AI FOR ACCOUNTANTS AND BOOKKEEPERS
ZeraBooks is accounting software for accountants and bookkeepers who keep books for clients. Each client is its own company in one login, and AI accounting software does the routine work: it reads statements, categorizes from that client’s history, reconciles and drafts month-end entries for you to review. 3 clients are included from $79 a month billed annually, then $29 a month each.
7-day free trial · 3 clients included · ZeraBooks builds custom solutions specifically for accounting firms.
HOW A FIRM WORKS IN ZERABOOKS
ALL CLIENTS
All Clients lists every business you keep books for: the latest month covered by a statement, how many transactions need review, how many statements need a look in reconciliation, and each client’s cash, receivables and payables. Click any number to go straight to the work.
LEARNS EACH CLIENT
Categorization in the AI-native general ledger is guided by each client’s chart of accounts and reviewed history, and your corrections take priority. What you teach Ask Zera about a business stays with that client and is never used for another.
Switch between clientsCLIENT REPORTING
Build a month-end, quarter-end or year-end report pack with a cover, executive summary, statements, charts and your notes, starting fresh or from last month’s report. Publish it as a final snapshot, download it as a PDF, or email the statements to your client with PDFs, the ledger CSV or an Excel workbook attached.
Create a month-end report
Try it on your own documents. One-week free trial, both apps included.
WHAT THE AI TAKES OFF YOUR PLATE
Statements are read, categorized and reconciled on upload, and each month is proven against the printed balances. When a client only needs the data, the included bank statement converter turns statements into Excel or CSV.
Autopilot links vendors and customers, approves documents that pass every check and matches them to their payments.
Depreciation, loan interest and prepaid spreads are drafted with the calculation in the memo.
Give Ask Zera months of statements in one message and it imports, categorizes, reconciles and closes them, asking only what it can’t tell.
What only the client knows, such as whether a charge was personal, is collected as plain-language questions.
FOR ACCOUNTING FIRMS
ZeraBooks builds custom solutions specifically for accounting firms. Used for financial data extraction by teams at top-10 U.S. accounting firms. Customer references are available on request.
Referrals from top-10 U.S. accounting firms are available as references on request. Firms that mainly need client statements turned into spreadsheets can have the bank statement converter tailored to the firm for free. See ZeraBooks Enterprise for custom software for accounting firms, or book a call with Damin to talk through your firm’s workflow.
Most small-business accountants work in QuickBooks Online or Xero, plus tax and practice-management software; our guide to CPA tools sorts a small firm’s stack by job. ZeraBooks is for accountants who want AI to do the routine bookkeeping for every client in one ledger, with each month proven against the bank statement.
The reliable uses are the repetitive ones: reading bank and card statements, categorizing transactions from a client’s past decisions, matching payments to bills and invoices, reconciling to the statement and drafting recurring entries such as depreciation. In ZeraBooks the AI makes those calls and the ledger does every calculation, so no figure in a client report comes from AI arithmetic. Anything it isn’t sure about comes to you as a question.
AI is taking over routine bookkeeping such as categorizing, matching and drafting entries. Judgment, sign-off, tax and advice still need an accountant. ZeraBooks is built around that split: the AI asks instead of guessing and every action can be undone.
Common reasons include per-plan feature limits, per-client costs and time spent fixing bank-feed categorization. ZeraBooks has one plan with every feature, 3 clients included, and AI that categorizes from each client’s reviewed history. More on ZeraBooks as a QuickBooks alternative.
One subscription at $79 a month billed annually or $149 monthly includes 3 active clients. Each additional active client is $29 a month, or $290 a year on annual billing. Archived clients and your own books don’t count. See ZeraBooks pricing.
No. A ZeraBooks account is for one person, with no client logins or team roles. You share results by publishing or emailing reports and statements.
Yes. For each client, upload the trial balance and unpaid invoice and bill reports from the old software as of the closing date, and ZeraBooks builds the opening books.
Yes, on the bank side. Every statement is proven against its printed opening and closing balances, and the Money in and out download gives receipts and disbursements per month. Our proof of cash guide has a four-column example that ties and a CSV template.
ONE-WEEK FREE TRIAL
Set up one client from last month’s statements and see the month done. 3 clients included, then $29 a month for each one you add.
Last updated October 12, 2026 · Written by Damin Mutti, founder of ZeraBooks