Ratings and Reviews 1 Rating

Total
ease
features
design
support

Ratings and Reviews 0 Ratings

Total
ease
features
design
support

This software has no reviews. Be the first to write a review.

Write a Review

Alternatives to Consider

  • Quick Consols Reviews & Ratings
    49 Ratings
    Company Website
  • Sage Intacct Reviews & Ratings
    7,363 Ratings
    Company Website
  • Martus Reviews & Ratings
    120 Ratings
    Company Website
  • Banker's Dashboard Reviews & Ratings
    6 Ratings
    Company Website
  • Plaid Reviews & Ratings
    114 Ratings
    Company Website
  • Budgyt Reviews & Ratings
    272 Ratings
    Company Website
  • Multiview ERP Reviews & Ratings
    318 Ratings
    Company Website
  • Xero Reviews & Ratings
    4,767 Ratings
    Company Website
  • onPhase Reviews & Ratings
    181 Ratings
    Company Website
  • Everstage Reviews & Ratings
    3,041 Ratings
    Company Website

What is Smart Clerk?

Smart Clerk is a groundbreaking AI solution that transforms the process of turning financial documents into bookkeeping-ready reports, significantly improving financial management for small and medium-sized businesses. This tool skillfully handles both bank and credit card statements, automating the extraction of essential data, categorizing transactions, and generating comprehensive financial reports, which removes the burden of manual data entry. Users can effortlessly upload their statements onto the platform, where the AI efficiently accommodates various formats from different financial institutions. Additionally, the tool provides customizable transaction categorization options tailored to the specific requirements of each business, and it offers insightful suggestions for categorization, aiding users who may be uncertain about how to classify their transactions. Moreover, Smart Clerk enhances vendor management by identifying and matching vendor names, even in their abbreviated forms, enabling users to conveniently access balances, invoices, and transaction details all in one centralized location. This all-encompassing approach not only simplifies financial workflows but also equips businesses with the ability to make well-informed decisions grounded in accurate and well-organized financial data. Ultimately, Smart Clerk represents a significant advancement in the integration of AI technology into financial management practices.

What is Redwood Reporting?

Redwood Reporting seamlessly provides essential reports at the right moment, in the right location, and in the preferred format, alleviating the common issues of frustration, wasted time, and inaccuracies that often arise from the manual process of gathering, calculating, and organizing data from various systems. This innovative solution includes features such as: * User-friendly, browser-based report access from nearly any application * Immediate retrieval of both historical and recent report data through flexible push and pull functionalities * Options for analysis, deconstruction, and reformatting of report data before distribution to adhere to specific business or security protocols * The capability to compile sections from multiple report sources into cohesive, customized documents for sharing via email or publication * Comprehensive APIs that facilitate smooth integration with existing business applications and enable rapid content retrieval * Simplified management of report access through security measures already in place within the organization, ensuring data protection and compliance. In summary, Redwood Reporting enhances efficiency and accuracy in report delivery, making it a vital tool for any enterprise seeking to streamline its data management processes.

Media

Media

Integrations Supported

Bank of America Business Advantage
Chase Software
Microsoft 365
QuickBooks Online
Redwood Finance Automation
RunMyJobs by Redwood
Tungsten Capture

Integrations Supported

Bank of America Business Advantage
Chase Software
Microsoft 365
QuickBooks Online
Redwood Finance Automation
RunMyJobs by Redwood
Tungsten Capture

API Availability

Has API

API Availability

Has API

Pricing Information

$29 per month
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Smart Clerk

Date Founded

2023

Company Location

United States

Company Website

smartclerk.ai/

Company Facts

Organization Name

Redwood Software

Date Founded

1992

Company Location

United States

Company Website

www.redwood.com/report-distribution

Categories and Features

Financial Reporting

"What If" Scenarios
Audit Trail
Balance Sheet
Cash Management
Consolidation / Roll-Up
Forecasting
General Ledger
Income Statements
Multi-Company
Multi-Department / Project
Profit / Loss Statement

Categories and Features

Financial Reporting

"What If" Scenarios
Audit Trail
Balance Sheet
Cash Management
Consolidation / Roll-Up
Forecasting
General Ledger
Income Statements
Multi-Company
Multi-Department / Project
Profit / Loss Statement

Popular Alternatives

Popular Alternatives

IDL Publisher Reviews & Ratings

IDL Publisher

insightsoftware