Name: Geez, this is incredible! It\u0027s better than you think.
Item: Smart Clerk
Rating: 5
Author: mauricio58

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

GDPR-compliant

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

Only for new Smart Clerk users who do not have existing accounts

Deal includes processing of only 2024 and 2025 bank statements—contact Smart Clerk to enable historical data processing.

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>

<p><div id="pdp-story-inline-video" class="story-inline-video"><iframe
  id="smartclerk-vid"
  width="560"
  height="315"
  src="https://www.youtube.com/embed/P_LsZkDZ0w4?si=D11aq5S27g1MDNuH&amp;rel=0"
  frameborder="0"
  allow="accelerometer; autoplay; encrypted-media; gyroscope; picture-in-picture"
  allowfullscreen
  loadonscroll
></iframe>
</div></p>

<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>


<p>
        <div
          class="story-img-container open-carousel-modal-on-click"
          data-story-image-id="smartclerk-1"
        >
            <img
                class="story-inline-image z-depth-2"
                src="https://appsumo2-cdn.appsumo.com/media/stories/images/smartclerk-1.png?optimizer=gif"
                alt="Profit and Loss statement data extraction"
                srcset="https://appsumo2-cdn.appsumo.com/media/stories/images/smartclerk-1.png?width=495&optimizer=gif 450w,
                         https://appsumo2-cdn.appsumo.com/media/stories/images/smartclerk-1.png?width=654&optimizer=gif 595w,
                         https://appsumo2-cdn.appsumo.com/media/stories/images/smartclerk-1.png?width=935&optimizer=gif 850w"
                sizes="(min-width: 950px) 1045px, 100vw"
                width="850" height="500"
                loading="lazy"
            />
            <svg
              aria-hidden="true"
              focusable="false"
              data-prefix="fas"
              data-icon="search-plus"
              role="img"
              xmlns="http://www.w3.org/2000/svg"
              viewBox="0 0 512 512"
              class="hover-mag-glass svg-inline--fa fa-search-plus fa-w-16"
            >
                <path
                  fill="currentColor""
                  d="M304 192v32c0 6.6-5.4 12-12 12h-56v56c0 6.6-5.4 12-12 12h-32c-6.6                   0-12-5.4-12-12v-56h-56c-6.6 0-12-5.4-12-12v-32c0-6.6 5.4-12 12-12h56v-56c0-6.6 5.4-12                   12-12h32c6.6 0 12 5.4 12 12v56h56c6.6 0 12 5.4 12 12zm201 284.7L476.7 505c-9.4 9.4-24.6                   9.4-33.9 0L343 405.3c-4.5-4.5-7-10.6-7-17V372c-35.3 27.6-79.7 44-128 44C93.1 416 0 322.9 0                   208S93.1 0 208 0s208 93.1 208 208c0 48.3-16.4 92.7-44 128h16.3c6.4 0 12.5 2.5 17 7l99.7                   99.7c9.3 9.4 9.3 24.6 0 34zM344 208c0-75.2-60.8-136-136-136S72 132.8 72 208s60.8 136 136 136                   136-60.8 136-136z"
                />
           </svg>
        </div>
    </p>


<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> 
<p>
        <div
          class="story-img-container open-carousel-modal-on-click"
          data-story-image-id="smartclerk-2"
        >
            <img
                class="story-inline-image z-depth-2"
                src="https://appsumo2-cdn.appsumo.com/media/stories/images/smartclerk-2.png?optimizer=gif"
                alt="Profit and Loss statement"
                srcset="https://appsumo2-cdn.appsumo.com/media/stories/images/smartclerk-2.png?width=495&optimizer=gif 450w,
                         https://appsumo2-cdn.appsumo.com/media/stories/images/smartclerk-2.png?width=654&optimizer=gif 595w,
                         https://appsumo2-cdn.appsumo.com/media/stories/images/smartclerk-2.png?width=935&optimizer=gif 850w"
                sizes="(min-width: 950px) 1045px, 100vw"
                width="850" height="500"
                loading="lazy"
            />
            <svg
              aria-hidden="true"
              focusable="false"
              data-prefix="fas"
              data-icon="search-plus"
              role="img"
              xmlns="http://www.w3.org/2000/svg"
              viewBox="0 0 512 512"
              class="hover-mag-glass svg-inline--fa fa-search-plus fa-w-16"
            >
                <path
                  fill="currentColor""
                  d="M304 192v32c0 6.6-5.4 12-12 12h-56v56c0 6.6-5.4 12-12 12h-32c-6.6                   0-12-5.4-12-12v-56h-56c-6.6 0-12-5.4-12-12v-32c0-6.6 5.4-12 12-12h56v-56c0-6.6 5.4-12                   12-12h32c6.6 0 12 5.4 12 12v56h56c6.6 0 12 5.4 12 12zm201 284.7L476.7 505c-9.4 9.4-24.6                   9.4-33.9 0L343 405.3c-4.5-4.5-7-10.6-7-17V372c-35.3 27.6-79.7 44-128 44C93.1 416 0 322.9 0                   208S93.1 0 208 0s208 93.1 208 208c0 48.3-16.4 92.7-44 128h16.3c6.4 0 12.5 2.5 17 7l99.7                   99.7c9.3 9.4 9.3 24.6 0 34zM344 208c0-75.2-60.8-136-136-136S72 132.8 72 208s60.8 136 136 136                   136-60.8 136-136z"
                />
           </svg>
        </div>
    </p>



