Audience

Companies seeking a tool to automate financial document processing, reduce manual data entry, and obtain accurate, bookkeeper-ready reports efficiently

About Smart Clerk

Smart Clerk is an AI-powered tool designed to transform financial documents into bookkeeper-ready reports, streamlining financial management for small and medium-sized businesses. By processing bank and credit card statements, Smart Clerk automates data extraction, categorizes transactions, and generates comprehensive financial reports, eliminating the need for manual data entry. Users can upload statements directly to the platform, where the AI swiftly handles various formats from any financial institution. The tool offers customizable transaction categorization tailored to specific business needs, and for those uncertain about category selection, the AI provides recommendations based on business descriptions. Additionally, Smart Clerk enhances vendor management by automatically matching vendor names, even when abbreviated, allowing users to view balances, invoices, and transactions in a centralized location.

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Pricing

Starting Price:
$29 per month
Free Version:
Free Version available.

Integrations

See Integrations

Ratings/Reviews - 1 User Review

Overall 5.0 / 5
ease 5.0 / 5
features 5.0 / 5
design 5.0 / 5
support 4.0 / 5
More Reviews Write a Review

Company Information

Smart Clerk
Founded: 2023
United States
smartclerk.ai/

Videos and Screen Captures

Smart Clerk Screenshot 1
Smart Clerk Screenshot 1
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Product Details

Platforms Supported
Cloud
Training
Documentation
Live Online
In Person
Support
Online

Smart Clerk Frequently Asked Questions

Q: What kinds of users and organization types does Smart Clerk work with?
Q: What languages does Smart Clerk support in their product?
Q: What kind of support options does Smart Clerk offer?
Q: What other applications or services does Smart Clerk integrate with?
Q: What type of training does Smart Clerk provide?
Q: How much does Smart Clerk cost?

Smart Clerk Product Features

Financial Reporting

Audit Trail
Balance Sheet
Consolidation / Roll-Up
Forecasting
Multi-Department / Project
Multi-Company
Profit / Loss Statement
Income Statements
Cash Management
"What If" Scenarios
General Ledger

Smart Clerk Additional Categories

Smart Clerk Verified User Reviews

Write a Review
  • Erinc A.
    Airbnb Host
    Used the software for: Less than 6 months
    Frequency of Use: Yearly
    User Role: User
    Company Size: 1 - 25
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "Impressive results"

    Posted 2025-02-20

    Pros: - 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

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

    Overall: 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.

    Read More...
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