A: Yes, absolutely! You can add additional bank accounts beyond your plan limit. Each extra bank or credit card account costs $15 per year. Just reach out to us if you'd like to add more — we’re happy to help!
I deal with some business where they have a credit card account, but on that account they have numerous employee cards. These cards are broken out on the credit card statement. If there are say the main card holder and four additional employee cards, will this count as one account or five accounts in the way you count accounts?
A: If the credit card company issues a single statement that includes all employee cards— which is usually the case— then we count it as one credit card account.
A: Yes, absolutely — you can manage multiple businesses under the same Smart Clerk account. Each business can be tracked independently with its own bank statements, invoices, and reports. You can easily switch between them from your dashboard.
I am an accountant and I have 10 clients that I manage. Can I use the bank accounts for extraction and interchange it. I mean if I used 1 bank account for 1 company in the past and dont intend to use that in future, can I remove that old bank account an replace with another company bank account and not occupying a slot?
I'm considering buying this deal, but the price leap from the lowest to the next-highest tier seems to be driven by what you call a learning algorithm. What is that? How does it work? What does it do? Do I need it? I can't seem to find information about it. Thank you!
A: The learning algorithm helps Smart Clerk get smarter over time by learning from your edits, adapting to the specific formats of your bank or credit card statements, and improving the accuracy of categorization automatically. If you want the system to adapt more closely to your data, it’s definitely worth considering Tier 2 and above - even if you don't need the additional bank accounts &...
Q: Additional Bank Accounts
If I need more than 15 bank accounts, can we buy from you separately ? How much does it cost ? Thank you
Fatih_SmartClerk
May 18, 2025A: Yes, absolutely! You can add additional bank accounts beyond your plan limit. Each extra bank or credit card account costs $15 per year. Just reach out to us if you'd like to add more — we’re happy to help!
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Q: What counts as a credit card account?
I deal with some business where they have a credit card account, but on that account they have numerous employee cards. These cards are broken out on the credit card statement. If there are say the main card holder and four additional employee cards, will this count as one account or five accounts in the way you count accounts?
Erinc_smartclerk
May 17, 2025A: If the credit card company issues a single statement that includes all employee cards— which is usually the case— then we count it as one credit card account.
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Q: Does this work for multiple businesses?
I own several businesses, and would love to be able to track them each independently, but easily switch between them in the same tool.
Fatih_SmartClerk
May 17, 2025A: Yes, absolutely — you can manage multiple businesses under the same Smart Clerk account. Each business can be tracked independently with its own bank statements, invoices, and reports. You can easily switch between them from your dashboard.
Share Smart Clerk
Q: Bank accounts
I am an accountant and I have 10 clients that I manage. Can I use the bank accounts for extraction and interchange it. I mean if I used 1 bank account for 1 company in the past and dont intend to use that in future, can I remove that old bank account an replace with another company bank account and not occupying a slot?
Share Smart Clerk
Q: What is Learning Algorithm?
I'm considering buying this deal, but the price leap from the lowest to the next-highest tier seems to be driven by what you call a learning algorithm. What is that? How does it work? What does it do? Do I need it? I can't seem to find information about it. Thank you!
Fatih_SmartClerk
May 16, 2025A: The learning algorithm helps Smart Clerk get smarter over time by learning from your edits, adapting to the specific formats of your bank or credit card statements, and improving the accuracy of categorization automatically. If you want the system to adapt more closely to your data, it’s definitely worth considering Tier 2 and above - even if you don't need the additional bank accounts &...
Share Smart Clerk