Smart Clerk is an AI bookkeeping tool that instantly converts bank statements into organized, accountant-ready reports.

Process bank statements

Stop sinking hours into manual data entry! Smart Clerk makes it easy to import and instantly process your bank and credit card statements.

Upload a PDF statement and the AI will automatically log every transaction in no time
Detect and resolve any discrepancies in your statements using the Reconciliation module

Extract financial data from your bank and credit card statements in just seconds.

Create a Profit and Loss statement

In just a few clicks, you’ll get a complete overview of your financial situation—no accounting expertise required.

View your month-by-month spending by category or vendor to understand where your money is going
Export your financial reports to Excel and easily share them with your accountant during tax season

Quickly generate Profit and Loss statements just in time for tax season.

Categorize transactions on autopilot

Plus, you can automatically categorize every line across transactions, ensuring 100% accuracy across the board.

Create custom categories to suit the specific needs of your business
Change the category of any line item and create categorization rules for the AI to follow

Organize all your transactions by category to understand where your money is going.

Keep track of your vendors

Smart Clerk can also intelligently identify and organize vendor details, so all your transactions are in one place—not scattered across folders and tabs.

View comprehensive vendor reports to monitor spending and spot any unusual transactions
Consolidate different versions of vendor names on bank statements for data consistency

Access all your vendor transactions and data from one place.

Take the hassle out of financial paperwork! Smart Clerk instantly turns bank statements into clean, bookkeeper-ready reports to help keep your finances on track.

Master your bookkeeping with AI.

Get lifetime access to Smart Clerk today!

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