Automate your accounting with AI

4.45 stars

Smart Clerk

Process bank statements

Create a Profit and Loss statement

Categorize transactions on autopilot

Keep track of your vendors

Smart Clerk

Process bank statements and automate your accounting with this AI bookkeeping tool

4.45 stars

4.45 stars

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Lifetime access
Refundable up to 60 days
Covered by our We Got Your Back guarantee

Thoroughly vetted by AppSumo for quality, performance, and support

Manual bookkeeping is a time-consuming minefield of typos, errors, and mismatched numbers. Smart Clerk's AI converts your bank statements into polished, accountant-ready reports in seconds.

TL;DR

Upload bank and credit card statements for the AI to record and categorize every transaction
Create a profit and loss statement and view your expenses by category or vendor

At-a-glance

Alternative to

Quickbooks, Wave Accounting, Xero

Integrations

Excel

Best for

Accountants, Small businesses, Solopreneurs

Smart Clerk

Instantly convert bank statements into organized financial reports

Sold out!

Overview
Pricing
Reviews

Sold out!

Instantly convert bank statements into organized, accountant-ready reports

Process bank statements

Upload a PDF statement and the AI will automatically log every transaction in no time
Detect and resolve any discrepancies in your statements using the Reconciliation module

Process bank statements

Create a Profit and Loss statement

View your month-by-month spending by category or vendor to understand where your money is going
Export your financial reports to Excel and easily share them with your accountant during tax season

Create a Profit and Loss statement

Categorize transactions on autopilot

Create custom categories to suit the specific needs of your business
Change the category of any line item and create categorization rules for the AI to follow

Categorize transactions on autopilot

Keep track of your vendors

View comprehensive vendor reports to monitor spending and spot any unusual transactions
Consolidate different versions of vendor names on bank statements for data consistency

Keep track of your vendors

Choose the plan that's right for you

Feel secure in your purchase with AppSumo's 60 day money-back guarantee.

License Tier 1

Bank accounts2

Invoices per month75

Manage multiple companies

Learning algorithm

Direct bank connection

Bank statement analyzer

Invoice processor

Auto-categorization

Profit and loss report

Best accuracy model

API access

Bank reconciliation

License Tier 2

Bank accounts6

Invoices per month300

Manage multiple companies

Learning algorithm

Direct bank connection

Bank statement analyzer

Invoice processor

Auto-categorization

Profit and loss report

Best accuracy model

API access

Bank reconciliation

License Tier 3

Bank accounts15

Invoices per month1,500

Manage multiple companies

Learning algorithm

Direct bank connection

Bank statement analyzer

Invoice processor

Auto-categorization

Profit and loss report

Best accuracy model

API access

Bank reconciliation

Refundable up to 60 days

Covered by our

We Got Your Back guarantee

Deal terms & conditions

Founded September 1, 2023

🇳🇱The Netherlands

1-10

Startup

Bootstrapped

Effortless AI bookkeeping

Small business owners often spend hours manually entering transactions from bank and credit card statements, a process that is error-prone and overwhelms resources.

Erinc Arik, drawing on his own late-night struggles with spreadsheets and invoices, created Smart Clerk to automate statement processing with drag-and-drop simplicity. The AI quickly categorizes transactions, detects discrepancies, and generates accountant-ready reports without an accounting background.

By transforming raw statements into organized profit-and-loss statements and vendor summaries in seconds, Smart Clerk helps entrepreneurs focus on growth instead of paperwork.

Co-founder

Questions & reviews

Have a question?

Here you'll find a curated collection of frequent questions and answers, designed to provide you with quick, clear information about the product.

For all other questions refer to the questions tab

Helpful links

Does Smart Clerk support importing and storing images or PDFs of receipts?

Does Smart Clerk support CSV or Excel file imports?

Can Smart Clerk integrate with QuickBooks?

How does Smart Clerk handle transaction categorization?

What types of financial reports can Smart Clerk generate?

Is Smart Clerk suitable for users without accounting experience?

How does Smart Clerk ensure data security?

Can Smart Clerk process bank statements from any financial institution?

How does Smart Clerk handle vendor management?

