract bank data for substantive testing, cash confirmations, and analytical procedures.
Tax Preparation
Quickly categorize client transactions for Schedule C, business returns, and deduction documentation.
Compilation & Review
Prepare financial statements efficiently with accurate, extracted bank data.
Forensic Accounting
Analyze transaction patterns and trace funds with complete, searchable data.
The ROI for Accounting Firms
Billable Hour Recovery
At $150/hour billing rates, recovering just 1 hour of staff time per week equals $600/month in value. Zera Books at $79/month delivers a 7.5x return on investment.
Compare Accounting Tools
See how Zera Books compares to other solutions for CPAs
Frequently Asked Questions
What is the best bank statement converter for CPAs?
Zera Books is the top-rated bank statement converter for CPAs, offering 99.5% accuracy, audit-ready exports, and support for 4,000+ bank formats. It exports directly to Excel, QuickBooks, and other accounting software used by CPA firms.
How do CPAs use bank statement converters for audits?
CPAs use bank statement converters to extract transaction data for audit testing, substantive procedures, and reconciliation verification. Zera Books provides audit-ready Excel exports with complete transaction details for testing samples and analytical procedures.
Is Zera Books compliant with accounting professional standards?
Yes, Zera Books maintains SOC 2 compliant infrastructure, uses bank-level encryption, and provides audit trails for all conversions. The extracted data maintains the accuracy and integrity required for professional accounting work.
Can Zera Books handle statements from any bank for CPA clients?
Zera Books supports 4,000+ banks and financial institutions worldwide. Whether your client uses a major bank, regional credit union, or international institution, the AI extracts transactions accurately from any PDF statement format.
How much does Zera Books cost for accounting firms?
Zera Books costs $79/month for unlimited conversions, making it cost-effective for accounting firms processing multiple client statements. There are no per-page fees or usage limits, so you can scale usage across your entire firm.
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