Process client statements with less manual work.
Turn statements from any bank into books ready for your review, with the highest accuracy in the industry. Your firm takes on more clients without adding headcount.
Start today. No credit card, no sales process.
- AR Acme Roofing Extracting… Ready for review
- BD Bright Dental Documents requested
- VS Vega Studio Data complete
- NC Northside Café 3 statements missing
Why companies run their client work on Smart Clerk
Take on more clients without adding data-entry hours. Industry-leading extraction accuracy, even on scanned and low-quality statements, across every company you manage.
One Workspace per Client
Give every client a separate workspace for accounts, categories, and reports. Switch between companies from one dashboard without mixing client data.
Clean Up the Back Years
Drop in months or years of old client statements and get a categorized, reconciled starting point, ready for review without rebuilding transaction history by hand.
Your Chart of Accounts, per Client
Build custom categories that match how you actually file, then apply the same structure across clients that need it. Every client can keep its own chart of accounts.
Advanced Categorization Rules
Set rules once and let them run. Recurring vendors, transfers, owner draws, and client-specific treatments stay consistent, so reviews get faster over time.
Every Bank, Every Statement
Industry-leading extraction accuracy, even on scanned and low-quality statements. Any bank, any card, any country, or connect 10,000+ US and Canadian banks for live feeds.
Review-Ready Reports
P&L, balance sheet, and vendor breakdowns per client, ready to export. Hand off to your working papers or tax prep without rebuilding the numbers.
Try it with a sample statement
Upload a sample or redacted bank statement and see the categorized output. Processed securely and deleted afterwards.
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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Trusted by accountants and bookkeepers
"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."
"I was three years behind on taxes and had tried every other accounting software out there. With Smart Clerk I was able to clean up my books and get my taxes filed."
"Smart Clerk has been a reliable and efficient tool for managing accounting. It streamlines daily workflows, improves accuracy, and allows more time to focus on higher-value tasks instead of manual bookkeeping."
One plan for your practice. Pay only for what you process.
A flat platform fee for your entire firm, plus statement packs you buy only when you need them.
1 Platform fee
Unlimited clientsOne flat fee covers all your clients, no per-client charges. Billed monthly, cancel anytime.
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Unlimited clients, no per-client fee
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Unlimited bank accounts
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Unlimited transactions
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One-click P&L and balance sheet
2 Statement packs
Add as neededSold in packs of 100 for $99. One-time purchase, buy only when you need them.
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Credits never expire
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Top up anytime, no monthly commitment
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Built for seasonal workloads Stock up for tax season, pause in quiet months.
$29/mo + statement packs as you need them.
Try it first. See it in action. Run a real client statement through Smart Clerk and review the results before you buy.
Frequently 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.
Yes. Each client is a separate company with its own transactions, categories, and reports, and you manage all of them from a single dashboard. There is no limit on how many companies you create.
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. Categories are defined per company, so a construction client and a retail client can each keep the structure you use for them. You can reuse a structure across clients where it fits.
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.
That is one of the most common uses. Upload the full back period, and Smart Clerk extracts and categorizes the history so you start from a complete set of transactions rather than manual entry.
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. Rules are set per company, so recurring vendors and client-specific treatments are applied automatically every period.
Yes. Data is encrypted, bank connections are read-only, and each company's data stays isolated. We never use client data for AI training.
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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Get started today with your first client
No demo call, no quote, no onboarding project. Upload a client's statements and see the books come back categorized.
Works with your bank
Connects to 10,000+ banks and credit unions across the US & Canada