Smart Clerk

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aplaneaplanePLUS
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Member since: Aug 2022Deals bought: 37
5 stars
5 stars
Posted: Sep 10, 2025

INITIAL REVIEW

As a CPA we often have to go back to basics for some clients and build their books from bank statements especially if they are a late filer or their bank will not link directly. I was impressed with how easy it was to upload a whole years worth of bank statements for a client in just one upload, and how quickly it populated a Profit and loss report for all 12 months. The 1st go I just uploaded from TD Bank and the statements had copies of all the cleared checks on the last few pages of each statement. The wish list would be if it could have read the vendor name from the cancelled check. The unfortunate reality is it duplicated every check even though it correctly recorded the amount and check number. My next attempt will be to upload the statements without the cancelled chack pages and see if it avoids the duplicates. I will let you know.

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