What formats of statements are supported?

Smart Clerk supports standard PDF bank statements, credit card statements, and digital invoices. It uses OCR to read and structure data from these documents.

Does it integrate with QuickBooks or Xero?

Yes, Smart Clerk can export data to Excel for easy import into most accounting software and offers direct integration options for platforms like Xero and Zapier.

How safe is my financial data?

The platform uses bank-level encryption (AES-256) and read-only connections. Data is never used to train global AI models or shared with third parties.

Can I process statements from previous years?

All plans include 2025 and 2026 tax year documents. For older historical data, a one-time fee of $15 per account per year typically applies.

Do I need accounting knowledge to use it?

No. Smart Clerk is designed for business owners; it handles the technical categorization and report formatting automatically.

Is there a limit on the number of transactions?

Limits are primarily based on the number of bank accounts and invoices uploaded per month as defined by your specific plan tier.

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Accounting

Freemium

Smart Clerkv2

Automate bookkeeping with AI. Smart Clerk extracts data from bank statements and invoices, categorizes transactions, and generates tax-ready financial reports in minutes.

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Rating

Reviews

Upvotes

4 months ago

Listed

Accounting

Bookkeeping

Finance

OCR

Expense Tracking

Financial Reporting

Invoice Management

Automation

Tool information

Provider

Smart Clerk

Platforms

Web

Languages

English

API Available

Yes

Added to directory

4 months ago

Last updated

about 2 months ago

Rating

Not available

Pricing

Freemium

About Smart Clerkv2

What the tool does and who it's for

Smart Clerk is an AI-powered bookkeeping automation tool designed to eliminate manual data entry from bank statements and invoices. It uses advanced OCR and machine learning to extract transaction data, automatically categorize expenses, and generate professional financial reports like Profit & Loss statements and Balance Sheets. The platform allows users to securely connect bank accounts or upload PDF statements, consolidating vendor information and reconciling accounts with up to 99.9% accuracy. Built specifically for small businesses, freelancers, and accounting firms, it streamlines the 'copy-paste-reconcile' grind into a 5-minute automated workflow.

Key capabilities

AI-Powered Categorization: Automatically categorizes transactions with high accuracy, learning from unique business patterns over time.

Bank Statement Extraction: Converts PDF bank statements from any major bank into structured, usable financial data without manual typing.

Tax-Ready Reporting: Instantly generates P&L statements and Balance Sheets formatted for tax professionals and advisors.

Vendor Management: Consolidates varying vendor names across different banks and invoices to track total spending by supplier.

Secure Bank Sync: Connects securely to thousands of financial institutions including Chase, Wells Fargo, and Bank of America for real-time data.

Historical Data Processing: Supports document processing for current and previous tax years with options for deep historical imports.

No-Code Integrations: Export data seamlessly to Excel or connect with accounting software like Xero and automation tools like Zapier.

Multi-Company Support: Manage financial records for multiple business entities under a single centralized dashboard.

Pricing

Freemium — plans below

Launch

Free

1 Bank Account
20 Invoices per month
Basic Categorization
Community Support

Growth

$29/mo

2 Bank Accounts
100 Invoices per month
Auto-Categorization
Best Accuracy AI Model
P&L Reports
Learning Algorithm

Professional

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