Smart Clerk

Processing financial documents into organized reports.

About

Smart Clerk leverages AI to transform bank and credit card statements into organized, bookkeeper-ready financial reports. Users can upload their statements to the platform, where AI processes the data, eliminating the need for manual entry and saving significant time in preparing financial documents. The tool automatically customizes transaction categorization based on business needs and effortlessly matches vendors, even if names are abbreviated, to streamline vendor management. It offers features like auto-categorization, the highest accuracy model for data extraction, and no-code integrations, making it user-friendly and efficient for small businesses and accounting firms.

Competitive Advantage

Highly accurate AI-driven financial processing with customizable options and user-friendly design.

Use Cases

Bank statement processing

Invoice management

Profit & Loss reporting

Vendor information tracking

Transaction categorization

Pros

Automated report generation
High accuracy data extraction
User-friendly interface
Customizable categories

Cons

Limited free version
Requires internet access
May not support all banks
Could struggle with complex invoices

Pricing

Freemium

Who uses Smart Clerk?

Accountants Financial Analysts Bookkeepers Small Business Owners

Features and Benefits

AI-Generated Financial Reports

Transforms uploaded financial statements into detailed bookkeeper-ready reports using AI, eliminating manual data entry.

4/5 uniqueness

Tailored Transaction Categorization

Customizes transaction categories to fit specific business needs, enhancing the accuracy of financial tracking.

5/5 uniqueness

Streamlined Vendor Management

Automatically matches vendor names and details even if presented in abbreviation, simplifying vendor tracking.

3/5 uniqueness

Target Audience

Small business owners and accountants

Frequently Asked Questions

You can quickly forward bank statements to a unique email address provided by us, or directly upload them from your computer to the Smart Clerk Dashboard.

Smart Clerk supports all types of bank statements regardless of their format.

Yes, Smart Clerk automatically matches your bank transactions with invoices, ensuring every payment is accounted for.

Absolutely! You can securely store your bank statements on the Smart Clerk Dashboard.

Yes, we offer a free trial for bank statements, allowing you to upload multiple statements from the same bank account.