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 Income Statements

Stop sifting through endless transactions. Our AI instantly compiles bookkeeping-ready income statements from your bank or credit card statements—eliminating tedious data entry. In just a few clicks, you'll have a clear snapshot of your business's performance.

2
Tailored Transaction Categorization

SmartClerk's AI automatically assigns each transaction to the right category, ensuring your income statements—and other financial reports—stay accurate. Over time, it learns from your preferences, refining its process to deliver even greater precision and efficiency.

3
Streamlined Vendor Management

Easily track and manage your vendors. SmartClerk identifies vendors—even if their names vary on statements—so you can quickly review balances and invoices all in one place. Enjoy hassle-free vendor oversight and keep your financials running smoothly.

Before SmartClerk, preparing our monthly income statements was a time-consuming chore. Now, it's done in minutes—every transaction is accurately categorized, and our final reports are always ready for review. It's a game-changer for any business looking to simplify their finances!

alternative
David Collins
Founder - Frontier Foods

< 3 mins

any statement to initial financial review

Try it

< 3 min

from any statement to an income statement

Start Now

How It Works

At SmartClerk, we've streamlined the process of converting your financial statements into an insightful income statement. 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 Income Statement

With a single click, produce a detailed income statement ready for your bookkeeper, streamlining tax preparation and financial analysis.

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
If you represent an accounting firm
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 from the same bank account. This lets you experience the efficiency of Smart Clerk without any initial commitment.

Still got questions?Contact us

We used to spend 40–50 hours every tax season wrestling with transactions and trying to make sense of our statements. Then we found SmartClerk. It's like magic—our data is automatically categorized and summarized in minutes, saving us an unbelievable amount of time and stress.

alternative
Sarah Adams
CFO - Redwood Consulting

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