Are Spreadsheet Imports Possible | Smart Clerk

Smart Clerk

Q: Are Spreadsheet Imports Possible

I know that PDF importing is possible but is it possible to import a bank or financial software list of transactions and have smart Clerk prepare the reports off of that? Thanks!

BigmanPLUSMay 6, 2025

Founder Team

Erinc_smartclerk

May 15, 2025

A: Smart Clerk works best with bank and credit card statements; it may not perform well with lists or CSV files.

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