Smart Clerk screenshot

Turn your financial documents into bookkeeper-ready reports by leveraging AI to process any bank or credit card statement, delivering organized reports optimized for accounting.

Small businesses and accounting firms
171 starsLast updated: 8/8/2025Verified

πŸ“ What is Smart Clerk?

"Smart Clerk is a financial document processing tool that leverages AI to automate the categorization and reporting of bank statements and invoices, making bookkeeping easier for small businesses."

πŸ”‘ Key Features

AI-Generated Financial Reports

Smart Clerk's AI prepares complete, bookkeeper-ready financial reports from your uploaded bank statements and invoices, eliminating manual data entry.

Tailored Transaction Categorization

The AI customizes categories for transactions and invoices based on business needs, ensuring accurate categorization.

Streamlined Vendor Management

Automatically matches vendors and allows easy viewing of vendor balances, invoices, and transactions.

πŸ€– AI Capabilities

Overview

Smart Clerk utilizes advanced AI algorithms for data extraction and categorization.

Capabilities

  • Data extraction from bank statements and invoices
  • Automated categorization of transactions
  • Vendor matching and management

AI Models

Smart Clerk AI

Data Processing

AI model designed for processing financial documents and generating reports.

πŸ’° Pricing and Plans

Pricing Overview

Smart Clerk offers tiered pricing plans to cater to different business needs.

Launch Free

Free

  • 1 Bank Account
  • 20 invoices per month
  • Auto-Categorization
  • Best Accuracy Model
  • P&L Report
  • Bank Reconciliation

Growth

$29 /mo

  • 2 Bank Accounts
  • 100 invoices per month
  • Auto-Categorization
  • Best Accuracy Model
  • P&L Report
  • Bank Reconciliation

Professional

$49 /mo

  • 4 Bank Accounts
  • 250 invoices per month
  • Manage Multiple Companies
  • API Access
  • Priority Customer Support

✨ Free trial or plan available

πŸ”’ Security and Compliance

Security Overview

Data security is a top priority, with advanced encryption protocols in place.

Security Measures

  • Data encryption in transit and at rest
  • Compliance with global security standards

Certifications & Compliance

GDPR

πŸ“Š Additional Information

Competitive Advantage

Smart Clerk focuses specifically on financial document processing, ensuring high accuracy and efficiency.

  • No manual data entry required
  • Customizable transaction categories
  • Streamlined vendor management

Future Developments

Plans to enhance AI capabilities and expand integration options.

  • Enhanced AI categorization
  • More integration partners

Update frequency: monthly

Integration and Deployment

Smart Clerk offers no-code integrations with popular accounting software.

Integrations:

  • QuickBooks
  • Xero
  • Zapier

Deployment Type: cloud-based

User Interface

Users can drag and drop their bank statements or invoices for processing, with no setup required.

Support and Resources

Smart Clerk provides various support options and resources for users.

Support Types:

  • Email support
  • Online documentation

Training Resources:

  • User guides
  • FAQs

🌐 Links

πŸŽ‰ Success Stories and Testimonials

Customer Feedback

Users have reported significant time savings and improved accuracy in bookkeeping.

"Smart Clerk has dramatically reduced the time we spend preparing our financial documents."

Samantha Bloom

"The ability to define our own categories has made financial tracking so much easier."

Mike Page

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