Zera Books is a type of accounting automation software solution that helps accountants, bookkeepers, CPAs, and small business owners convert financial documents into structured data for accounting systems like QuickBooks and Xero.
The platform processes four types of financial documents: bank statements (checking, savings, credit cards), financial statements (income statements, balance sheets, cash flow), invoices (vendor invoices with line-item extraction), and checks (check images with MICR extraction). Users upload PDF documents or images, and the platform extracts transaction data, account information, and financial details using AI-trained optical character recognition.
Zera Books addresses the manual data entry process that accounting professionals perform when transferring information from PDF bank statements into accounting software. Traditional OCR tools require template configuration for each bank format and need updates when financial institutions modify their statement layouts. This platform uses machine learning trained on financial documents to recognize statement formats without template setup.
Key features include:
• AI transaction categorization that maps extracted transactions to QuickBooks or Xero chart of accounts
• Multi-account detection that separates checking, savings, and credit card accounts from single PDF files
• Client management dashboard for organizing conversions by client for accounting firms
• Batch processing capability to upload and process multiple statements simultaneously
• Direct integration exports formatted for QuickBooks Online, QuickBooks Desktop, Xero, Sage, Wave, Zoho Books, and NetSuite
The platform operates on a subscription model at $79 per month with unlimited document conversions, no per-page fees, and no client limits. Users access the service through a web browser without software installation.
Use cases include CPA firms managing multiple client accounts, bookkeeping services processing monthly statements for numerous clients, small business owners handling their own accounting, tax preparers extracting year-end transaction data, and financial analysts requiring clean data for reporting. The workflow automation reduces the time accountants spend on data entry tasks during month-end close processes.
The technology uses proprietary AI trained on financial documents and OCR capable of processing scanned PDFs, photographs, and low-quality images. Security features include AES-256 encryption and cloud-based infrastructure for remote access.