Overall, as a user with a lifetime plan, I have some concerns about Smart Clerk. Firstly, I was allowed to register 15 bank accounts, but if I mistakenly upload an incorrect bank statement, the company still counts it as one account without any possibility for modification. Secondly, there is no dashboard displaying how many bank accounts I have left, which is quite inconvenient. Lastly, I've noticed that the company inexplicably adds bank accounts that do not belong to me, raising doubts about the accuracy of the data.Please explain these issues
A: On the Reconciliation page, you can see at the top how many different bank accounts you’ve uploaded statements from.
Within your Tier limits, you can upload statements from multiple banks and credit cards. However, removing a bank and adding a new one would effectively bypass those limits, and AppSumo deals aren’t intended for that purpose.
I also have unanswered questions about the multi-currency feature. It's a pity, because the product seemed promising
Q: Use of multiple currencies on the same account or across multiple accounts
Hello,
I have two questions about your tool: – I use several payment methods: credit cards, a Wise card, a Revolut card, PayPal, as well as two bank accounts. Is your solution compatible with all of these? – I also use two currencies (Wise is in euros and dollars, while one of my bank accounts is in CHF, etc.). Does your tool support multi-currency management? Does it detect currencies automatically? If not, is this feature planned in your roadmap?
A: Yes, you can manually enter an adjusting journal entry in the system. Just go to the Reconciliation page, click the three-dot menu next to any statement, select Inspect Statement, and then click Add New Transaction. This lets you capture expenses or other entries that may not appear on your bank statements.
Q: What would be the best option for an accounting firm with multiple clients
It looks like the highest option allows for up to 15 bank accounts. I’m assuming that limit applies regardless of the number of clients. As accountants, what should we do if we need access to more than 15 accounts? Is it possible to stack multiple licenses to exceed that limit, or is 15 the maximum allowed?
A: Great question.The 15-account limit refers to the number of distinct bank or credit card accounts included in the highest plan, regardless of how many clients you manage. If you need access to more than 15 accounts, you don’t need to stack multiple licenses — you can simply add more accounts at $15/year.
This flexibility makes it easy for accounting firms to scale up as needed while keeping...
Q: issues
Overall, as a user with a lifetime plan, I have some concerns about Smart Clerk. Firstly, I was allowed to register 15 bank accounts, but if I mistakenly upload an incorrect bank statement, the company still counts it as one account without any possibility for modification. Secondly, there is no dashboard displaying how many bank accounts I have left, which is quite inconvenient. Lastly, I've noticed that the company inexplicably adds bank accounts that do not belong to me, raising doubts about the accuracy of the data.Please explain these issues
Erinc_smartclerk
May 14, 2025A: On the Reconciliation page, you can see at the top how many different bank accounts you’ve uploaded statements from.
Within your Tier limits, you can upload statements from multiple banks and credit cards. However, removing a bank and adding a new one would effectively bypass those limits, and AppSumo deals aren’t intended for that purpose.
When you upload a document that isn’t a bank...
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Q: You've avoided answering all questions about multi-currencies
Does that mean you won't support it anytime soon? It is fine, but just say so.
thanks!
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Verified purchaser
I also have unanswered questions about the multi-currency feature.
It's a pity, because the product seemed promising
Q: Use of multiple currencies on the same account or across multiple accounts
Hello,
I have two questions about your tool:
– I use several payment methods: credit cards, a Wise card, a Revolut card, PayPal, as well as two bank accounts. Is your solution compatible with all of these?
– I also use two currencies (Wise is in euros and dollars, while one of my bank accounts is in CHF, etc.). Does your tool support multi-currency management? Does it detect currencies automatically?
If not, is this feature planned in your roadmap?
Thank you in advance for your response.
Best regards
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Q: Can You Do An Adjusting Journal Entry?
Can you do an adjusting entry somewhere in the system to capture an expense that may not be on the bank statements?
Fatih_SmartClerk
May 13, 2025A: Yes, you can manually enter an adjusting journal entry in the system. Just go to the Reconciliation page, click the three-dot menu next to any statement, select Inspect Statement, and then click Add New Transaction. This lets you capture expenses or other entries that may not appear on your bank statements.
Share Smart Clerk
Q: What would be the best option for an accounting firm with multiple clients
It looks like the highest option allows for up to 15 bank accounts. I’m assuming that limit applies regardless of the number of clients. As accountants, what should we do if we need access to more than 15 accounts? Is it possible to stack multiple licenses to exceed that limit, or is 15 the maximum allowed?
Fatih_SmartClerk
May 13, 2025A: Great question.The 15-account limit refers to the number of distinct bank or credit card accounts included in the highest plan, regardless of how many clients you manage. If you need access to more than 15 accounts, you don’t need to stack multiple licenses — you can simply add more accounts at $15/year.
This flexibility makes it easy for accounting firms to scale up as needed while keeping...
Share Smart Clerk