Smart Clerk 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.

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Pricing

Pricing Starts At:
$29 per month
Free Version:
Yes

Integrations

View Integrations

Reviews - 1 Verified Review

Total
ease
features
design
support
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Company Details

Company:
Smart Clerk
Year Founded:
2023
Headquarters:
United States
Website:
smartclerk.ai/

Media

Smart Clerk Screenshot 1
Smart Clerk Screenshot 1
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Product Details

Platforms
Web-Based
Types of Training
Training Docs
Live Training (Online)
In Person
Customer Support
Online Support

Smart Clerk Features and Options

Financial Reporting Software

"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

Smart Clerk Lists

Smart Clerk User Reviews

Write a Review
  • Name: Erinc A.
    Job Title: Airbnb Host
    Length of product use: Less than 6 months
    Used How Often?: Yearly
    Role: User
    Organization Size: 1 - 25
    Features
    Design
    Ease
    Pricing
    Support
    Likelihood to Recommend to Others
    1 2 3 4 5 6 7 8 9 10

    Impressive results

    Date: Feb 20 2025

    Summary: It works like magic. I uploaded my bank statement and credit card statements in PDF format and got impressive results.

    After categorizing and tweaking a few transactions, I generated my income statement. Overall, it took me about 1 to 1.5 hours to complete my tax returns.

    Positive: - Only tool which converted my pdf bak statements to a meaningful complete report.
    - Very easy to use, no setup needed
    - Auto categorization works like a charm

    Negative: - You need to have pdf bank statements to import data to the system

    Read More...
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