Smart Clerk

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Member since: Jan 2018Deals bought: 300
5 stars
5 stars
Posted: Sep 11, 2025

Excellent accounting / bookkeeping tool with even more potential

The Good:
- Accurate OCR / Importing of PDFs despite different formats for different account types / sources.
- Excellent UI/UX
- Easy to use
- Friendly, responsive support - despite being in the middle of an app sumo campaign (which has to be quite taxing from a support perspective).

The Less Good:
- Not much better use of AI than we had with LessAccounting. It asks when we categorize something if we want similar transactions categorized the same way, but it only takes the AI assumed company name into account, not the original transaction name. If we could tell it we want original transactions with X text within as category 1 and then Y text as category 2, that would be superb, but no such option. It's frustrating that I can see data that *would* improve the AI automation, but I can't prompt it to use it.
- OCR / Parsing PDFs is a bit slow. 5-10 minutes for a month of transactions, that said - its accuracy is excellent.
- Can't import historical data from other accounting software due to lack of CSV support - would have to import each prior month and re-categorize the last 8 months of data again (since we already did it in our previous software).

Overall: solid product, and has room for improvement, but I'm confident the team behind it will make the changes/steps necessary for said improvement.

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