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 statement—such as a CSV file or a PDF table—our algorithm can detect an incorrect bank account number. Please feel free to contact customer support so we can assist you further.