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Smart Clerk
Smart Clerk automates bookkeeping from bank statements or bank feeds and produces tax-ready financial reports.
About Smart Clerk
Smart Clerk is a web-based bookkeeping and accounting automation tool for small businesses. It imports transactions by uploading bank or credit card statements in PDF, JPG or PNG format from any bank or country, or by connecting to live bank feeds from more than 10,000 banks in the US and Canada. Its AI categorizes transactions and produces reports such as profit and loss statements, balance sheets and tax reports.
The site also offers a free demo that processes an uploaded statement and provides an Excel export; it states demo data is deleted afterward. Live bank feeds are limited to US and Canadian banks, while statement uploads are described as supporting any bank, card, format and country. Paid plans include account and invoice limits, and privacy claims such as end-to-end encryption, read-only connections and no use of customer data for AI training are stated by the vendor.
Key features
- Upload bank and credit card statements in PDF, JPG or PNG formats
- Connect to 10,000+ banks in the US and Canada for live feeds
- AI categorizes transactions and learns from business patterns
- Generate P&L statements, balance sheets and tax reports
- Consolidate vendor names and reconcile transactions without duplicates
- Process a sample statement for free and export to Excel
Best for: Small business owners, accountants and bookkeepers who want to automate statement-based bookkeeping and generate tax-ready reports.
Good for
- Supports statement uploads from any bank or card, in any format and any country.
- Connects to live bank feeds for US and Canadian accounts.
- Produces P&L statements, balance sheets and tax reports.
Watch out for
- Live bank feed connections are limited to US and Canadian banks; broader coverage depends on statement uploads.
- Paid plans have account and invoice limits: Growth includes 2 bank accounts and 100 invoices per month; Professional includes 6 bank accounts and 250 invoices per month.
- Accuracy, customer count and time-saved figures are vendor-stated and not independently verified in the source.
Smart Clerk at a glance
- Website
- smartclerk.ai
- Category
- Finance & Money › Finance & Property
- Type
- Website
- Pricing
- Not confirmed. Check the site
- Platforms
- Web
- Open source
- Not stated
- Language
- English
- Good for
- Small business
- Last checked
- Oct 6, 2026 · Online when checked
- Listed
- Oct 5, 2026
Smart Clerk alternatives
Tools and sites you could use instead, ranked by how closely they match.
TurboDoc extracts and organizes data from invoices, receipts, and bank statements for document processing.
Firefly III manages personal finances with double-entry bookkeeping, transaction organization, data imports, and bank CSV cleanup rules.
Free
11 alternatives
Truewind converts source financial data into general ledger-ready entries for accounting teams.
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Smart Clerk FAQ
How does Smart Clerk import transactions?
Users can upload bank or credit card statements in PDF, JPG or PNG from any bank or country, or connect to more than 10,000 banks in the US and Canada for live feeds.
What financial reports does Smart Clerk generate?
It generates P&L statements, balance sheets and tax reports. A free demo also lets users export extracted statement data to Excel.
What are the plan limits?
Growth costs $29 per month and covers 2 bank accounts and 100 invoices per month. Professional costs $49 per month and covers 6 bank accounts, 250 invoices per month, multiple company support and priority customer support. A free start supports 1 bank account.
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