Smart Clerk

🖼️ Tool Name:
Smart Clerk

🔖 Tool Category:
AI-powered accounting / bookkeeping assistant; it fits under Business & Marketing (Fintech / Accounting) and Productivity & Automation.

✏️ What does this tool offer?
Smart Clerk automates the transformation of bank statements and invoices into bookkeeping-ready financial reports. It handles data extraction, transaction categorization, vendor matching, and report generation to reduce manual accounting effort.

⭐ What does the tool actually deliver based on user experience?
• Converts uploaded bank / credit card statements and invoices into structured Excel / P&L (income) reports.
• Automatically categorizes transactions (with learning over time) and groups vendors (even when names vary) for cleaner bookkeeping.
• Enables multi-client / multi-account support for accounting firms, switching between clients, consolidating them. 
• No-code integrations with tools like QuickBooks, Xero, Excel, Zapier. 
• Generates income statements, profit & loss reports, and ready exports for tax / accounting use. 

🤖 Does it include automation?
Yes — automation is core to Smart Clerk:
• The system parses financial documents without manual data entry. 
• It continuously learns the user’s categorization preferences to improve accuracy.
• Matching vendors and cleaning inconsistent names is automated. 
• It supports automatic report generation (e.g. income statements) with one click.

💰 Pricing Model:
Freemium / subscription tiers. 

🆓 Free Plan Details:
A free (“Launch”) tier supports:

• 1 bank account

• Up to 20 invoices/month

• Auto-categorization, basic reports, reconciliation, etc.

💳 Paid Plan Details:

• Growth (~$29/mo): 2 bank accounts, 100 invoices, etc. 

• Professional (~$49/mo): more accounts, 250 invoices, API access, multiple companies, priority support. 

• Enterprise / firm pricing for accounting firms. 

🧭 Access Method:
• Web-based dashboard (upload statements, view reports)
• Integrations with accounting software and export capabilities to Excel / QuickBooks / Xero / Zapier 
• Forwarding bank statements via email or upload. 

🔗 Experience Link

https://smartclerk.ai