Smart Clerk

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kerrinkerrinPLUS
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Member since: Mar 2024Deals bought: 46
4 stars
4 stars
Edited Jul 31, 2025

Still testing the product, but customer service is great.

I love the concept of this app, but could not get my accounts reconciled even after spending at least 10 hours working on the data (I had over a year of statements, bank, credit cards, PayPal, etc. to upload.) I am by no means well-versed in accounting software and found it challenging that there were no tutorials or resources to turn to. Support has been good as far as responses and response times, but often their answers still leave me confused and portions of my questions are overlooked. Intentional? Not sure.The interface is clean and relatively easy to understand, therefore I hope the hope the app continues to improve and that at some point I will be able to use it. I am going to give another try today, and if that doesn't work, I will have to go back to Xero for the time being..
UPDATE: After writing this review, the company reached out and offered to help me resolve some of the issues. They took a look at my files, helped reconcile a few bank statement and offered suggestions. I have added a star based on their really good customer service. Still researching to see if this is a good fit for me.

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