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Description
ReceiptsAI is an innovative bookkeeping solution harnessing the power of AI, designed specifically for small businesses, freelancers, and accountants. It efficiently transforms receipts, invoices, and bank statements into well-organized financial records that are ready for export, eliminating the need for manual data entry.
You can effortlessly upload documents from any device or simply forward emails from your Gmail or Outlook, as ReceiptsAI automatically captures receipts. Its advanced AI technology extracts over 50 fields such as merchant, date, amount, tax, and line items with an impressive accuracy of over 99%, categorizing each transaction according to your personalized rules or one of the 30+ industry-specific templates available.
Additionally, the software features built-in reports that provide insights into your spending patterns by month, merchant, category, and tax. You can easily export clean CSV, Excel, or PDF files that are accountant-ready during tax season, and the platform offers multi-currency support, bulk uploads, duplicate detection, and full-text search capabilities. Moreover, privacy controls ensure that sensitive information is redacted prior to AI processing, enhancing the overall security of your data. This makes ReceiptsAI not just a tool, but a comprehensive partner in financial management.
Description
Smart Clerk is an innovative AI tool that revolutionizes the way financial documents are converted into reports that are ready for bookkeeping, thereby enhancing financial management for small and medium enterprises. It efficiently processes both bank and credit card statements, automating the extraction of data, categorization of transactions, and creation of detailed financial reports, which eliminates the tedious task of manual data entry. Users can conveniently upload their statements directly onto the platform, where the AI adeptly manages various formats from any financial institution. The tool also allows for customizable transaction categorization to meet the unique needs of different businesses, and it offers intelligent suggestions for category selection, which is especially helpful for users unsure about how to classify their transactions. Furthermore, Smart Clerk improves vendor management by recognizing and matching vendor names, even when they are abbreviated, thereby enabling users to easily access balances, invoices, and transaction details all in one place. This comprehensive approach not only streamlines financial workflows but also empowers businesses to make informed decisions based on accurate and organized financial data.
API Access
Has API
API Access
Has API
Screenshots View All
No images available
Integrations
Bank of America Business Advantage
Chase Software
QuickBooks Online
Integrations
Bank of America Business Advantage
Chase Software
QuickBooks Online
Pricing Details
$12/month
Free Trial
Free Version
Pricing Details
$29 per month
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
PMC Technologies OÜ
Founded
2020
Country
Netherlands
Website
receiptsai.com
Vendor Details
Company Name
Smart Clerk
Founded
2023
Country
United States
Website
smartclerk.ai/
Product Features
Bookkeeping
Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
Cash Management
Collections
Expense Tracking
Fixed Asset Management
General Ledger
Payroll
Revenue Recognition
Spend Management
Tax Management
Product Features
Financial Reporting
"What If" Scenarios
Audit Trail
Balance Sheet
Cash Management
Consolidation / Roll-Up
Forecasting
General Ledger
Income Statements
Multi-Company
Multi-Department / Project
Profit / Loss Statement