AgilLink ZeraBooks

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AgilLink:

About

Enable end-user approvals on any device and deliver customized financial statements with detailed drill-down and full audit capabilities. Reduce accounting errors with bill pay and recurring invoice generation. You can also import City National Bank credit card statements directly into AgilLink. Manage multi-entity general ledgers with a comprehensive workflow dashboard, consolidated financial period management, and single sign-on across accounting, bill pay, accounts receivable, document management and online banking systems. Leverage a high level of security and business controls with user-level, role-based permissions and audit trails backed by information security risk assessments and protocols.
ZeraBooks:

About

ZeraBooks is cloud accounting and bookkeeping software for small businesses, bookkeepers, and accounting firms. Users upload bank and credit-card statements in PDF or CSV, then review transaction categorization, bill and invoice payment matching, and statement reconciliation. The system uses a business’s reviewed transaction history to suggest categories and flags items that need human input. Its double-entry general ledger supports profit-and-loss, balance-sheet, cash-flow, and trial-balance reports, along with bills, invoices, and month-end close. Bookkeeping professionals can manage multiple client companies from one account. ZeraBooks also includes a bank-statement conversion tool that converts PDF statements into Excel or CSV files, with output formats for QuickBooks, Xero, and Sage. The accounting software is sold by subscription; done-for-you bookkeeping services are offered separately.
AgilLink:

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported
ZeraBooks:

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported
AgilLink:

Audience

Financial institutions
ZeraBooks:

Audience

Small business owners who are behind on their books, and bookkeepers and accounting firms who keep books for clients.
AgilLink:

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported
ZeraBooks:

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Supported
AgilLink:

API

Offers API Not Supported
ZeraBooks:

API

Offers API Supported
AgilLink:

Screenshots and Videos

ZeraBooks:

Screenshots and Videos

AgilLink:

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported
ZeraBooks:

Pricing

$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 Version Not Supported
Free Trial Supported
AgilLink:

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

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Review this Software
ZeraBooks:

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software
AgilLink:

Training

Documentation Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported
ZeraBooks:

Training

Documentation Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported
AgilLink:

Company Information

AgilLink
Founded: 1976
United States
www.agillink.com
ZeraBooks:

Company Information

ZeraBooks
Founded: 2025
Canada
www.zerabooks.com
AgilLink:

Alternatives

Sage Intacct

Sage Intacct

4.3 out of 5 stars
ZeraBooks:

Alternatives

AgilLink:
Xero

Xero

4.4 out of 5 stars
ZeraBooks:
Receipt Bot

Receipt Bot

Excelsious
AgilLink:
SBT Executive Series

SBT Executive Series

Searer Business Technology
ZeraBooks:
AgilLink:
FundView General Ledger

FundView General Ledger

Fund Accounting Solution Technologies
ZeraBooks:
AgilLink:
ZeraBooks:
AgilLink:

Categories

Accounting Supported
General Ledger Supported
ZeraBooks:

Categories

Accounting Supported
Bookkeeping Supported
General Ledger Supported
AgilLink:

Accounting Features

Accounts Payable Not Supported
Accounts Receivable Supported
Bank Reconciliation Supported
Billing & Invoicing Supported
Cash Management Not Supported
CPA Firms Not Supported
Cryptocurrency Support Not Supported
Expense Tracking Not Supported
Fixed Asset Management Not Supported
Fund Accounting Not Supported
General Ledger Not Supported
Government Not Supported
Multi-Currency Not Supported
Nonprofits Not Supported
Payroll Management Supported
Project Accounting Supported
Purchase Orders Not Supported
Tax Management Supported
AgilLink:

Integrations

Addepar Supported
Model Context Protocol (MCP) Not Supported
ZeraBooks:

Integrations

Addepar Not Supported
Model Context Protocol (MCP) Supported
AgilLink:
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ZeraBooks:
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