ZeraBooks

ZeraBooks is an AI-powered bookkeeping automation platform for accountants, bookkeepers, CPAs, and small business owners. At the core is Zera AI, a proprietary machine learning engine trained on over 3.2 million real financial documents, validated by 50+ CPA professionals. The result is 99.6% field-level extraction accuracy across dates, amounts, descriptions, and running balances.

Unlike template-based solutions that require manual configuration for each bank, Zera AI dynamically recognizes and processes any bank statement format. Chase, Bank of America, Wells Fargo, regional credit unions, international banks, and credit card statements are all handled automatically. When banks update their layouts, our AI adapts without intervention. No template training, no manual setup.

ZeraBooks processes four document types: bank statements, financial statements including income statements and balance sheets, invoices with full line-item extraction, and checks with MICR data. Most competitors only handle bank statements.

AI transaction categorization automatically maps every transaction to your QuickBooks or Xero chart of accounts using GAAP-trained categories. The system learns from your patterns and supports custom category groups.

AI-powered reconciliation achieves 95%+ automatic match rate. Fuzzy matching handles timing differences, detects discrepancies automatically, and learns from your patterns. Built-in validation identifies duplicates and flags unusual amounts.

Multi-account auto-detection identifies checking, savings, and credit cards within a single PDF and separates them automatically. Each account maintains its metadata.

The client management dashboard organizes conversions by client with complete history and audit-ready documentation. Batch processing handles 50+ statements at once. Unlimited conversions with no page limits or usage tracking.

Direct integrations with QuickBooks Online and Xero. Pre-configured exports for QuickBooks Desktop, Sage, Wave, Zoho Books, NetSuite, FreshBooks, MYOB, and Oracle.

Zera OCR handles scanned documents and low-quality images with 95%+ accuracy. Security includes AES-256 encryption, SOC 2 Type II compliance, and GDPR compliance. Data auto-deleted after processing.

Over 1,000 accountants and bookkeepers use ZeraBooks to eliminate manual data entry and cut month-end close from days to hours.