I have a few questions:\u000a\u00091.\u0009Can Smart Clerk connect automatically to Bank of America, Chase, Capital One, Wise, Amex, and Apple Card?\u000a\u00092.\u0009If not, can I upload statements manually (PDF or CSV)?\u000a\u00093.\u0009Can I tag transactions as personal or business?\u000a\u00094.\u0009Is it possible to attach receipts or notes to transactions?\u000a\u00095.\u0009How are internal transfers between my own accounts handled to avoid double\u002Dcounting?\u000a\u00096.\u0009Can the system generate clean, tax\u002Dready reports that eliminate the need for a separate bookkeeper?\u000a\u000aThanks in advance!

Direct bank account connections will be available in the next few months.\u000a\u000aCurrently, you can upload statements from all the mentioned financial institutions.\u000a\u000aIt is possible to tag transactions as personal and exclude them from your business P\u0026L statements.\u000a\u000aAttaching notes and receipts to transactions is on our roadmap\u003B we have received that feedback frequently.\u000a\u000aYou can mark internal transfers to avoid double entries.\u000a\u000aWe generate P\u0026L reports, and the functionality is very effective.

Managing bookkeeping across multiple business and personal | Smart Clerk

Q: Managing bookkeeping across multiple business and personal accounts

I have a few questions:
1. Can Smart Clerk connect automatically to Bank of America, Chase, Capital One, Wise, Amex, and Apple Card?
2. If not, can I upload statements manually (PDF or CSV)?
3. Can I tag transactions as personal or business?
4. Is it possible to attach receipts or notes to transactions?
5. How are internal transfers between my own accounts handled to avoid double-counting?
6. Can the system generate clean, tax-ready reports that eliminate the need for a separate bookkeeper?

Thanks in advance!

TopGPLUSApr 4, 2025

Founder Team