4.2
Taco ratings
Smart Clerk has been praised by customers for its efficient bank statement processing, accurate categorization, and time-saving automation. However, some users have reported minor issues with support responsiveness and a lack of training materials. With an overall rating of 4.2 and a 60-day money-back guarantee, Smart Clerk is a solid buy for those in need of streamlined bookkeeping.
AI-powered summary of customer reviews
Verified purchaser
Great platform
Very useful to centralized your financial data, get reports and reconcile your accounts. Keep up the great work on this! Love the updates and improvements so far. Love to see the evolution of SmartClerk in even just a short time. Thanks for improving data privacy as well.
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Verified purchaser
Really easy to use
It’s easy to add your bank statements and get the reporting you need. The only issue I see is the lack of training or support materials. Would be nice to see a roadmap. I noticed the invoice credits also don’t reset like they should each month. Otherwise it’s a pretty slick tool.
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Verified purchaser
Non responsive
I'm really quite impressed with how many positive reviews there are when they do not seem to respond to questions or support requests. I've submitted a half dozen requests in the last week and I've only received one response. I'm struggling to figure out a few very basic concepts which should not be difficult to troubleshoot. I don't understand how the AI is not linking the balance transfers. They are showing as separate income and expense transactions. I have a hard time believing that this is expected behaviour. Other than a few bugs, it looks like really promising software and I hope someone can help me figure it out. I've made a number of attempts to connect with their support team and I'm starting to get frustrated.
UPDATE: Support responded to all of my tickets right about the time I was writing this review. I probably just needed a bit more patience. I'll let you all know how it works out.
Erinc_smartclerk
May 7, 2025Thanks for your feedback. If your request requires investigation by our engineers, it may take a few days due to our current backlog. If our customer support team can handle it directly, you’ll receive a faster response. We’ll do our best to resolve this for you.
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Verified purchaser
User friendly and accurate
This app is a must have for any business owner. It is very easy to use, quick and precise! Also, after purchasing Smart Clerk I received an email from the company offering a quick call to help me use SmartClerk. That was appreciated!
Erinc_smartclerk
May 7, 2025Happy to hear that we are solving an actual problem for a business owner!
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Verified purchaser
Useful and well made
This is a very useful aggregator for those who need to manage company income and expenses, especially across different bank accounts with varying interfaces and statements. It does its job and does it well, but some features should be improved, particularly in the recognition and categorization of transactions, which affects the quality of the reports, also improvable. However, I recommend giving it a try.
Erinc_smartclerk
May 7, 2025Thanks for your feedback! Our algorithm will improve over time as you teach it the missing categories on your dashboard. We’re also continually enhancing our models and releasing new versions.
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