Smart Clerk is praised for its accurate OCR/importing of PDFs, excellent UI/UX, and user-friendly design. However, some users have reported minor glitches with real-time updates and complex reconciliations. Despite this, Smart Clerk is a solid buy for those in need of an efficient accounting/bookkeeping tool. With a 4.4 overall rating and a 60-day money-back guarantee, it's worth giving it a try.

AI-powered summary of customer reviews

Ratings

4.4

4.45 stars

4.45 stars

53

Taco ratings

38

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2

Co-founder

Founded September 1, 2023

🇳🇱The Netherlands

1-10

Startup

Bootstrapped

Showing 1-2 of 2 posts

Feb 26, 2025

Company and product FAQs

What are past projects, failures, or successes you’ve had in your career?

Previously, as an Airbnb host, I built a tool for professional Airbnb hosts managing multiple properties, like myself. It was called Your Porter App, and it was acquired by Guesty in 2021.

What 3rd party tools is your product critically dependent on?

OpenAI API

Where is your customer data stored?

Partly US and EU

What is your current monthly recurring revenue (MRR)?

15000

How many customers do you have today?

450

What’s the origin of the idea for your product?

I have founded and managed multiple companies in the US, the Netherlands, and Turkey. While managing finances, I tried many different tools, but as a founder without an accounting background, I struggled to find one that was easy to use. Most of the time, I encountered difficulties during the setup process. That's why we began our journey at Smart Clerk—with the promise of building an accounting tool that feels like magic from the moment you onboard and start using it.

What problem is your product solving and how?

Preparing financial documents like income statements from raw bank and credit card statements is hard, complicated, and time-consuming. For tax returns, every company—small or large—must spend many hours each year on this task, time that could be better used to drive the company's success.

What’s the #1 thing you’re looking to gain from the AppSumo campaign?

Product feedback, new use cases, understanding what our users do as a next step after Smart Clerk so we can expand new offerings.

What are your plans with the customers, cash, and learnings from the AppSumo campaign?

We want to collect feedback from our users and build a better roadmap based on their use cases.

Any details to clarify about the deal?

Our tool targets small businesses, startups or individuals in the US, but supports any other countries.

We have fair usage limits stated in our terms and conditions, where we expect our users to use our tool for their current and future tax returns.

Anything else you'd like to add?

We are focusing on US tax deadlines so we believe that it would be a good opportunity for small business owners to prepare their tax returns easier.

Feb 26, 2025

First post from founder

Erinc here, Founder of Smart Clerk. I’m beyond excited to introduce you to our brand-new, drag-and-drop bookkeeping solution that’s designed to make your life easier—no more headaches and wasted hours sorting through bank / credit card statements and receipts!

From one small business owner to another

I’ve walked in your shoes. I’ve spent late nights wrestling with invoices, expense tracking, and never-ending spreadsheets. It wasn’t fun—especially when tax season rolled around (cue the dread! 😰). So I decided to do something about it.

Smart Clerk was born from these real-life experiences. I wanted to build a tool so simple that anyone—yes, even the most “numbers-averse” entrepreneur—could manage their books with confidence.

Drag, drop, done! ✨

We believe software should be intuitive and fun to use. That’s why Smart Clerk uses drag-and-drop simplicity to handle tasks that normally require a calculator and a strong cup of coffee. Whether you’re uploading receipts, organizing bank or credit card statements, or generating reports, it’s all just a couple of clicks—no advanced math degree required.

Focus on growth, not paperwork

Tax season can be a real bear (we’ve all been there), but with Smart Clerk, you can breeze through your finances without losing your mind. We’ll sort everything and prepare a clean, easy-to-read Income Statement so you can hand it over to your accountant and get back to what truly matters—building your business, nurturing client relationships, and scaling to new heights.

Ready to stress less this tax season? ✅

If you’re looking to save time, money, and a whole lot of frustration, Smart Clerk is here for you. We’re on a mission to help small business owners like you take the pain out of bookkeeping—so you can get back to doing what you love.

Give Smart Clerk a try and join us on this journey toward simpler, smarter bookkeeping. We can’t wait to hear how it helps you grow!

Cheers and happy organizing,

Erinc, Founder of Smart Clerk ✨