Instant accounting reports from your statements.
Upload statements or connect your bank to get accurate, bookkeeper-ready reports with AI while saving hours of manual data entry.
- No credit card required
- Bank-level security
- Official bank connection
Step 1
Add your statement
Upload a PDF bank statement, or connect your bank. Whichever is easier for you.
March-statement.pdf
Checking ••4821
Securely connected
That's it. Smart Clerk takes it from here.
Step 2
Smart Clerk AI works on it for you
Our AI picks a category for every transaction. Correct one, and it remembers.
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SQ *FABRIC WHOLESALE
✓ Materials-$342.18
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FACEBK *ADS 8XK2QM
✓ Advertising-$186.40
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ZELLE FROM J SMITH
General income Customer payment+$1,250.00
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POS FUEL STOP 5731
✓ Vehicle & fuel-$48.02
Got it, AI learned. J Smith is your customer, so their payments will be sorted as Customer payment from now on.
Step 3
Your reports are ready
March 2026
Income
Expenses
As of March 31, 2026
Assets
Liabilities & equity
Plug-and-play AI bookkeeping for SMBs
Say goodbye to manual data entry, categorization errors, and hours of tedious bookkeeping work. Our AI handles it all automatically.
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 & Canada for live transaction feeds.
AI-Powered Categorization
Our advanced AI automatically categorizes every transaction with 99% accuracy, learning from your business patterns.
Real-Time Processing
Live bank feeds keep your books continuously up to date. New transactions are auto-categorized and ready for reporting the moment they post.
Data Security
End-to-end encryption, access controls, and read-only connections keep data safe. We never use your data for AI training or sharing.
Vendor Spending Insights
Smart Clerk consolidates vendor names across banks, cards, and invoices, tracks spending by vendor, and reconciles transactions without duplicates.
Tax-Ready Reports
Generate P&L statements, balance sheets, and tax reports instantly. No more scrambling at tax time.
Test Smart Clerk with Your Data
Upload a bank statement and see Smart Clerk's AI categorization in action. Your data is processed securely and deleted after the demo.
Drop your bank statement here
or click to browse your files
PDF statements up to 50 MB. The preview reads the first 3 pages.
Your data is protected
• 256-bit encryption • Never stored or used for trainingData security is our top priority, see our Privacy Policy .
Processing Your Data
This may take a few minutes. Please don't close this window.
Step 0 of 0
Bank Name
Bank Account
Statement Period
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Account Holder
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Account Number
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Opening Balance
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Closing Balance
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| Date | Description | Category | Amount |
|---|
Get Excel Export
Enter your email to receive the extracted data in Excel format
Need to Process More Documents?
Sign up to unlock unlimited bank and credit card statement processing and advanced features
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Join the businesses saving hours every month
"Smart Clerk turns days of work into hours. If you need end-of-year numbers for tax preparation, this is perfect. It quickly creates an income statement from your checking and credit card statements, and it imported all the information from my checking account into Smart Clerk in seconds."
"Smart Clerk has made managing finances so much easier for me as a small business owner. Uploading statements is quick, and everything gets sorted into clear reports in minutes. It saves me hours of work and lets me focus on running my business without the stress of bookkeeping."
"Smart Clerk has revolutionized how I handle financial data. Uploading bank statements and instantly getting organized, categorized reports is a game-changer. Generating profit and loss statements in just a few clicks lets me focus on my business instead of spreadsheets."
Choose the plan that fits your business
Start automating your bookkeeping today with our AI-powered platform
GROWTH
Perfect for growing businesses
Billed monthly, cancel anytime
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2 Bank Accounts
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100 invoices per month
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Auto-Categorization
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Best Accuracy Model
-
P&L Report
- Learning Algorithm
PROFESSIONAL
Most popular choice for small businesses
Billed monthly, cancel anytime
-
Everything in Growth
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6 Bank Accounts
-
250 invoices per month
-
Multiple Company
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Learning Algorithm
-
Priority Customer Support
Setup in minutes
Upload statements or connect your bank and start categorizing instantly
Cancel anytime
No long-term contracts or hidden fees
All plans automatically include document processing for the and tax years. Need to import older records? A one-time fee of $15 per account, per year applies for any documents dated before .
Looking for a scalable solution for your clients?
A dedicated plan for firms: manage every client from one dashboard, with no per-client fees.
Explore the plan for firmsFrequently Asked Questions
Everything you need to know about Smart Clerk. Can't find the answer you're looking for? Feel free to reach out to our support team.
Upload PDF statements to your dashboard, or connect your bank for automatic live feeds. You can combine both, for example uploading past years while a connection keeps the current year up to date.
Yes. Smart Clerk connects securely to 10,000+ banks across the US and Canada, importing and auto-categorizing new transactions as they post.
Upload statements to rebuild past books, or connect your bank to stay current automatically going forward. Smart Clerk combines both sources and produces your reports instantly.
We support all bank and credit card statement formats, in any language or layout.
Yes. You can upload statements from any bank, in any country and currency, and Smart Clerk will process them accurately and convert transactions into your company currency.
Smart Clerk produces tax-ready reports such as P&L statements and balance sheets, plus spending analysis such as totals by vendor and category, so you can see exactly where your money goes.
Absolutely. You can export categorized transactions, vendor reports, and P&L statements directly to Excel or PDF.
Yes. Your uploaded statements are stored securely and can be accessed anytime from your dashboard.
Yes. Try Smart Clerk with a single bank account and see how well it works for you. The free plan includes 1 bank account and 20 invoices per month, with all features enabled.
The Professional plan supports multiple companies. You can manage them all under one login at no extra charge.
Yes. You can export your data to Excel and use it with whatever accounting tool you prefer.
Our AI categorizes over 99% of transactions correctly and keeps improving as it learns your business patterns. You can always review and adjust categories yourself.
Yes. All plans include statements from and tax years. Historical data from older years can be added for $15 per account per year.
Yes. Smart Clerk uses bank-level encryption and secure hosting. Your documents remain private and protected.
Still have questions?
Have questions? We'd love to hear from you
Whether you need help getting started, have questions about our features, or want to discuss custom solutions for your business.
Get in touch
Email us
hello@smartclerk.ai
Quick response
We typically respond within 24 hours
Personal support
Talk directly with our founding team
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From bank statements to clean books in minutes.
Upload a statement or connect your bank. Smart Clerk categorizes every transaction and builds your P&L and balance sheet, ready for you or your bookkeeper. Join 6,000+ small business owners already using it.
Works with your bank
Connects to 10,000+ banks and credit unions across the US & Canada