Business Owner
Original Review
Instant accounting reports
from your statements.
Turn your statements into accurate, bookkeeper-ready reports with AI while saving hours of manual data entry.
Start free trial No credit card required
Works seamlessly with your bank
1
AI-Generated financial reports
Smart Clerk transforms your bank statements and invoices into clean, bookkeeper-ready reports. No manual data entry needed. Just upload your files, and our AI extracts, organizes, and formats everything for easy, accurate accounting.
2
Automatically categorize transactions
Our AI learns how your business operates and categorizes each transaction accordingly. You can create your own rules or let Smart Clerk suggest categories, making your financial records accurate and stress free to manage.
3
Streamlined Vendor Management
We group all transactions by vendor, even when names vary. View balances, track invoices, and spot issues fast. No more jumping between tabs or fixing naming errors manually.
Create a clear financial report in seconds
or
Data security is our top priority, and we firmly commit to the confidentiality and integrity of your data. Privacy Policy
Smart Clerk is an excellent organizational tool. After searching for an AI-driven solution to process multiple bank statements, I’m so glad I found it. I tried the free upload, and it did more than I expected, so I decided to subscribe. The professional dashboard makes it easy to locate important information, and I love how it creates clear, categorized reports with no effort on my part.
How It Works
At Smart Clerk, we've streamlined the process of converting your financial statements into insightful Profit & Loss reports. Here's how you can achieve this in a few simple steps:
1. Upload Your Statement
Drag and drop your bank or credit card statement. Our AI processes all formats automatically so you don’t have to enter anything manually.
2. Categorize Transactions Effortlessly
Customize transaction categories to align with your business needs. If you're pressed for time, our default categories are ready to use, ensuring your transactions are organized without hassle.
3. Consolidate and review
We match vendors, clean up inconsistencies, and prepare your data for reports.
4. Export clean reports
Generate a Profit & Loss report in one click. Ready to share with your bookkeper or file for taxes.
50+ hours
Saved on bookkeeping
tasks
tasks
95%
of transactions automatically categorized by AI
$2,500+
saved by managing multiple companies in one place
Unmatched Accuracy
Tested against leading tools, our AI consistently delivers the most accurate results in invoice and bank statement processing. Get clean, reliable data the first time and save hours of manual work.
Built for Ease of Use
Create accurate financial reports in seconds by uploading your bank statements or invoices. No setup or onboarding required. It’s simple, fast, and ready to use.
No-Code Integrations
Our ready-to-use AI models require no training or customization. With one-click integrations to our partners, you can start processing your financial data immediately, hassle-free.
Focused on Financial Documents
We do what we do best: processing invoices and bank statements. By focusing only on these core documents, we deliver exceptional accuracy and performance you can count on.
751
Happy Customers
1M+
Transactions Processed
See it in action
Upload a bank or credit card statement to your dashboard and see exactly how our AI processes every detail with speed and accuracy.
Try nowChoose the plan
that fits your needs.
Launch
Free
- 1 Bank Account
- 20 invoices per month
- Auto-Categorization
- Best Accuracy Model
- P&L Report
- Bank Reconciliation
- Learning Algorithm
Growth
$29 /mo
- 2 Bank Accounts
- 100 invoices per month
- Auto-Categorization
- Best Accuracy Model
- P&L Report
- Bank Reconciliation
- Learning Algorithm
Professional
$49 /mo
- Everything in Growth
- 6 Bank Accounts
- 250 invoices per month
- Manage Multiple Companies
- Learning Algorithm
- API Access
- Priority Customer Support
All plans automatically include document processing for the 2024 and 2025 tax years. Need to import older records? A one-time fee of $15 per account, per year applies for any documents dated before 2024.
For Accounting Firms
Looking for a scalable solution for your clients? Get in touch for custom pricing tailored to your firm's needs.
Contact our team
Looking for a scalable solution for your clients? Get in touch for custom pricing tailored to your firm's needs.
Contact our team
Enterprise
Send your invoice to
demo@invoices.smartclerk.ai and witness firsthand how
accurately and efficiently we detect every detail.
Frequently Asked Questions
You can quickly forward bank statements to a unique email address provided by us, or directly upload them from your computer to the Smart Clerk Dashboard.
This process ensures quick and easy management of your financial data.
Smart Clerk supports all types of bank statements regardless of their format.
This flexibility ensures compatibility with different banking systems.
Absolutely!
You can securely store your bank statements on the Smart Clerk Dashboard, with the option to view and download them at any time.
Yes, Smart Clerk enables you to export detailed reports from your bank statements to Excel for a comprehensive view of your transactions.
We've designed these reports for easy data analysis, enhancing your financial management efficiency.
Data security is a top priority at Smart Clerk.
We utilize advanced encryption protocols to protect your data in transit and at rest, ensuring compliance with leading global security standards.
For more detailed information, please see our Privacy Policy.
Yes, we offer a free trial for bank statements, allowing you to upload multiple statements from the same bank account. This lets you experience the efficiency of Smart Clerk without any initial commitment.
Still got questions?Contact us
Let's chat.
We are happy to answer your questions.
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Get Started Today
Smart Clerk is built to save you time, reduce errors, and eliminate manual work. No setup, no learning curve, just accurate financial reports in minutes. Experience how easy financial reporting can be.
Try Smart Clerk for free