What is Smart Clerk?
Smart Clerk revolutionizes financial data management with AI-driven precision, converting documents into JSON with unmatched accuracy. This tool simplifies onboarding, offers no-code integrations, and eliminates manual data entry, ensuring a seamless transition to a more efficient financial workflow.
Key Features:
🌟 Instant Data Extraction
Our AI-powered engine extracts and categorizes transactions from any bank or credit card statement in real-time, providing reliable insights without manual setup.📊 Structured and Accurate
Achieve high accuracy and structured data, enabling actionable insights. Use our powerful dashboard to manage and review transactions easily, and export to Excel whenever needed.🤝 Seamless Bank Integrations
Connect your bank accounts effortlessly, and enjoy automatic data updates. Our tool supports global banks and various formats, ensuring a smooth financial management journey.🛠️ Customizable Categories
Create custom categories for transactions and invoices based on your business needs. Our AI categorizes them with unmatched precision, or suggest categories based on your business description.🛡️ Data Security
We prioritize data security with advanced encryption protocols, ensuring your financial information is protected at all times.
Use Cases:
Small Business Owner
Quickly categorize and manage transactions from multiple bank accounts, saving time and ensuring accurate financial reporting.Accountant
Automatically match bank transactions with invoices, detect duplicate payments, and identify missing client payments, streamlining financial audits.Financial Analyst
Export detailed reports from bank statements to Excel for in-depth analysis, enhancing decision-making and financial planning.
Conclusion:Smart Clerk transforms how businesses and individuals manage financial data. With its AI-driven accuracy, user-friendly design, and seamless integrations, this tool offers unparalleled efficiency and reliability. Say goodbye to manual data entry and hello to a new era of financial management.
FAQs
How can I add my bank statements to Smart Clerk?
Forward bank statements to a unique email address provided by Smart Clerk or upload them directly to the Dashboard for quick and easy management.What types of bank statements are supported?
Smart Clerk supports all types of bank statements, regardless of format, ensuring compatibility with different banking systems.Can Smart Clerk match bank transactions with invoices?
Yes, Smart Clerk automatically matches bank transactions with invoices, ensuring every payment is accounted for and sends reminders for unpaid invoices.
More information on Smart Clerk
Launched
2023-04
Pricing Model
Free Trial
Starting Price
Global Rank
2299946
Follow
Month Visit
9.4K
Tech used
Google Analytics,Google Tag Manager,cdnjs,Google Fonts,Bootstrap,Gzip,OpenGraph,Apache,Phusion Passenger
Top 5 Countries
56.06%
17%
13.26%
8.96%
3.75%
United States
Vietnam
United Kingdom
India
Switzerland
Traffic Sources
8.4%
1.23%
0.09%
27.59%
29.95%
32.49%
social
paidReferrals
mail
referrals
search
direct
Source: Similarweb (Sep 24, 2025)
Smart Clerk was manually vetted by our editorial team and was first featured on 2024-09-24.
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