Smart Clerk Questions

Showing 1 - 20 of 240 questions
Oct 3, 2025
See detail

Q: Do you use customer data to train your AI?

Also, once data is deleted is it really deleted? You are asking people to trust you with sensitive financial details including bank account details, spending habits, etc. privacy seems pretty important.

techytechtechytech
techytechPLUS

Verified purchaser

Founder Team
Cansu_SmartClerk

Cansu_SmartClerk

Oct 6, 2025

A: Per our policies, we never use your data to train our AI or any third-party models. Deleted data is removed from active systems and purged from encrypted backups on their scheduled expiry.

Share
Helpful?
Oct 2, 2025
See detail

Q: PAYPAL STATEMENTS and Reciept reading capabilities

Can this read Paypal Transaction Statements ? Y/N

Can this read Reciepts too and show detail from the receipt so the the product and the costs are clear? y/n

If yes. does this include any electric receipt?

Does this include Shein ? y/n
Does this include Temu. ? y/n

112308453716167457447112308453716167457447
112308453716167457447PLUS

Verified purchaser

Share
Helpful?
Sep 12, 2025
See detail

Q: direct feed with malaysia bank? and open for API/integration to my SaaS

hi

can you provide direct feed with malaysia bank? and open for API/integration to my SaaS

CZNCZN
CZNPLUS

Verified purchaser

Share
Helpful?
Sep 12, 2025
See detail

Q: invoices and bank download clarification.

1. Does this do invoice creation with inventory and taxation? Yes or no?
2. Does direct bank download mean download or scanning in statements?

alchemycomputeralchemycomputer
alchemycomputerPLUS

Verified purchaser

Founder Team
Fatih_SmartClerk

Fatih_SmartClerk

Sep 12, 2025

A: 1. Not yet, but it’s on our roadmap. For now, Smart Clerk focuses on processing and categorizing your existing invoices and statements.

2. Direct bank connections (US banks only for now) allows you to securely connect your bank account and automatically import your transaction data. That being said, you can also upload PDF statements (scanned or original digital copies) if you prefer.

Share
Helpful?
Sep 12, 2025
See detail

Q: Does this work in South Africa?

Do you currently have clients in South Africa using Smart Clerk successfully with statements from banks like FNB, ABSA, Nedbank, Capitec or Standard Bank?
If yes, can you confirm which formats (PDF, CSV, etc.) you support and whether the system correctly handles South African Rand (R) currency and day/month/year date formats?
Also, how do you deal with VAT or local tax categories in South Africa?

Angus05Angus05
Angus05PLUS

Verified purchaser

Founder Team
Fatih_SmartClerk

Fatih_SmartClerk

Sep 12, 2025

A: Yes, Smart Clerk is used by clients in South Africa, including those with statements from FNB, ABSA, Nedbank, Capitec, and Standard Bank. At the moment, we support PDF statements only.

The system handles South African Rand (R) without any issues, and we haven’t had any reports of problems with local date formats. For VAT and other local taxes, you can manage these through our invoices feature....

Share
Helpful?