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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 Lendio?

Optimize your financial management while keeping a keen eye on business growth by allowing us to handle your bookkeeping. Begin by providing a few basic details about your business, and we will seamlessly import your income and expenses for accurate financial reporting. In just a few simple steps, create a tailored invoice that showcases your brand identity. Our complimentary bookkeeping software is specifically designed for small businesses, enabling easy bank connections for hassle-free account reconciliation. You will benefit from transparent and detailed profit and loss reports, along with balance sheets that provide a clear financial overview. Transitioning your existing financial data to your accountant can be done effortlessly. Accelerate your payment collection with Lendio, which allows you to process credit card payments and bank transfers, ensuring quicker access to your cash flow. Elevate the professionalism of your invoices and estimates by integrating your branding, and set up recurring invoices that enable your customers to opt for automatic payments. Entrust the entire bookkeeping process to our expert team, and if you encounter any issues or have questions, you can chat with a bookkeeper for prompt help anytime. This way, you can devote your energy to what really counts—growing your business and effectively serving your clients while we take care of your financial details. With our support, you can achieve peace of mind in your financial management and focus on your core mission.

Media

Media

Integrations Supported

Model Context Protocol (MCP)

Integrations Supported

Compliancely
GetMyInvoices
PracticeAdmin
Square Appointments
Square POS
Square Payments
Square Payroll
Square for Retail
Stripe

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

Pricing not provided
Free Trial Offered?

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub

Training Options

Documentation Hub
Webinars
Online Training

Company Facts

Organization Name

ZeraBooks

Date Founded

2025

Company Location

Canada

Company Website

www.zerabooks.com

Company Facts

Organization Name

Lendio

Date Founded

2011

Company Location

United States

Company Website

www.lendio.com/small-business-software

Categories and Features

Accounting

Not specified

Bookkeeping

Not specified

General Ledger

Not specified

Categories and Features

Accounting

Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
Expense Tracking
General Ledger
Multi-Currency
Nonprofits
Purchase Orders

Billing and Invoicing

Billing Portal
Contact Database
Dunning Management
Hourly Billing
Mobile Payments
Online Invoicing
Online Payments
Payment Processing
Recurring/Subscription Billing
Tax Calculator

Bookkeeping

Bank Reconciliation
General Ledger
Revenue Recognition
Spend Management
Tax Management

Farm Accounting

Not specified

Financial Reporting

Audit Trail
Balance Sheet
Cash Management
Multi-Company
Profit / Loss Statement

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