What is Smart Clerk?
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.
What are the features of Smart Clerk?
- 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.
What are the use cases of Smart Clerk?
- 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.
How to use Smart Clerk?
- Upload: Drag and drop your bank statement or invoice.
- Review: Let AI categorize transactions (or customize your own).
- Export: Download your polished Excel report in minutes.
