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

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

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.

Smart Categorization Tailored to Your Clients

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.

Instant Reports
& Tax Prep

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 first, we didn't realize how much time we were losing to manual tasks—sorting client documents, categorizing transactions, and reconciling accounts. Then we started exploring how AI could help, and that's when we found Smart Clerk. What used to take hours is done in minutes. Smart Clerk's AI has saved us time, reduced errors, and allowed us to focus on growing our firm and serving our clients better.

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Mark Hui
Green Books LLC

< 3 min

from adding client to process documents

Get Started Now

How It Works

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:

Add Your Clients

1. Add Your Clients

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.

Get Documents from Clients

2. Get Documents from Clients

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.

Categorize Transactions

3. Categorize Transactions with Ease

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.

Generate Reports

4. Generate Reports with Structured Data

Download a Profit & Loss report with one click, ready for tax preparation. Need deeper analysis? Export structured data to Excel for further customization.

Built for Accounting Firms, No Setup Needed

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.

Unmatched Accuracy, Backed by Technology You Can Trust

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.

99.9%

Accuracy Rate

< 30s

Processing Time

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
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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.

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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