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Drag and drop your bank statement here to process with Smart Clerk

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AI-Generated Financial Reports

Smart Clerk’s AI prepares complete, bookkeeper-ready financial reports from your uploaded bank statements and invoices. No manual data entry required—simply upload your documents, and let our AI organize everything for easy accounting, saving you hours of work.

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Tailored Transaction Categorization

Smart Clerk's AI customizes categories for your transactions and invoices based on your business needs. Once set, Smart Clerk accurately categorizes transactions, making your accounting process smoother. Not sure which categories to use? Describe your business, and our AI will recommend the best options for you.

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Streamlined Vendor Management

Smart Clerk automatically matches vendors, even if their names appear as abbreviations on bank or credit card statements. You can easily view vendor balances, all invoices, and transactions in one place. No manual updates needed—Smart Clerk ensures your vendor management is accurate and effortless.

Smart Clerk has dramatically reduced the time we spend preparing our financial documents. It's incredibly easy to use, and within minutes, our statements were categorized and ready for accounting. Highly recommended for any small business looking to save time and streamline their bookkeeping!

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Samantha Bloom
Team Leader - Syncnow

< 3 mins

any statement to initial financial review

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< 1 min

any statement to actionable insights

Try it
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Transaction Matching Made Easy with AI

Smart Clerk uses AI to match bank transactions with invoices, ensuring no details are missed. Automatically detect duplicate payments and identify missing client payments, transforming manual monitoring into an easy, automated process.

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Streamlined Vendor Management

Smart Clerk unifies vendors even with different spellings using AI, ensuring accurate categorization and reporting. Just upload your bank statements and invoices—no need for manual vendor updates. Effortless vendor management without old school ERP hassles.

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Tailored Transaction Categorization

Create custom categories for your transactions and invoices based on your business needs. Once set, Smart Clerk’s AI categorizes them with unmatched precision. Prefer not to set categories? Simply describe your business, and our AI will suggest categories for you.

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Unparalleled Accuracy

Tested against the leading tools in the market, Smart Clerk consistently delivers the highest accuracy in both invoice and bank statement data extraction. If you prioritize precision and want to avoid the tedious task of correcting each document, Smart Clerk is your best choice. Our tool leverages cutting-edge learning algorithms and pre-defined models, making it the most reliable and accurate solution available for your financial processing needs.

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User-friendly by design

Easily generate financial reports by simply dragging and dropping your bank statements or invoices. No setup or training required—just upload your documents and get instant results.

No-Code Integrations

Our ready-to-use AI models require no training or customization. With one-click integrations to our partners, you can start processing your financial data immediately, hassle-free.

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Focused on Financial Documents

We do what we do best—processing invoices and bank statements. With Smart Clerk, you get a tool that's dedicated to providing the best in these specific areas.

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Happy Customers
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Documents Processed
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Choose the plan
that fits your needs.

Free trial up to 20 invoices on all paid plans
Launch
Free

  • 20 invoices per month
  • 1 Bank Account
  • Best Accuracy Model
  • Email Forwarding
  • No-Code Integrations
  • API Access
  • Learning Algorithm
Growth
$29/Month

  • 100 invoices per month
  • 2 Bank Accounts
  • Best Accuracy Model
  • Email Forwarding
  • No-Code Integrations
  • API Access
  • Learning Algorithm
Professional
$49/Month

  • Everything in Growth
  • 250 invoices per month
  • 4 Bank Accounts
  • Learning Algorithm
  • No-Code Integrations
  • API Access
  • Priority Support
Need to import more than 4 bank accounts or credit cards?
Contact us for customized pricing tailored to your business's unique needs.
Let's talk
Smart Clerk

Frequently Asked Questions

You can quickly forward bank statements to a unique email address provided by us, or directly upload them from your computer to the Smart Clerk Dashboard. This process ensures quick and easy management of your financial data.

Smart Clerk supports all types of bank statements regardless of their format. This flexibility ensures compatibility with different banking systems.

Yes, Smart Clerk automatically matches your bank transactions with invoices, ensuring every payment is accounted for and each transaction is justified. Additionally, Smart Clerk also sends reminders for unpaid invoices, helping you manage your payables more effectively.

Absolutely! You can securely store your bank statements on the Smart Clerk Dashboard, with the option to view and download them at any time.

Yes, Smart Clerk enables you to export detailed reports from your bank statements to Excel for a comprehensive view of your transactions. We've designed these reports for easy data analysis, enhancing your financial management efficiency.

Data security is a top priority at Smart Clerk. We utilize advanced encryption protocols to protect your data in transit and at rest, ensuring compliance with leading global security standards. For more detailed information, please see our Privacy Policy.

Yes, we offer a free trial for bank statements, allowing you to upload multiple statements as long as they belong to the same bank account. This lets you experience the efficiency of Smart Clerk without any initial commitment.

Still got questions?Contact us

We love how customizable Smart Clerk is! The ability to define our own categories has made financial tracking so much easier. Plus, the accuracy is simply unbelievable—every transaction is captured perfectly. This has been a game-changer for our bookkeeping.

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Mike Page
Developer - Chainlink

Let's chat.
We are happy to answer your questions.

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Get Started Today

We're a passionate team on a mission to simplify invoice processing for everyone. Trying out Smart Clerk is straightforward and hassle-free. We've designed this tool with you in mind, making it user-friendly and efficient.

Try Smart Clerk for free