Why use ZeraBooks instead of hiring a human bookkeeper or wrestling with legacy accounting software that lacks true end-to-end automation?
Because the books get done without anyone typing them in, and you can see the proof. ZeraBooks reads your bank and card statements, categorizes from your own reviewed history, and reconciles every month to the statement's printed opening and closing balances to the cent before it closes the month. When it's not sure, it asks you. Every change can be undone. Setup is free and we catch up past months (up to 12) for free. It's $79 a month billed annually or $149 monthly, with a 7-day free trial.
- Since ZeraBooks specifically excludes bank feeds, why did you decide to rely solely on PDF and CSV statement uploads instead of direct bank integrations?
- A statement is the bank's own record, with an opening and closing balance printed on it. That gives us something to prove every month against. ZeraBooks works from the PDF or CSV statements you upload. There's no live bank feed, and we say that up front.
- Why does the $79 to $149 pricing model make sense for a solo bookkeeper managing multiple clients versus an accounting firm processing high-volume statements?
- The subscription is $79 a month billed annually or $149 monthly. It includes 3 client companies and 1,000 converter pages a month, and each extra client is $29 a month. A solo bookkeeper with a few clients fits in that. Bookkeepers with a lot of clients, and firms processing statements at volume, get volume pricing on a call, and firms get custom workflows.
- What does the general ledger and P&L generation in ZeraBooks do differently when reconciling to the cent compared to standard accounting alternatives?
- Every month has to tie out before it closes. The statement's printed opening balance plus every transaction has to equal the printed closing balance, to the cent. If it doesn't, the month stays open and you see where the gap is. The general ledger, profit and loss, balance sheet, cash flow and trial balance are built from those reconciled months.
1 comment
Damin here, founder of ZeraBooks. Happy to answer anything about how the month-end reconciliation check works or what it doesn't do yet.