Unlimited conversions. Zero data entry.

The first AI-native
general ledger.

Zera Books is the AI-native general ledger for accountants and bookkeepers.One platform for automated books, document processing, invoicing, and real-time financials.

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Dashboard
Bank Statement Converter
AI Categorization
Clients
Profit and Loss
Invoices
Journal Entries
Balance Sheet
Chart of Accounts
Financial Statements
Dashboard
Bank Statement Converter
AI Categorization
Clients
Profit and Loss
Invoices
Journal Entries
Balance Sheet
Chart of Accounts
Financial Statements

Every screen you need, in one platform

Trusted by thousands of accountants, bookkeepers, and small businesses

DeloitteKPMGEYPwCGrant ThorntonBDORSMCroweBaker TillyMoss AdamsPlante MoranForvis MazarsJPMorgan ChaseGoldman SachsMorgan StanleyBank of AmericaWells FargoCitiBlackRockVanguardDeloitteKPMGEYPwCGrant ThorntonBDORSMCroweBaker TillyMoss AdamsPlante MoranForvis MazarsJPMorgan ChaseGoldman SachsMorgan StanleyBank of AmericaWells FargoCitiBlackRockVanguard
Shaan Thind

Shaan

Thind

CPA, Vice President, BMO Capital Markets

The time I used to spend on manual document processing now goes toward higher-value analysis. Clean data extraction makes a real difference in my workflow.
5 stars on Trustpilot
G2
High Performer 2025
5 stars on Capterra
PDF
EXAMPLE BANK
Business Checking · January 2026
Beginning
$12,847.30
Ending
$24,132.67
Transaction History
Jan 28ACH STRIPE TRANSFER+1,250.00
Jan 28AMZN MKTP US*AB12-87.45
Jan 27UBER EATS 18930462-16.79
Jan 26SHELL OIL 57283 NY-52.18
Jan 25TRADER JOES #145-78.92
Jan 24PAYROLL DEP ADP+4,820.00
Jan 23CHASE MERCHANT SRVC-12.50
Extracted by Zera AI
7 transactions · 99.6% accuracy
DateDescriptionAmount
Jan 28Stripe Transfer+$1,250.00
Jan 28Amazon-$87.45
Jan 27Uber Eats-$16.79
Jan 26Shell Oil-$52.18
Jan 25Trader Joes-$78.92
Jan 24Payroll ADP+$4,820.00
Jan 23Chase Merchant-$12.50
Introducing

AI Document Processing

Zera AI extracts data from any financial document with 99.6% accuracy
Process bank statements, financial statements, invoices, and checks
Auto-categorize transactions and export to QuickBooks, Xero, or Excel
AI-powered

Smart transaction categorization

Zera AI categorizes every transaction against your live chart of accounts
Vendor names enriched from raw bank descriptions automatically
Confidence scores on every line so you review only what needs attention

UBER EATS 18930462 05/23 NY $16.79

UberEats
Travel
Meals
Software
Supplies
QuickBooks sync

Direct push to your connected QBO

Connect QuickBooks Online in one click with OAuth
Zera pushes categorized transactions as native Purchase and Deposit records
Two-way sync with conflict resolution keeps both systems in perfect balance
TXNCOAJEBILL
Zera BooksZera Books
qb
QuickBooks
Two-way sync
Built for firms

Client management

Manage unlimited clients from one dashboard
Each client gets isolated data and settings
Collaborate with your team on shared workspaces
AM

Acme Manufacturing

142 documents synced

qb
Connected
BW

Bluewater Consulting

89 documents synced

qb
Connected
ND

Northside Dental

67 documents synced

qb
Connected
PR

Pinecrest Restaurant

124 documents synced

qb
Connected
Complete workflow

Books and reporting

Full double-entry general ledger
Real-time P and L, Balance Sheet, and Cash Flow reports
Month-end close with automated checklists
Trial Balance
Profit and Loss
Balance Sheet
Cash Flow

Experience the full power of Zera Books

Say goodbye to manual data entry and outdated tools. Enjoy seamless document processing and accounting within a single platform.

PDF
Jan 27
UBER EATS 18930462
-$16.79
Zera Books
JE-0127· double-entry
Balanced
Meals & Entertainment$16.79
Chase Checking$16.79

Agentic General Ledger™

The first AI-native general ledger. Zera AI reads any bank statement, financial statement, invoice, or check, then posts it into a balanced double-entry ledger automatically. No templates, no manual entry.

Zera Books
Usage Dashboard
January 2026
Live
Documents Processed
1,482
2,194
2,847
3,516
4,193
/ ∞ unlimited
Daily Volume+34%
Bank Statements1,892
Invoices1,247
Financial Statements684
Checks370
No limits · No per-doc fees$79/mo

Unlimited conversions

Process as many bank statements, invoices, and checks as your firm needs. No per-document fees, no page limits, no quotas. One flat price that scales with your AI, not your volume.

TXNCOAJEBILL
Zera BooksZera Books
qb
QuickBooks
Two-way sync

Works with QuickBooks

Connect QuickBooks Online in one click. Two-way sync, conflict resolution, and native Purchase, Deposit, and Bill records pushed directly into QBO. Your clients never leave the system they know.

Ledger · EncryptedAES-256
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Encrypted at rest
AES-256
OAuth
RLS
Audit
SECURED ✓

Bank-grade security

Encryption at rest and in transit, OAuth-only connections, role-based access, and a full audit trail on every action. Built to the same security standards your clients’ banks use.

Export to every major accounting platform

QuickBooksXeroSageWaveFreshBooksNetSuiteMYOBZoho Books

Compare all plans

Monthly

Flexible month-to-month billing

$149/mo
Start free trial

Annual

Most Popular

Save almost 50% — billed annually

$79/mo
Start free trial

Enterprise

Custom solutions for your firm

Custom
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Experience accounting, reimagined.

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