Smart Clerk – AI Bookkeeping Tool

Smart Clerk automates financial data extraction, categorization, and report generation, making bookkeeping faster and more accurate. Designed for small business owners and accounting professionals, Smart Clerk reduces manual work and organizes financial data efficiently. Start processing your documents in minutes with a free trial and experience the ease of AI-powered bookkeeping.

1. Automated Data Extraction

Smart Clerk uses AI to extract financial data from bank and credit card statements, invoices, and other financial documents. It automatically processes these documents, eliminating the need for manual data entry.

2. Categorization and Customization

The AI categorizes transactions based on the most common categories, tailored to your business needs. Users have full control to create custom categories or adjust them as required, ensuring every transaction is accurately categorized.

3. Vendor Management

Smart Clerk simplifies vendor management by automatically matching vendor names, even if abbreviations or alternative spellings are used on financial statements. Users can view vendor balances, all related invoices, and transaction histories in one place.

4. Accounting-Ready Reports

Once the data is processed, Smart Clerk generates detailed, structured reports that are ready to be sent directly to bookkeepers. These reports can be exported in various formats, including Excel, ensuring compatibility with existing accounting software.

5. Seamless Integration

Smart Clerk integrates with popular accounting platforms, offering no-code integration and requiring no model training. This enables users to quickly start processing financial data without technical expertise.

6. User-Friendly Interface

The intuitive drag-and-drop interface allows users to upload documents easily. No setup or training is required, and within minutes, users receive fully organized and categorized financial reports.