Smart Clerk is an AI-powered bookkeeping solution that immediately converts bank statements into organised, accountant-ready reports. This tool makes it simple to import and rapidly handle your bank and credit card statements.
Smart Clerk immediately converts bank statements into tidy, bookkeeper-ready reports to help you keep your finances in order. With just a few clicks, you’ll have a comprehensive snapshot of your financial situation—no accounting knowledge required.
Smart Clerk Lifetime Deal Features Overview:
Upload a PDF statement, and the AI will quickly log every transaction.
Detect and reconcile any discrepancies in your statements using the reconciliation module.
Track your monthly spending by category or vendor. Export financial records to Excel for easy sharing with your accountant during tax season.
You may automatically categorise every line across transactions, assuring 100% correctness throughout.
Create unique categories to meet the specific demands of your business.
Change the category of any line item and establish categorisation criteria that the AI will obey.
It can also intelligently locate and organise vendor details, ensuring that all of your transactions are in one place rather than spread over folders and tabs.
View complete vendor data to track spending and identify any unexpected transactions.
Consolidate different versions of vendor names on bank statements to ensure data consistency.
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