Question 1

What is Smart Clerk?

Accepted Answer

**Smart Clerk** is your AI-powered sidekick for turning messy bank statements and invoices into clean, bookkeeper-ready reports. No more manual data entry—just upload your docs, and let the AI do the heavy lifting. Perfect for small businesses, freelancers, and accounting firms looking to save time and reduce errors.

Question 2

What are the features of Smart Clerk?

Accepted Answer

* **AI-Generated Financial Reports**: Automatically converts bank statements into organized Excel files.  
* **Smart Transaction Categorization**: Learns your business needs and sorts transactions accurately.  
* **Vendor Management**: Matches vendors even with abbreviated names, keeping everything in one place.  
* **No-Code Integrations**: Works seamlessly with your existing tools—no setup required.  
* **Military-Grade Security**: Your data stays encrypted and private.

Question 3

What are the use cases of Smart Clerk?

Accepted Answer

* **Small Businesses**: Ditch the spreadsheets and get instant financial insights.  
* **Freelancers**: Track income and expenses without the headache.  
* **Accounting Firms**: Process client statements faster and with fewer mistakes.

Question 4

How to use Smart Clerk?

Accepted Answer

1. **Upload**: Drag and drop your bank statement or invoice.  
2. **Review**: Let AI categorize transactions (or customize your own).  
3. **Export**: Download your polished Excel report in minutes.

Question 5

Smart Clerk Contact Email:

Accepted Answer

hello@smartclerk.ai

Question 6

How do I add my bank statements to Smart Clerk?

Accepted Answer

Just forward them to your unique Smart Clerk email or upload directly to the dashboard.

Question 7

What file formats does it support?

Accepted Answer

All of them! PDFs, CSVs—you name it.

Question 8

Is my data safe?

Accepted Answer

Absolutely. We use top-tier encryption to keep everything secure.

Question 9

Can I try it for free?

Accepted Answer

Yep! Test it with multiple statements—no credit card needed.

Question 10

Can I export reports to Excel?

Accepted Answer

Yes, with one click. Perfect for bookkeepers or tax prep.