Smart Clerk Reviews

Smart Clerk does what it says really well.

I had a problem with my account because I uploaded the same bank statements twice, thereby doubling my debits and credits. I reached out to the support team and asked how to delete the second entries. They went in and took out the offending duplicates for me. Now that is some great customer service!

The application is extremely easy when using summer statements from bank accounts and credit cards. I found the best message is to use a year end statement from the previous year.

Updating in real time is a little more difficult. I found that updating with monthly statements is fine, but updating in real time and with individual individual receipts can be problematic.

I attempted to use their email to receipt feature (email to your personal Smart Clerk email), but the receipt never came in. Support hasn’t gotten back to me as to why.

The main flaw at the moment is a lack of detecting duplicate charges. So if I upload a monthly statement and individual charges or receipts, then they both display without any warning that it’s a duplicate. I find that strange, but hopefully an easy feature to add in the near future

Great Value! Get this while you can.

Great quick bookkeeping, hopefully they will add balance sheet