Smart Clerk

Product details
jonathan9580jonathan9580
jonathan9580PLUS
Mar 25, 2025

Q: Is there a way to automate sending bank and credit card statements to Smart Clerk?

This is my only hesitation in moving forward with your product is the manual aspect of uploading credit card/bank statements. If this is solved and I am unaware it looks like a very nice product.

Founder Team
Erinc_SmartClerk

Erinc_SmartClerk

Mar 25, 2025

A: Smart Clerk currently imports and captures data from bank and credit card statements. However, by the end of Q2, we plan to have bank connections ready to go. You can work with statements for a quick start this tax season, and in a few months, we'll be able to retrieve real-time transactions directly from your bank.

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Will all tiers of the AppSumo LTD qualify for the bank connections feature?

Tier 3 will have access to bank connections feature.

Can't wait! This would be perfect.