Was trying to upload a few years' statements for one account, 8*12 = 96; however, I'm getting an error that I've reached the upload limit and only have 57 imported. Is there a monthly limit per account or an overall limit per account, or a total for all accounts? I'm on tier 2.
Reading file... • You have reached your statement limit. Upgrade your plan to continue uploading statements.
A: LTD Deals at AppSumo are only applicable to the current and previous tax years (see Deal Terms). This may be the reason you reached that limit so quickly. If you need to process historical documents from the past, you'll need to contact customer support for assistance.
How does it work if in your bank account you have a credit card or current account, but the card number changes because you've cancelled the card or rotated it etc?
A: This is a somewhat tricky case, which I believe may occur from time to time. In such cases, you can reach out to our customer support, and they can definitely help you with that.
I would love to have a Tier that would allow me to have workspaces to manage clients and obviously much higher limits. Smart Clerk wouldn't be resold - which I understand is against your policy - just used internally for different clients. Or are you selling this on Appsumo as a personal tool only (not for businesses)?
Does a credit card count as a separate bank account for hookup? What happens if you reach the 75 a month for statements? Do they roll over to the next month?
Q: Is there a limit on how many companies I can have with second and third tier?
Erinc_smartclerk
Mar 29, 2025A: There is no limit in terms of creating companies, we only have tier limits for total bank and credit card statements.
Share Smart Clerk
Q: What is the statement limits
Was trying to upload a few years' statements for one account, 8*12 = 96; however, I'm getting an error that I've reached the upload limit and only have 57 imported. Is there a monthly limit per account or an overall limit per account, or a total for all accounts? I'm on tier 2.
Reading file...
• You have reached your statement limit.
Upgrade your plan to continue uploading
statements.
Erinc_smartclerk
Mar 29, 2025A: LTD Deals at AppSumo are only applicable to the current and previous tax years (see Deal Terms). This may be the reason you reached that limit so quickly. If you need to process historical documents from the past, you'll need to contact customer support for assistance.
Share Smart Clerk
Q: Card numbers changing
How does it work if in your bank account you have a credit card or current account, but the card number changes because you've cancelled the card or rotated it etc?
Erinc_smartclerk
Mar 29, 2025A: This is a somewhat tricky case, which I believe may occur from time to time. In such cases, you can reach out to our customer support, and they can definitely help you with that.
Share Smart Clerk
Q: Any plans for a business or agency tier?
I would love to have a Tier that would allow me to have workspaces to manage clients and obviously much higher limits. Smart Clerk wouldn't be resold - which I understand is against your policy - just used internally for different clients. Or are you selling this on Appsumo as a personal tool only (not for businesses)?
Erinc_smartclerk
Mar 29, 2025A: Our AppSumo tiers currently focus on individual users. At Smart Clerk, we offer various customizable plans specifically designed for agencies.
Share Smart Clerk
Q: Bank accounts
Does a credit card count as a separate bank account for hookup? What happens if you reach the 75 a month for statements? Do they roll over to the next month?
Share Smart Clerk