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ease 0 out of 5 stars
features 0 out of 5 stars
design 0 out of 5 stars
support 0 out of 5 stars

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Average Ratings 0 Ratings

Total 0 out of 5 stars
ease 0 out of 5 stars
features 0 out of 5 stars
design 0 out of 5 stars
support 0 out of 5 stars

No User Reviews. Be the first to provide a review:

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Description

Activate user approvals across all devices and provide tailored financial reports that include in-depth analysis and complete audit functionalities. Minimize accounting mistakes with automated bill payments and the generation of recurring invoices. Additionally, you can seamlessly import credit card statements from City National Bank into AgilLink. Oversee multi-entity general ledgers through an integrated workflow dashboard, effective management of consolidated financial periods, and a unified sign-on experience for accounting, bill pay, accounts receivable, document management, and online banking platforms. Enhance security and operational integrity with user-specific, role-based access permissions and maintain detailed audit trails supported by thorough information security assessments and protocols. This comprehensive approach ensures that all financial activities are not only streamlined but also secure and compliant.

Description

ZeraBooks is a cloud-based accounting and bookkeeping solution tailored for small enterprises, individual bookkeepers, and accounting firms. Users can conveniently upload their bank and credit card statements in either PDF or CSV formats to facilitate a review of transaction categorization, matching of bill and invoice payments, and reconciliation of statements. The platform leverages its users' reviewed transaction history to offer category suggestions and highlights entries that require manual intervention. Its double-entry general ledger functionality encompasses a wide range of reports, including profit and loss, balance sheets, cash flow, and trial balances, in addition to managing bills, invoices, and month-end closures. Bookkeepers can efficiently oversee multiple client accounts with a single login. Additionally, ZeraBooks features a bank statement conversion tool that transforms PDF statements into Excel or CSV formats, ensuring compatibility with popular accounting software like QuickBooks, Xero, and Sage. The service operates on a subscription basis, while comprehensive bookkeeping services are available for those seeking additional support. This combination of features makes ZeraBooks an attractive option for businesses looking to streamline their financial management processes.

API Access

Has API No 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

Addepar Yes 
Model Context Protocol (MCP) No 

Integrations

Addepar No 
Model Context Protocol (MCP) Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

$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 Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

AgilLink

Founded

1976

Country

United States

Website

www.agillink.com

Vendor Details

Company Name

ZeraBooks

Founded

2025

Country

Canada

Website

www.zerabooks.com

Product Features

Accounting

Accounts Payable No 
Accounts Receivable Yes 
Bank Reconciliation Yes 
Billing & Invoicing Yes 
CPA Firms No 
Cash Management No 
Cryptocurrency Support No 
Expense Tracking No 
Fixed Asset Management No 
Fund Accounting No 
General Ledger No 
Government No 
Multi-Currency No 
Nonprofits No 
Payroll Management Yes 
Project Accounting Yes 
Purchase Orders No 
Tax Management Yes 

Product Features

Accounting

Accounts Payable No 
Accounts Receivable No 
Bank Reconciliation No 
Billing & Invoicing No 
CPA Firms No 
Cash Management No 
Cryptocurrency Support No 
Expense Tracking No 
Fixed Asset Management No 
Fund Accounting No 
General Ledger No 
Government No 
Multi-Currency No 
Nonprofits No 
Payroll Management No 
Project Accounting No 
Purchase Orders No 
Tax Management No 

Bookkeeping

Accounts Payable No 
Accounts Receivable No 
Bank Reconciliation No 
Billing & Invoicing No 
Cash Management No 
Collections No 
Expense Tracking No 
Fixed Asset Management No 
General Ledger No 
Payroll No 
Revenue Recognition No 
Spend Management No 
Tax Management No 

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