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Smart Clerk

Process bank statements and automate your accounting with this AI bookkeeping tool

4.50 stars
4.50 stars
10 reviews

You can’t keep your business up and running if you’re not staying on top of your finances. (“Pretty sure my lack of accounting skills is a liability.”)

But manual bookkeeping isn’t just time-consuming—it’s also a minefield for typos, errors, and numbers that don’t add up.

If only there was an AI-powered, end-to-end accounting solution that could convert your bank statements into polished financial reports in no time.

Balance your books with Smart Clerk.

TL;DR

too long didn't read
Upload bank and credit card statements for the AI to record and categorize every transaction
Create a profit and loss statement and view your expenses by category or vendor

At-a-glance

Integrations

Overview

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

Profit and Loss statement data extraction

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

Profit and Loss statement

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

Categorization

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

Vendor management

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!

License Tier 1

One time payment of

$59$348
Lifetime access
  • All features above included
  • 2 Bank accounts
  • 75 Invoices per month

License Tier 2

One time payment of

$149$876
Lifetime access
  • All features above included
  • 6 Bank accounts
  • 300 Invoices per month
  • Manage multiple companies
  • Learning algorithm

License Tier 3

One time payment of

$299$1,884
Lifetime access
  • All features above included
  • 15 Bank accounts
  • 1,500 Invoices per month
  • Manage multiple companies
  • Learning algorithm

From the founders

Erinc_smartclerk

Erinc Arik

smartclerk.ai

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Helpful links

Company and product FAQs

What are past projects, failures, or successes you’ve had in your career?

Previously, as an Airbnb host, I built a tool for professional Airbnb hosts managing multiple properties, like myself. It was called Your Porter App, and it was acquired by Guesty in 2021.

What 3rd party tools is your product critically dependent on?

OpenAI API

Where is your customer data stored?

Partly US and EU

What is your current monthly recurring revenue (MRR)?

15000

How many customers do you have today?

450

What’s the origin of the idea for your product?

I have founded and managed multiple companies in the US, the Netherlands, and Turkey. While managing finances, I tried many different tools, but as a founder without an accounting background, I struggled to find one that was easy to use. Most of the time, I encountered difficulties during the setup process. That's why we began our journey at Smart Clerk—with the promise of building an accounting tool that feels like magic from the moment you onboard and start using it.

What problem is your product solving and how?

Preparing financial documents like income statements from raw bank and credit card statements is hard, complicated, and time-consuming. For tax returns, every company—small or large—must spend many hours each year on this task, time that could be better used to drive the company's success.

What’s the #1 thing you’re looking to gain from the AppSumo campaign?

Product feedback, new use cases, understanding what our users do as a next step after Smart Clerk so we can expand new offerings.

What are your plans with the customers, cash, and learnings from the AppSumo campaign?

We want to collect feedback from our users and build a better roadmap based on their use cases.

Any details to clarify about the deal?

Our tool targets small businesses, startups or individuals in the US, but supports any other countries.

We have fair usage limits stated in our terms and conditions, where we expect our users to use our tool for their current and future tax returns.

Anything else you'd like to add?

We are focusing on US tax deadlines so we believe that it would be a good opportunity for small business owners to prepare their tax returns easier.

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