We work and integrate with
chase-logo
qb-logo
bofa-logo
Drag and drop your bank statement here to process with Smart Clerk

or

Data security is our top priority, and we firmly commit to the confidentiality and integrity of your data. Privacy Policy
1
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.

2
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.

3
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!

alternative
Samantha Bloom
Team Leader - Syncnow

< 3 mins

any statement to initial financial review

Try it

< 3 min

any statement to financial reports

Start Now

How It Works

At Smart Clerk, we've streamlined the process of converting your financial statements into insightful Profit & Loss reports. Here's how you can achieve this in a few simple steps:

Upload Statement

1. Upload Your Statement

Drag and drop any bank or credit card statement into our platform. Our AI swiftly processes various formats from any financial institution, eliminating manual data entry.

Categorize Transactions

2. Categorize Transactions Effortlessly

Customize transaction categories to align with your business needs. If you're pressed for time, our default categories are ready to use, ensuring your transactions are organized without hassle.

AI Data Consolidation

3. Leverage AI for Data Consolidation

Our AI captures and merges vendor information, assigns appropriate categories, and consolidates all data, providing a comprehensive financial overview tailored to your business.

Generate Reports

4. Generate Your Profit & Loss Report

With a single click, produce a detailed Profit & Loss report ready for your bookkeeper, streamlining tax preparation and financial analysis.

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.

alternative

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.

  • excel-logo
  • qb-logo
  • xero-logo
  • zapier-logo

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.

1
Happy Customers
1
Documents Processed
alternative

Choose the plan
that fits your needs.

Launch
Free

  • 1 Bank Account
  • 20 invoices per month
  • Auto-Categorization
  • Best Accuracy Model
  • P&L Report
  • Bank Reconciliation
  • Learning Algorithm
Growth
$29 /mo

  • 2 Bank Accounts
  • 100 invoices per month
  • Auto-Categorization
  • Best Accuracy Model
  • P&L Report
  • Bank Reconciliation
  • Learning Algorithm
Professional
$49 /mo

  • Everything in Growth
  • 4 Bank Accounts
  • 250 invoices per month
  • Manage Multiple Companies
  • Learning Algorithm
  • API Access
  • Priority Customer 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.

alternative
Mike Page
Developer - Chainlink

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

Sending your message...
Sending your message...
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