Stop wasting time on manual data entry. Our AI extracts accurate, organized financial data from any document, so you can focus on higher-value tasks.
Start Your Free Trial Today No CC requiredor
Effortlessly switch between client accounts and stay organized. Request documents with a click, send reminders, and extract data from any financial institution—whether it's banks, credit cards, or online payment platforms—all in one place.
Save time with AI that learns how to categorize transactions for each client. Use custom category schemas and consolidate vendors from various sources like credit cards and bank accounts for streamlined accounting.
Reconcile bank accounts, review transactions, and generate reports instantly. Export to Excel for in-depth analysis, or prepare tax documents with structured data—all within a few clicks. Streamline your workflow and reduce the time spent on manual reporting.
At Smart Clerk, we've streamlined the process of managing your clients' financial documents. Here's how you can get started in a few simple steps:
Easily create a new record for each client in Smart Clerk. Use our prepared category schemas tailored to different business types to get started quickly.
Request bank and credit card statements directly from your clients. Send white-labeled reminders if needed, or simply upload ready-to-go documents to extract all relevant data instantly.
Smart Clerk matches transactions and vendors to the right categories automatically. Teach our AI client-specific cases once, and it will handle them seamlessly moving forward.
Download a Profit & Loss report with one click, ready for tax preparation. Need deeper analysis? Export structured data to Excel for further customization.
Smart Clerk is made for accounting firms that want to use advanced AI to get more done in less time. Unlike other tools, there's no complicated setup or training—just drag and drop your files, and you're good to go.
We've poured cutting-edge technology into Smart Clerk to ensure your data extraction is nothing less than perfect. Tested against the best tools out there, Smart Clerk consistently delivers more accurate results.
Accuracy Rate
Processing Time
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.
Upload your statement to your dedicated dashboard and witness firsthand how accurately and efficiently we detect every detail.
Activate your dashboardSend your invoice to
demo@invoices.smartclerk.ai
and witness firsthand how
accurately and efficiently we detect every detail.
Still got questions?Contact us
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 freeCopyright © Smart Clerk LLC