Smart Clerk

Product details
Verified Purchaser badge

Verified purchaser

Member since: Nov 2020Deals bought: 29
4 stars
4 stars
Posted: May 27, 2025

Works well - but a few basics are missing

This software works well and does what it promotes. However, I have two things that I believe should be standard:

1. Reconciliation reports cannot be downloaded - I have to work too hard to copy and paste and reformat to share results at a meeting.

2. There is no manual - nothing to answer basic questions about 'how-to-do'

I would pay more for the software to be able to generate invoices for clients/members. The price is reasonable, so I am not complaining - I just wish it were an option.

Overall, it saves me time reconciling bank statements and categorizing items (I want to learn how to delete and add different categories, too - hmmm, can you say 'manual' :-)

Helpful?
Share
Ratings