Name: buy it just after you have submitted tax return as there is a fee to upload statements .
Item: Smart Clerk
Rating: 2
Author: 112308453716167457447

Group

Software

Finance

Sub category

Accounting

Product tag

Best for

Accountants

Small businesses

Solopreneurs

Alternative to

Quickbooks

Wave Accounting

Xero

Integrations

Excel

Operating system

Browser-based

Features

Allows Existing Accounts

All future Growth (Tier 1) or Professional (Tiers 2 & 3) Plan updates

If Plan name changes, deal will be mapped to the new Plan name with all accompanying updates

No codes, no stacking—just choose the plan that’s right for you

You must activate your license within 60 days of purchase

Ability to upgrade between 3 license tiers while the deal is available

Ability to downgrade between 3 license tiers within 60 days of purchase

Available for new Smart Clerk users and returning AppSumo purchasers

Previous AppSumo customers who purchased Smart Clerk can upgrade their license to increase their feature limits

Contact Smart Clerk for historical data processing

Deal includes processing of bank statements starting from 2024 and for all subsequent years

Smart Clerk Terms & Conditions

LinkedIn

YouTube

Blog

Company and product FAQs

First post from founder

<h4 class=""><b>Smart Clerk is an AI bookkeeping tool that instantly converts bank statements into organized, accountant-ready reports.</b></h4>

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<h4 class=""><b>Process bank statements</b></h4>

<p>Stop sinking hours into manual data entry! Smart Clerk makes it easy to <b>import and instantly process your bank and credit card statements</b>.</p>


<ul><li><b>Upload a PDF statement</b> and the AI will automatically log every transaction in no time</li><li><b>Detect and resolve any discrepancies</b> in your statements using the Reconciliation module</li></ul>


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<h5 class="" style="text-align: center; "><i>Extract financial data from your bank and credit card statements in just seconds.</i></h5><h4 class=""><b>Create a Profit and Loss statement</b></h4>

<p>In just a few clicks, you’ll<b> get a complete overview of your financial situation</b>—no accounting expertise required.</p>


<ul><li><b>View your month-by-month spending by category or vendor </b>to understand where your money is going</li><li><b>Export your financial reports to Excel </b>and easily share them with your accountant during tax season</li></ul> 
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<h5 class="" style="text-align: center; "><i>Quickly generate Profit and Loss statements just in time for tax season.</i></h5><h4 class=""><b>Categorize transactions on autopilot</b></h4>

<p>Plus, you can<b> automatically categorize every line across transactions</b>, ensuring 100% accuracy across the board.</p> 


<ul><li><b>Create custom categories</b> to suit the specific needs of your business</li><li><b>Change the category of any line item</b> and create categorization rules for the AI to follow</li></ul>
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<h5 class="" style="text-align: center; "><i>Organize all your transactions by category to understand where your money is going.</i></h5><h4 class=""><b>Keep track of your vendors</b></h4>

<p>Smart Clerk can also<b> intelligently identify and organize vendor details</b>, so all your transactions are in one place—not scattered across folders and tabs.</p>


<ul><li><b>View comprehensive vendor reports</b> to monitor spending and spot any unusual transactions</li><li><b>Consolidate different versions of vendor names on bank statements </b>for data consistency</li></ul>
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<h5 class="" style="text-align: center; "><i>Access all your vendor transactions and data from one place.</i></h5><p>Take the hassle out of financial paperwork! Smart Clerk instantly turns bank statements into clean, bookkeeper-ready reports to help keep your finances on track.</p>

<p>Master your bookkeeping with AI.</p>

<p><b>Get lifetime access to Smart Clerk today!</b></p>

Process bank statements and automate your accounting with this AI bookkeeping tool

Profit and Loss statement data extraction

Smart Clerk

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