Smart Clerk

Product details

Q: Managing bookkeeping across multiple business and personal accounts

I have a few questions:
1. Can Smart Clerk connect automatically to Bank of America, Chase, Capital One, Wise, Amex, and Apple Card?
2. If not, can I upload statements manually (PDF or CSV)?
3. Can I tag transactions as personal or business?
4. Is it possible to attach receipts or notes to transactions?
5. How are internal transfers between my own accounts handled to avoid double-counting?
6. Can the system generate clean, tax-ready reports that eliminate the need for a separate bookkeeper?

Thanks in advance!

TopGApr 4, 2025
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