Smart Clerk Description
Smart Clerk is a tool powered by AI that transforms financial documents into reports for bookkeepers, streamlining financial management in small and medium businesses. Smart Clerk eliminates the need for manual data input by automating data extraction from bank and credit card statement, categorizing transactions, and generating comprehensive financial reports. Users can upload their statements directly into the platform. The AI quickly handles the various formats from any financial institution. The tool allows users to customize transaction categorization to meet their business needs. For those who are unsure about which category to choose, the AI will provide recommendations based on descriptions of businesses. Smart Clerk also enhances vendor management, matching vendor names even when they are abbreviated. Users can view balances and invoices in one central location.
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Likelihood to Recommend to Others1 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 charmNegative: - You need to have pdf bank statements to import data to the system
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