ZeraBooks converts financial documents to Excel or CSV and uses bank statements to categorize transactions, reconcile accounts, and prepare financial reports.

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For small business owners, bookkeepers, and accountants who work from bank statements, ZeraBooks helps turn financial documents into organized records and reconciled books. Upload bank or credit card statements as PDFs or CSVs; its general ledger reads and categorizes transactions, checks statement balances, and reconciles accounts month by month. It flags uncertain items for review rather than silently deciding, and prepares reports such as profit and loss, balance sheet, and cash flow statements. The separate document converter extracts data from statements, checks, invoices, bills, investment statements, and financial statements. Review the extracted information, then download it as Excel or CSV in formats prepared for tools such as QuickBooks, Xero, or Sage. ZeraBooks uses uploaded statements rather than connecting directly to bank accounts, so it may suit users who prefer to provide and check their own source documents.

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