Smart Clerk: AI-Powered Bookkeeping from Bank Statements

Smart Clerk is the only AI-powered tool that transforms bank statements into accountant-ready documents—eliminating manual data entry, reducing errors, and saving time for small and mid-sized businesses as well as accounting firms.

Unlike traditional data extraction tools, Smart Clerk goes beyond simple transaction capture. It categorizes expenses, identifies vendors, and prepares structured financial reports that can be directly shared with bookkeepers or used for tax filing.

¡ No Setup, No Training—Just Instant Results
Smart Clerk is designed for ease of use. There’s no complex setup or training required. Simply upload your bank or credit card statements, and within seconds, you get organized, categorized, and exportable financial data.

¢ Built for SMBs & Accounting Firms
We focus on small and mid-sized businesses that want to leverage AI for financial management without the complexity of enterprise software. For accounting firms, Smart Clerk acts as an AI-powered assistant, streamlining bookkeeping tasks and enabling faster client processing.

 Why Smart Clerk?

• Only AI tool creating accountant-ready financial documents
• Most user-friendly UI in the market—navigate financial data effortlessly
• Automatic categorization & vendor detection—no manual sorting needed
• Export to Excel or integrate with accounting tools
• Ideal for modern business owners leveraging AI for efficiency

With Smart Clerk, AI is not just about data extraction—it’s about intelligent, accountant-ready bookkeeping that fits seamlessly into your workflow.

Key Features

Bank Statement Processing
Invoice Processing
One-click P&L Report

Smart Clerk Ratings:

• Accuracy and Reliability: 4.8/5
• Ease of Use: 4.7/5
• Functionality and Features: 4.7/5
• Performance and Speed: 4.7/5
• Customization and Flexibility: 3.8/5
• Data Privacy and Security: 4.8/5
• Support and Resources: 4/5
• Cost-Efficiency: 4.8/5
• Integration Capabilities: 4.7/5
• Overall Score: 4.56/5