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ZeraBooks

AI bookkeeping: upload bank statements and it categorizes, reconciles and reports in a real general ledger.

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Pricing
One subscription covers the General Ledger and the Converter: US$79 a month billed annually (US$948 a year) or US$149 monthly, with 1,000 Converter pages a month. Larger plans add pages (2,500 or 5,000 a month). Every plan starts with a 7-day trial that needs a card; there is no free plan. Done-for-you bookkeeping is a separate service from US$150 a month. Official source 1 ↗
Available as
ZeraBooks is a web application; its Help Center also offers an MCP server for compatible AI clients. Official source 1 ↗ · Official source 2 ↗
Primary group
Business & Operations

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What it does

ZeraBooks is web-based AI bookkeeping software for small businesses that keep their own books and for bookkeepers with many clients. You upload bank and credit card statements; it extracts the transactions into a double-entry general ledger, categorizes them, matches bills and invoices to payments, reconciles each month against the bank and builds P&L, balance sheet and cash flow reports. A document Converter that turns statements, checks and invoices into Excel or CSV is included.

Official source 1 ↗

Features

  • Statement extraction. Upload a bank or credit card statement and Zera reads the transactions into your books, keeping the source document available for review. Official source 1 ↗
  • Categorization that learns. Each client's chart, business context and reviewed history guide categorization, and your corrections take priority next time. Official source 1 ↗
  • Autopilot with three levels. Autopilot names vendors and customers, approves bills and invoices that pass every check, splits loan interest, spreads prepaid expenses and signs off months that tie; you choose Cautious, Balanced or Autopilot. Official source 1 ↗
  • Bills, invoices and payments. Bills and invoices sit in the same books as bank activity, and qualifying payments settle them without recording income or expense twice. Official source 1 ↗
  • Reconciliation and reports. It checks statement arithmetic, continuity and ledger balance, then builds P&L, balance sheet, cash flow and trial balance where any number can be traced to its source. Official source 1 ↗
  • Document Converter. Statements are proven against their printed balances and downloaded as Excel or CSV in QuickBooks-, Xero- or Sage-ready formats; checks in PDFs are extracted too. Official source 1 ↗
  • Multi-client view and month-end reports. Bookkeepers see every client with books-through date, review, cash, A/R and A/P, and can publish a month-end PDF report built from live books. Official source 1 ↗
  • Move from other software. Guides cover exporting from QuickBooks Online, QuickBooks Desktop, Xero, Sage, FreshBooks and Wave into ZeraBooks. Official source 1 ↗

Pricing & free limits

ZeraBooks

US$79per month, billed annually (US$948/yr); US$149 monthly

General Ledger and Converter with 1,000 Converter pages a month and 3 client companies. Official source 1 ↗

ZeraBooks 2,500

US$179per month, billed annually; US$249 monthly

Same apps with 2,500 Converter pages a month. Official source 1 ↗

ZeraBooks 5,000

US$449per month, billed annually; US$599 monthly

Same apps with 5,000 Converter pages a month. Official source 1 ↗

Billing details

Each additional active client beyond the 3 included costs US$29 a month or US$290 a year; there are no per-seat fees. Official source 1 ↗

There is no overage billing: you move up a plan, prorated immediately. There are no mid-period refunds, and after cancelling you keep access until the period ends. Official source 1 ↗ · Official source 2 ↗

Setup and catch-up of up to the last 12 months are free; done-for-you bookkeeping is a separate service from US$150 a month. Official source 1 ↗

Free access & limits

There is no free plan. The 7-day trial needs a card and includes 1,000 Converter pages; pages that fail to convert never count. Official source 1 ↗ · Official source 2 ↗ · Official source 3 ↗

Best for & limitations

A small business owner sends past bank statements, gets up to 12 months of books caught up for free, and then lets ZeraBooks categorize and reconcile each month. Official source 1 ↗ · Official source 2 ↗

A bookkeeper manages several client companies in one login and sends each a month-end PDF report built from reconciled books. Official source 1 ↗

An accountant converts PDF bank statements into QuickBooks- or Xero-ready CSV files without moving the client's books. Official source 1 ↗

  • No live bank connection. Transactions come in only from uploaded PDF statements or CSV imports. Official source 1 ↗
  • Converter does not sync to QuickBooks. Converter output is a file download; it does not connect to QuickBooks. Official source 1 ↗
  • Page caps on conversion. When a plan's pages run out, new uploads wait until the next period or an upgrade. Official source 1 ↗
  • Documents go to third-party AI providers. Document content is sent to ZeraBooks' AI model providers for processing; customer data is not used to train general-purpose models offered to others. Official source 1 ↗
  • Three book currencies. Each company keeps its books in US dollars, Canadian dollars or euros only. Official source 1 ↗
ZeraBooks product screenshot
Submitted screenshotFixed desktop viewport · 1440 × 900

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