Smart Clerk Questions

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Q: Upload Excel Spreadsheets

I have data in Excel spreadsheets. Is it possible to upload this to Smart Clerk as well so that I can have a complete picture?

What are 'invoices'? Are these invoices (expenses for my business) or are these 'issuing invoices' to my customers?

meaghan58Edited Apr 23, 2025
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Q: Do you have any plans for API integrations?

I'm very interested in automating data flow from my accounting software (Zoho Books). Currently, I see bank statement uploads as the main input.

Are there plans for API integrations to allow automatically pulling and processing of data, like invoices, from other platforms? If not, this would be extremely helpful. If so, any estimated timeline would be appreciated. This would greatly improve workflow. Thank you!

Steve_ASLLCPLUSApr 23, 2025
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Q: Invoice limitation?

Invoice limited is not enough for 2 or 3 tier plan. It should be more or unlimited.

ishainfoPLUSApr 21, 2025
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Q: Roadmap?

What's your roadmap look like?

I think this would be an amazing tool. I've also been looking for something that analyzes my accounting and provides tax strategy based on my company and the tax code.

Is this possibly something y'all might consider down the road?

kylejw84PLUSApr 20, 2025
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Q: What's the relation between Invoices and Bank Statements?

I'm interested in the auto sorting the bank statement details, but I don't understand what the invoice limits are about.
How does it relate to the bank statements?

404-ErrorApr 20, 2025
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