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.

Pricing

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

Integrations

Reviews - 1 Verified Review

Total
ease
features
design
support

Company Details

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

Media

Smart Clerk Screenshot 1
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Product Details

Platforms
SaaS
Type of Training
Documentation
Live Online
In Person
Customer Support
Online

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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