<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>
<p>
        <div
          class="story-img-container open-carousel-modal-on-click"
          data-story-image-id="smartclerk-3"
        >
            <img
                class="story-inline-image z-depth-2"
                src="https://appsumo2-cdn.appsumo.com/media/stories/images/smartclerk-3.png?optimizer=gif"
                alt="Categorization"
                srcset="https://appsumo2-cdn.appsumo.com/media/stories/images/smartclerk-3.png?width=495&optimizer=gif 450w,
                         https://appsumo2-cdn.appsumo.com/media/stories/images/smartclerk-3.png?width=654&optimizer=gif 595w,
                         https://appsumo2-cdn.appsumo.com/media/stories/images/smartclerk-3.png?width=935&optimizer=gif 850w"
                sizes="(min-width: 950px) 1045px, 100vw"
                width="850" height="500"
                loading="lazy"
            />
            <svg
              aria-hidden="true"
              focusable="false"
              data-prefix="fas"
              data-icon="search-plus"
              role="img"
              xmlns="http://www.w3.org/2000/svg"
              viewBox="0 0 512 512"
              class="hover-mag-glass svg-inline--fa fa-search-plus fa-w-16"
            >
                <path
                  fill="currentColor""
                  d="M304 192v32c0 6.6-5.4 12-12 12h-56v56c0 6.6-5.4 12-12 12h-32c-6.6                   0-12-5.4-12-12v-56h-56c-6.6 0-12-5.4-12-12v-32c0-6.6 5.4-12 12-12h56v-56c0-6.6 5.4-12                   12-12h32c6.6 0 12 5.4 12 12v56h56c6.6 0 12 5.4 12 12zm201 284.7L476.7 505c-9.4 9.4-24.6                   9.4-33.9 0L343 405.3c-4.5-4.5-7-10.6-7-17V372c-35.3 27.6-79.7 44-128 44C93.1 416 0 322.9 0                   208S93.1 0 208 0s208 93.1 208 208c0 48.3-16.4 92.7-44 128h16.3c6.4 0 12.5 2.5 17 7l99.7                   99.7c9.3 9.4 9.3 24.6 0 34zM344 208c0-75.2-60.8-136-136-136S72 132.8 72 208s60.8 136 136 136                   136-60.8 136-136z"
                />
           </svg>
        </div>
    </p>


<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>
<p>
        <div
          class="story-img-container open-carousel-modal-on-click"
          data-story-image-id="smartclerk-4"
        >
            <img
                class="story-inline-image z-depth-2"
                src="https://appsumo2-cdn.appsumo.com/media/stories/images/smartclerk-4.png?optimizer=gif"
                alt="Vendor management"
                srcset="https://appsumo2-cdn.appsumo.com/media/stories/images/smartclerk-4.png?width=495&optimizer=gif 450w,
                         https://appsumo2-cdn.appsumo.com/media/stories/images/smartclerk-4.png?width=654&optimizer=gif 595w,
                         https://appsumo2-cdn.appsumo.com/media/stories/images/smartclerk-4.png?width=935&optimizer=gif 850w"
                sizes="(min-width: 950px) 1045px, 100vw"
                width="850" height="500"
                loading="lazy"
            />
            <svg
              aria-hidden="true"
              focusable="false"
              data-prefix="fas"
              data-icon="search-plus"
              role="img"
              xmlns="http://www.w3.org/2000/svg"
              viewBox="0 0 512 512"
              class="hover-mag-glass svg-inline--fa fa-search-plus fa-w-16"
            >
                <path
                  fill="currentColor""
                  d="M304 192v32c0 6.6-5.4 12-12 12h-56v56c0 6.6-5.4 12-12 12h-32c-6.6                   0-12-5.4-12-12v-56h-56c-6.6 0-12-5.4-12-12v-32c0-6.6 5.4-12 12-12h56v-56c0-6.6 5.4-12                   12-12h32c6.6 0 12 5.4 12 12v56h56c6.6 0 12 5.4 12 12zm201 284.7L476.7 505c-9.4 9.4-24.6                   9.4-33.9 0L343 405.3c-4.5-4.5-7-10.6-7-17V372c-35.3 27.6-79.7 44-128 44C93.1 416 0 322.9 0                   208S93.1 0 208 0s208 93.1 208 208c0 48.3-16.4 92.7-44 128h16.3c6.4 0 12.5 2.5 17 7l99.7                   99.7c9.3 9.4 9.3 24.6 0 34zM344 208c0-75.2-60.8-136-136-136S72 132.8 72 208s60.8 136 136 136                   136-60.8 136-136z"
                />
           </svg>
        </div>
    </p>


<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

Smart Clerk

Share Smart Clerk