4.1
Taco ratings
Smart Clerk is appreciated for its efficient bank statement processing, accurate categorization, and time-saving automation. Some users have highlighted minor issues with statement upload limits and AI categorization accuracy. Overall, with a 4.2 rating and positive feedback, Smart Clerk is a solid buy for those seeking automated accounting. With a 60-day money-back guarantee, it's worth giving it a try.
AI-powered summary of customer reviews
Verified purchaser
Amazing time saver
If you spend any time preparing financial statements or have a backlog of data to analyze, you will love this app. A giant head start! Minutes instead of hours to extract and classify data. This is the future of bookkeeping.
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Verified purchaser
T3 offer. I hope the statement upload limit is renewed every month. If not, I've wasted a day's work:(
We only have 3 bank accounts..... and after moving the data to Smart Clerk we received the message--> You have reached your statement limit. Increase your plan to continue uploading statements.
The platform as it is is very useful. I was able to organize quite a lot of finances in a short time.
I hope the statement upload limit is renewed every month. If not, I've wasted a day's work:(
Erinc_smartclerk
Apr 22, 2025Thank you for your feedback. If I understand correctly, you find Smart Clerk very useful for your needs but are dissatisfied with the limitations of the deal you purchased.
Please note that the communication of these deal limits is handled entirely by AppSumo, and we do not have direct control over it. It's unfortunate to see that this has impacted Smart Clerk's rating. :(
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Verified purchaser
No support - lot of improvements
The support is terrible, takes some days to reply, ordoes not reply at all...
Then the tool needs a lot of improvements, small bugs, issues with the limits, no CSV import...
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Verified purchaser
Good concept but it NEEDS WORK
Bank statements that have multiple accounts are not read correctly. I cannot change amounts or make corrections manually if the AI gets it wrong... WTF‼️ I emailed customer service and they said they were going to work on it but its been over a week and no response or status update. I love the concept but if the AI gets it wrong, product is useless.
Erinc_smartclerk
Apr 21, 2025Thank you for your feedback. Managing multiple accounts in a single statement remains a challenge we are currently addressing, but we aim to resolve it soon. If the AI makes a mistake, you have several options to correct it. You can edit amounts, descriptions, and vendor/customer information directly on the transaction page by clicking on the relevant entry. Alternatively, you can navigate to...
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Verified purchaser
SmartClerk Rocks
I uploaded my 2024 credit card and bank statements.
I reviewed the categories and made just a few adjustments (~98% accuracy).
My P&L was available about 20 minutes after I started and SmartClerk learns from my adjustments. SmartClerk is a huge time saver. I referred this to my CPA.
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