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.
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Starting Price
Custom
Smart Clerk Specifications
Financial Reporting
Invoice Management
Expense Tracking
Audit Trails
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
Disclaimer: The pricing is subject to change.
Smart Clerk Integrations
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.
Smart Clerk Features
This feature transforms raw financial documents like bank statements and invoices into clean, structured reports. Users can simply upload their files, and the platform's AI automatically extracts, organizes, and formats the data, generating a Profit & Loss statement with one click.
The software’s AI learns a business's unique financial patterns to categorize each transaction with high accuracy. Users can create custom rules and categories to align with specific operational needs, ensuring financial records are consistently organized and easy to analyze over time.
Smart Clerk intelligently identifies and consolidates all transactions by vendor, even when names vary across different statements or invoices. This provides a unified view of vendor balances and spending patterns, helping businesses track expenses and identify potential discrepancies without manual consolidation.
Smart Clerk's AI automates data extraction from invoices, supporting over 25 languages and various file formats. Users can upload documents or forward them via email, which eliminates manual data entry and streamlines the entire accounts payable and bookkeeping process.
With a single click, Smart Clerk generates a comprehensive Profit & Loss (P&L) statement from the processed financial data. This feature provides businesses with a quick and clear overview of their financial performance, simplifying tax preparation and strategic financial planning.
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