Instant accounting reports from your statements.|
Turn your statements into accurate, bookkeeper-ready reports with AI while saving hours of manual data entry.
No credit card required.
Plug-and-play AI bookkeeping for SMBs
Say goodbye to manual data entry, categorization errors, and hours of tedious bookkeeping work. Our AI handles it all automatically.
Every Bank. Every Statement.
Upload statements from any bank or card—any format, any country. We extract and standardize with market-leading accuracy.
AI-Powered Categorization
Our advanced AI automatically categorizes every transaction with 99.9% accuracy, learning from your business patterns.
Real-Time Processing
Connect your bank accounts and credit cards for instant transaction processing and up-to-date financial insights.
Data Security
End-to-end encryption, access controls, and read-only connections keep data safe. We never use your data for AI training or sharing.
Unified Vendors
Consolidate vendor names across banks, cards, and invoices. Track totals by vendor and reconcile transactions without duplicates.
Tax-Ready Reports
Generate P&L statements, balance sheets, and tax reports instantly. No more scrambling at tax time.
Test Smart Clerk with Your Data
Upload a bank statement and see Smart Clerk's AI categorization in action. Your data is processed securely and deleted after the demo.
Drop your bank statement here
or click to browse your files
Supports PDF and image formats (JPG, PNG)
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
-
Account Holder
-
Account Number
-
Opening Balance
-
Closing Balance
-
| 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
Create Free AccountProcessing Error
Join the businesses saving hours every week
"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, and it imported all the information from my checking account into my accounting program in seconds."
"Smart Clerk has made managing finances so much easier for me as a small business owner. Uploading statements is quick, and everything gets sorted into clear reports in minutes. It saves me hours of work and lets me focus on running my business without the stress of bookkeeping."
"Smart Clerk has revolutionized how I handle financial data. Uploading bank statements and instantly getting organized, categorized reports is a game-changer. Generating profit and loss statements in just a few clicks lets me focus on my business instead of spreadsheets."
Choose the plan that fits your business
Start automating your bookkeeping today with our AI-powered platform
GROWTH
Perfect for growing businesses
Billed monthly, cancel anytime
-
2 Bank Accounts
-
100 invoices per month
-
Auto-Categorization
-
Best Accuracy Model
-
P&L Report
- Learning Algorithm
PROFESSIONAL
Most popular choice for small businesses
Billed monthly, cancel anytime
-
Everything in Growth
-
6 Bank Accounts
-
250 invoices per month
-
Multiple Company Support
-
Learning Algorithm
-
Priority Customer Support
Setup in minutes
Upload your statements and start categorizing instantly
Cancel anytime
No long-term contracts or hidden fees
All plans automatically include document processing for the 2024 and 2025 tax years. Need to import older records? A one-time fee of $15 per account, per year applies for any documents dated before 2024.
Looking for a scalable solution for your clients?
Get in touch for custom pricing tailored to your firm's needs.
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.
You can upload your statements directly through the Smart Clerk dashboard, or forward them to your unique Smart Clerk email address.
We support all bank and credit card statement formats, in any language or layout.
Yes. Your uploaded statements are stored securely and can be accessed anytime from your dashboard.
Absolutely. You can export categorized transactions, vendor reports, and P&L statements directly to Excel.
Yes. The free plan includes 1 bank account and 20 invoices per month with all features enabled.
Higher-tier plans support multiple companies. You can manage them all under one login.
Yes. You can export to Excel or connect with tools like Xero and Zapier for further automation.
Our AI categorizes over 95% of transactions correctly. You can always review and adjust categories, and Smart Clerk learns your preferences.
Yes. All plans include statements from 2024 & 2025 tax years. Historical data from older years can be added for $15 per account/year.
Yes. Smart Clerk uses bank-level encryption and secure hosting. Your documents remain private and protected.
Still have questions?
Contact SupportHave 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
Message Sent Successfully!
Thank you for reaching out! We've received your message and will get back to you within 24 hours.
Oops! Something went wrong
We couldn't send your message at this time. Please try again or email us directly at hello@smartclerk.ai
Ready to automate your bookkeeping forever?
Join thousands of business owners who've already saved hundreds of hours and eliminated bookkeeping stress. Get started today with our flexible pricing plans.
Works with your bank
Trusted by 5,000+ financial institutions nationwide