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What is ZeraBooks?

ZeraBooks is an innovative cloud-based solution designed for accounting and bookkeeping, specifically aimed at small businesses, independent bookkeepers, and accounting firms. The platform allows users to seamlessly upload their bank and credit card statements in PDF or CSV formats, making it easier to categorize transactions, match bill payments with invoices, and reconcile financial statements. By utilizing the transaction history reviewed by users, ZeraBooks provides category suggestions and identifies entries that need manual adjustments. Its double-entry general ledger system includes a comprehensive array of reports such as profit and loss statements, balance sheets, cash flow analyses, and trial balances, while also effectively managing bills, invoices, and facilitating month-end closings. Bookkeepers benefit from the ability to manage multiple clients through a single login, enhancing their efficiency. In addition, ZeraBooks offers a bank statement conversion tool that converts PDF statements into Excel or CSV formats, ensuring users can easily integrate with widely used accounting platforms like QuickBooks, Xero, and Sage. The service is provided on a subscription basis, with additional bookkeeping services offered for those in need of extra assistance. This wide range of features positions ZeraBooks as a compelling choice for businesses looking to optimize their financial management and improve overall efficiency. Moreover, the user-friendly interface and robust functionality further enhance the appeal of ZeraBooks as a go-to solution for accounting needs.

What is Accounts Draft?

Accounts Draft is an innovative online AI toolkit designed specifically for accountants, bookkeepers, and firms in the accounting sector. This platform boasts an array of features, such as converting PDF bank statements into Excel files, categorizing transactions into suitable accounting classifications, and efficiently generating trial balance data. Additionally, it allows users to extract information from invoices, compare draft accounts with prior year financials, and create audit working papers by selecting transactions and linking them to the corresponding supporting invoices. The platform also streamlines client operations by enabling the creation of onboarding packages that include KYC checklists, AML risk assessments, identification forms, engagement letters, and professional-clearance letters, all pre-filled with information sourced from Companies House. Beyond these functionalities, the toolkit offers capabilities for preparing fee quotes, generating company-secretarial documents, and filling out HMRC 64-8 authorization forms. Users can download their outputs in a variety of formats, including spreadsheets, Word documents, and PDFs, which facilitates smooth integration into their current accounting workflows. By leveraging Accounts Draft, financial professionals can significantly boost their efficiency and precision in handling their responsibilities, ultimately leading to improved client service and satisfaction. This comprehensive suite of tools ensures that users remain competitive and well-equipped to navigate the complexities of modern accounting tasks.

Media

Media

No images available

Integrations Supported

Model Context Protocol (MCP)

Integrations Supported

API Availability

Has API

API Availability

Pricing Information

$79/month
USD $79/month billed annually ($948/year) or $149/month billed monthly. Includes General Ledger, Converter (1,000 pages/month), and 3 client companies; each additional client is $29/month or $290/year. 7-day free trial; card required, no charge during trial. Done-for-you bookkeeping is separate, from $150/month.
Free Trial Offered?

Pricing Information

£0
Free plan: £0, with access to the tools. Professional: £65 per month for unlimited tool usage and all features; includes up to 20 Post Router uses monthly (1,000 letters) and can be cancelled anytime. Team pricing is custom for multiple user seats; volume discounts and dedicated support are available.
Free Version

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Web-Based Support

Customer Service / Support

Web-Based Support

Training Options

Documentation Hub

Training Options

Documentation Hub

Company Facts

Organization Name

ZeraBooks

Date Founded

2025

Company Location

Canada

Company Website

www.zerabooks.com

Company Facts

Organization Name

Accounts Draft Limited

Date Founded

2025

Company Location

United Kingdom

Company Website

accountsdraft.com

Categories and Features

Accounting

Not specified

Bookkeeping

Not specified

General Ledger

Not specified

Categories and Features

Accounting

Not specified

AI Accounting

Not specified

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