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.

Pricing

Price Starts At:
$29 per month
Free Version:
Free Version available.

Screenshots and Video

Smart Clerk Screenshot 1

Company Facts

Company Name:
Smart Clerk
Date Founded:
2023
Company Location:
United States
Company Website:
smartclerk.ai/

Product Details

Deployment
SaaS
Training Options
Documentation Hub
Online Training
On-Site Training
Support
Web-Based Support

Product Details

Target Company Sizes
Individual
1-10
11-50
51-200
201-500
501-1000
1001-5000
5001-10000
10001+
Target Organization Types
Mid Size Business
Small Business
Enterprise
Freelance
Nonprofit
Government
Startup
Supported Languages
English

Smart Clerk Categories and Features

Financial Reporting Software

"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

More Smart Clerk Categories

Smart Clerk Customer Reviews

Write a Review
  • Reviewer Name: Erinc A.
    Position: Airbnb Host
    Has used product for: Less than 6 months
    Uses the product: Yearly
    Org Size (# of Employees): 1 - 25
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    Impressive results

    Date: Feb 20 2025
    Summary

    It works like magic. I uploaded my bank statement and credit card statements in PDF format and got impressive results.

    After categorizing and tweaking a few transactions, I generated my income statement. Overall, it took me about 1 to 1.5 hours to complete my tax returns.

    Positive

    - Only tool which converted my pdf bak statements to a meaningful complete report.
    - Very easy to use, no setup needed
    - Auto categorization works like a charm

    Negative

    - You need to have pdf bank statements to import data to the system

    Read More...
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