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Smart Clerk

verifiedPaidsmartclerk.ai

AI bookkeeping tool that converts uploaded bank/card statements into categorized P&L and balance-sheet reports.

What it does

Smart Clerk is an AI bookkeeping tool for small businesses that turns uploaded bank and credit card statements into categorized transactions and finished reports. It supports statements from any bank or format, or live feeds from over 10,000 banks, and automatically produces profit and loss statements and balance sheets.

Core features

Upload statements from any bank or connect live bank feeds
AI transaction categorization claimed at 99% accuracy
Automatic P&L and balance sheet report generation
Real-time processing of newly posted transactions
Vendor name consolidation across banks and cards
Excel export of extracted transaction data

Best for

Small business owners automating monthly bookkeeping
Preparing tax-ready financial reports without an accountant
Consolidating transactions from multiple banks and cards
Replacing manual data entry from paper or PDF statements

Pricing

Growth
$29/mo

Tutorials

Step-by-step: exactly how to get things done with it.