Software > Finance > Accounting
Smart Clerk

Smart Clerk

Process bank statements and automate your accounting with this AI bookkeeping tool

Price

$59$348

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Total Revenue

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Deal Duration

198d (still live)

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Smart Clerk

You can’t keep your business up and running if you’re not staying on top of your finances. (“Pretty sure my lack of accounting skills is a liability.”)

But manual bookkeeping isn’t just time-consuming—it’s also a minefield for typos, errors, and numbers that don’t add up.

If only there was an AI-powered, end-to-end accounting solution that could convert your bank statements into polished financial reports in no time.

Balance your books with Smart Clerk.

TLDR;

  • Upload bank and credit card statements for the AI to record and categorize every transaction
  • Create a profit and loss statement and view your expenses by category or vendor

At a Glance

Best for

  • Accountants
  • Small businesses
  • Solopreneurs

Integrations

  • Excel

Operating system

  • Browser-based

Features

  • GDPR-compliant
  • AI

Detailed Description

Smart Clerk is an AI bookkeeping tool that instantly converts bank statements into organized, accountant-ready reports.

Process bank statements

Stop sinking hours into manual data entry! Smart Clerk makes it easy to import and instantly process your bank and credit card statements.

  • Upload a PDF statement and the AI will automatically log every transaction in no time
  • Detect and resolve any discrepancies in your statements using the Reconciliation module

Profit and Loss statement data extraction

Extract financial data from your bank and credit card statements in just seconds.

Create a Profit and Loss statement

In just a few clicks, you’ll get a complete overview of your financial situation—no accounting expertise required.

  • View your month-by-month spending by category or vendor to understand where your money is going
  • Export your financial reports to Excel and easily share them with your accountant during tax season

Profit and Loss statement

Quickly generate Profit and Loss statements just in time for tax season.

Categorize transactions on autopilot

Plus, you can automatically categorize every line across transactions, ensuring 100% accuracy across the board.

  • Create custom categories to suit the specific needs of your business
  • Change the category of any line item and create categorization rules for the AI to follow

Categorization

Organize all your transactions by category to understand where your money is going.

Keep track of your vendors

Smart Clerk can also intelligently identify and organize vendor details, so all your transactions are in one place—not scattered across folders and tabs.

  • View comprehensive vendor reports to monitor spending and spot any unusual transactions
  • Consolidate different versions of vendor names on bank statements for data consistency

Vendor management

Access all your vendor transactions and data from one place.

Take the hassle out of financial paperwork! Smart Clerk instantly turns bank statements into clean, bookkeeper-ready reports to help keep your finances on track.

Master your bookkeeping with AI.

Get lifetime access to Smart Clerk today!