Smart Clerk

Turn your statements into accurate, bookkeeper-ready reports with AI while saving hours of manual data entry

Smart Clerk converts uploaded bank statements, or a live bank feed connection, into accurate, bookkeeper-ready financial reports using AI. It automatically categorizes each transaction and generates profit-and-loss and balance sheet reports, cutting out the manual data entry that bookkeeping normally requires.

The platform connects to thousands of banks across the US and Canada for continuous live feeds, so books stay current as new transactions come in rather than requiring a periodic upload. As a finance tool aimed at small and medium businesses, Smart Clerk reports categorization accuracy around 99% and says businesses save meaningful hours of manual bookkeeping work each week, with reports formatted to be tax-ready.

Signing up requires no credit card, and the plan a business needs depends on its size, pointing to a paid model built around a free trial rather than an ongoing free tier. Small business owners who want to cut down on manual bookkeeping can upload a recent bank statement to see what a generated report looks like before connecting their bank.

Category: Finance. Pricing: freemium. Visit website

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