Smart Clerk

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Q: What is the statement limits

Was trying to upload a few years' statements for one account, 8*12 = 96; however, I'm getting an error that I've reached the upload limit and only have 57 imported. Is there a monthly limit per account or an overall limit per account, or a total for all accounts? I'm on tier 2.

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• You have reached your statement limit.
Upgrade your plan to continue uploading
statements.

richard900Edited Mar 29, 2025
Founder Team
Erinc_smartclerk

Erinc_smartclerk

Mar 29, 2025

A: LTD Deals at AppSumo are only applicable to the current and previous tax years (see Deal Terms). This may be the reason you reached that limit so quickly. If you need to process historical documents from the past, you'll need to contact customer support for assistance.

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Posted: Mar 30, 2025

It says 300 invoices per month on Tier 2. what's the difference?

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Edited: Mar 30, 2025

I was about to buy two LTDs but I am now confused.
"LTD Deals at AppSumo are only applicable to the current and previous tax years"

I always need tax and accounting data from the past 2 years, so in 2025 I might need to upload data and bank statements from 2023. Will Smart Clerk be able to handle this? And what happens if I reach the limits? When are they reset?