Smart Clerk
FreemiumAI-powered bookkeeping automation for small businesses
Informações da ferramenta
O que é Smart Clerk?
Smart Clerk is AI-powered bookkeeping automation that converts bank statements and live bank feeds into categorized transactions and tax-ready financial reports for small businesses. It lets users upload statements from any bank or card or connect live feeds, applies AI categorization, and generates P&L statements, balance sheets, and tax-ready reports through a simple three-step workflow.
Recursos principais
Every Bank. Every Statement.
Upload statements from any bank or card in any format and any country, or connect directly to 10,000+ banks across the US and Canada for live transaction feeds.
AI-Powered Categorization
Advanced AI automatically categorizes every transaction with 99% accuracy and learns from business patterns.
Real-Time Processing
Live bank feeds keep books continuously up to date; new transactions are auto-categorized and ready for reporting as soon as they post.
Data Security
End-to-end encryption, access controls, and read-only connections keep data safe; data is never used for AI training or sharing.
Unified Vendors
Consolidate vendor names across banks, cards, and invoices to track totals by vendor and reconcile without duplicates.
Tax-Ready Reports
Instantly generate P&L statements, balance sheets, and tax reports.
Simple Three-Step Workflow
Upload or connect accounts, let AI categorize transactions, then export professional reports, P&L statements, and tax-ready documents.
Demo Statement Processing
Upload a bank statement (PDF or image formats JPG/PNG) for AI categorization demo; data is processed securely and deleted afterward.
Casos de uso
- #1
Automating manual bookkeeping
Convert bank statements into accurate, bookkeeper-ready reports while saving hours of manual data entry and categorization work.
- #2
Generating tax-ready financial statements
Produce P&L reports, balance sheets, and tax documents instantly for tax time or accountant sharing.
- #3
Multi-bank and multi-card transaction management
Handle statements from any bank or card, unify vendors, and maintain live synchronized books across accounts.
- #4
Quick setup for SMBs without accounting expertise
Go from setup to first automated report in under five minutes with no accounting knowledge required.
Planos de preços
Free trial available with no credit card required; free account creation offered; Growth and Professional paid plans available; demo processing of statements is free with data deleted afterward. Specific plan prices and limits are not clearly published by the official source.
Alternativas
Perguntas frequentes
What is Smart Clerk?
How does Smart Clerk categorize transactions?
Which banks does Smart Clerk support?
Is there a free option or trial?
How does Smart Clerk protect user data?
What reports can Smart Clerk generate?
Smart Clerk Contato e mídias sociais
- Endereço8 The Green, Dover, DE, 19901, US
- E-mail de suporte
- Site:
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