Smart Clerk
Process bank statements and automate your accounting with this AI bookkeeping tool
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.
TL;DR
At-a-glance
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Integrations
Features
Overview
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
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
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
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
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!
Plans & features
Deal terms & conditions
- Lifetime access to Smart Clerk
- All future Growth (Tier 1) or Professional (Tiers 2 & 3) Plan updates
- If Plan name changes, deal will be mapped to the new Plan name with all accompanying updates
- No codes, no stacking—just choose the plan that’s right for you
- You must activate your license within 60 days of purchase
- Ability to upgrade between 3 license tiers while the deal is available
- Ability to downgrade between 3 license tiers within 60 days of purchase
- Only for new Smart Clerk users who do not have existing accounts
- Contact Smart Clerk for historical data processing
- Deal includes processing of bank statements starting from 2024 and for all subsequent years
60 day money-back guarantee. Try it out for 2 months to make sure it's right for you!
Features included in all plans
- Bank statement analyzer
- Invoice processor
- Auto-categorization
- Profit and loss report
- Best accuracy model
- API access
- Bank reconciliation