icon-search
Smart Clerk

Smart Clerk

Last Updated Oct 22, 2025

Overview

Smart Clerk automates bookkeeping by turning raw financial documents into accurate, ready-to-use reports. While its AI may still need occasional oversight, it dramatically reduces manual data entry and errors. For solopreneurs, SMBs, and accounting firms embracing automation, it’s a practical way to save time and streamline financial workflows.

Overall Rating

Based on 5 users reviews

5

Rating Distribution

Positive

100%

Neutral

0%

Negative

0%

Starting Price
Custom

What Is Smart Clerk?

Smart Clerk is an AI-powered bookkeeping platform designed to simplify financial management for small to medium-sized businesses and accounting firms. It automates the tedious process of converting raw financial documents, such as bank and credit card statements, into accurate, bookkeeper-ready reports.

By leveraging artificial intelligence (AI) for transaction categorization and vendor management, the software eliminates the need for manual data entry. This helps businesses save significant time and reduce costly errors in their accounting workflows.

Smart Clerk Pricing

Businesses can choose from the following Smart Clerk price plans:

  • Launch – Free
  • Growth - $29/month
  • Professional - $49/month
All plans include document processing for the 2024 and 2025 tax years. For older records (before 2024), a one-time fee of $15/account/year applies. Moreover, the vendor also offers a free trial with Growth and Professional plans. Request a customized Smart Clerk pricing plan today!

Disclaimer: The pricing is subject to change.

Smart Clerk Integrations

The platform supports integrations with Microsoft Excel and Xero accounting solution. Schedule a free Smart Clerk demo to learn more about its integration arrangements.

Who Is Smart Clerk For?

Smart Clerk is designed for a broad range of industries and sectors, including:

  • Freelance
  • Financial
  • E-commerce
  • Consultancy
  • Nonprofit

Is Smart Clerk Right For You?

Smart Clerk is a strong contender for businesses seeking to automate the foundational, and often time-consuming, aspects of bookkeeping. Its standout capability is the AI-driven engine that processes raw financial documents, making it particularly suitable for tech-savvy solopreneurs, small businesses, and accounting firms ready to embrace automation.

For organizations willing to oversee a developing AI, it can unlock significant efficiency gains. Still doubtful if Smart Clerk is the right fit for you? Connect with our customer support staff at (661) 384-7070 for further guidance.

Pros And Cons of Smart Clerk

Pros

  • Instantly syncs checking account data with accounting software

  • Saves significant time on data entry

  • Visualizes data with helpful graphics

Cons

  • No built-in invoicing feature for billing customers

  • No option to record cash transactions

Frequently Asked Questions

No, it doesn't offer a mobile app.

Yes, it offers an API.

Smart Clerk software is primarily available in English but can process invoices and documents in over 25 languages, including most Latin-based languages, Hebrew, Japanese, Korean, and Chinese.

The vendor offers multiple Smart Clerk plans, including Launch (Free), Growth ($29/month), and Professional ($49/month). Additionally, the vendor offers free trial option with Growth and Professional plans. Get in touch for a tailored Smart Clerk cost estimate!

Smart Clerk provides no-code integrations with Excel and Xero, allowing it to connect to a wider ecosystem of applications.

Smart Clerk provides customer support through ticket system.

Typical users who benefit from Smart Clerk features include businesses across various industries and sectors, such as freelance, finance, nonprofit, and e-commerce.