Good for PDF Statements Only; UI Needs Work for Data Entry
Will not accept CSV transactions directly from institutions, which is the only way for me to download them from multiple accounts. Makes the product worthless for me, but I see the promise. I uploaded one PDF statement to test and it recognized transactions well, but data entry isn't fast. I click in the description to enter the payee information for a check and can't hit tab or enter to submit, I have to click a plus. Terrible for data entry speed. Categories management requires one category added at a time make chart of accounts setup VERY time consuming.
Erinc_smartclerk
Mar 30, 2025Thank you for your review! Your suggestion regarding the user interface is very valid, and we have already incorporated those improvements into our next release.
As for data import, we currently only support bank and credit card statements, with direct bank integration to follow. Unfortunately, CSV import is not in our roadmap, as we are focusing on achieving simplicity through drag-and-drop functionality at Smart Clerk.