AI-powered bookkeeping from PDF statements and online banking

Open

October 3, 2025

Smart Clerkv2

Accounting

16,600

4.3(16)8

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GPT-4 Turbo

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AI-powered bookkeeping from PDF statements and online banking

Overview

Overview Releases Pricing Reviews Prompts Pros & Cons Q&A Alternatives Recommendations

Accounting62 0

Accountant-ready Documents Accounting Firms Accounting Software AI Bookkeeping AI Finance Tool AI For SMBsFree + from $29/mo

Most popular alternative: Kick (399 saves)

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Author

Erinc Arik

🛠️ 1 tool 🙏 6 karma

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Smart Clerk is the only AI-powered tool that transforms bank data—statements, live bank feeds, and even check images—into accountant-ready documents. No more manual entry or errors—just accurate, categorized, exportable reports for small businesses and accounting firms.

Unlike traditional extraction tools, Smart Clerk goes beyond transaction capture. It categorizes expenses, identifies vendors, and prepares structured financial reports ready for tax filing or sharing with bookkeepers.

💡 Instant Results, No Setup
Upload statements, connect your US bank, or scan checks—Smart Clerk delivers organized, categorized data in seconds.

🏢 For SMBs & Accounting Firms
We’re built for small businesses that need simplicity, and for firms that want an AI assistant to streamline client bookkeeping.

⭐ Why Smart Clerk?
• Only AI tool creating accountant-ready financial documents
• New: US bank connections & check image extraction
• High accuracy with AI categorization & vendor detection
• Fast Excel exports, ready for tax season
• User-friendly design built for busy owners and bookkeepers

With Smart Clerk, AI isn’t just extraction—it’s accounting-ready bookkeeping made simple.

Key Features

Bank Statement Processing
Invoice Processing
One-click P&l Report
Online Banking Connection

Releases

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Smart Clerk v2

Oct 3, 2025

Erinc Arik

wrote:

We’ve introduced US online banking connections, letting you import transactions directly from your bank alongside statement uploads. Smart Clerk can now also read and extract data from check images. Plus, improved AI accuracy for complex statements, unified vendor management, and faster Excel exports make bookkeeping smoother than ever.

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Initial release

April 20, 2024

Erinc Arik

wrote:

Initial release of Smart Clerk.

Pricing

Pricing model

Freemium

Paid options from

$29/month

Billing frequency

Monthly

Refund policy

No Refunds

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Accounting Smart Clerk

Accounting

16,600

4.3(16)8

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Pros and Cons

Pros

AI-generated financial reports

Tailored transaction categorization

Streamlined vendor management

Real-time transaction extraction

Global bank support

User-friendly dashboard

Customizable financial reports

Vendor tracking

Instant bank statement processing

Automatic expense categorization

Export to Excel and accounting tools

Supports multiple bank formats

No manual data entry

Fast and efficient onboarding

Secure cloud-based document storage

Bulk processing for invoices

Free plan available

Works with common financial institutions

High accuracy in data extraction

Supports receipt processing

Handles individual and multiple attachments

Designed for non-technical users

Email forwarding for document uploads

View 18 more pros

Cons

Limited to financial document processing

Exports mainly to Excel

No offline functionality

Only supports 25 languages

Limited free plan document processing

Simple UI may lack advanced features

View 1 more cons

Included in lists

1 public list

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Q&A

What is Smart Clerk?

Smart Clerk is an AI-powered tool that specializes in invoice processing. It is designed to increase efficiency and reduce errors by converting documents to JSON format, allowing users to extract and manage their invoice data with high precision. The platform additionally simplifies invoice management by allowing users to review, approve, and edit invoices on a user-friendly dashboard, and offers straightforward no-code integrations.

How does Smart Clerk convert invoices to JSON format?

Smart Clerk utilizes cutting-edge Artificial Intelligence algorithms to efficiently convert invoices into structured JSON format. This involves interpreting the contents of an invoice, whether in any supported format, and assigning them to relevant fields in a JSON file. The exact mechanism of this process is proprietary.

How does Smart Clerk help in reducing manual data entry errors?

Smart Clerk reduces manual data entry errors by automating the invoice data extraction process. With an AI-driven precision, it can instantly extract data from invoices, eliminating the need for manual typing. Its automated data extraction and conversion to JSON format also limits potential human mistakes.

How do I import invoices into Smart Clerk?

Users can import their invoices into Smart Clerk through direct uploading from their user dashboard or by forwarding them via email with the invoice attached. This ensures a simple and convenient method for users to input all their invoices into the system.

What formats of invoices does Smart Clerk support?

Smart Clerk supports all formats of invoices. Users can simply import their invoices, regardless of the format, and extraction of data occurs instantly. This provides users with flexibility and keeps the tool universally applicable.

What are the no-code integrations offered by Smart Clerk?

Smart Clerk offers user-friendly and no-code integrations, which eliminates the need for manual setup or adjustments. These integrations have been designed in a way that individuals with no technical expertise are able to start utilizing Smart Clerk instantly. Though the specifics of these no-code integrations are not explicitly mentioned, it is inferred that this refers to a convenient and seamless interfacing with popular bookkeeping tools and bank accounts.

+ Show 19 more

How does Smart Clerk handle email forwarding of invoices?

Smart Clerk supports the feature of email forwarding of invoices. Users have the option to forward invoices directly via email in addition to importing through the dashboard. This feature provides additional flexibility and convenience for users managing their invoices.

How does invoice management work on Smart Clerk's dashboard?

Smart Clerk is designed with a straightforward dashboard which provides ease of invoice management. It allows users to review, approve, and edit their invoices seamlessly and in a user-friendly manner. Invoices can also be exported to Excel or integrated directly with commonly used bookkeeping tools for further processing.

How can I export data to Excel from Smart Clerk?

Smart Clerk allows for smooth and instant export of data to excel. Although the website does not provide explicit steps, it is suggested that users can export their invoice data with a simple click.

Does Smart Clerk integrate with commonly used bookkeeping tools?

Smart Clerk does include integration with commonly used bookkeeping tools to provide a seamless end-to-end invoice processing and management experience. However, the website does not detail specific bookkeeping tools compatible with Smart Clerk.

How does the bank account integration feature work in Smart Clerk?

Smart Clerk includes a bank account integration feature that enables efficient financial management. It automates the retrieval of transaction details from connected bank accounts and matches them with their corresponding invoices. This contributes to efficient financial tracking and ensures all invoices and payments are accounted for.

How efficient is Smart Clerk in financial management?

Smart Clerk provides tremendous efficiency in financial management through its automated invoice processing, bank account integration, and bookkeeping tool integration features. These functionalities automate various tasks, reduce the chance for errors, and provide users with a comprehensive view of the financial aspects of their business from a single platform.

Is there a free trial available for Smart Clerk?

Yes, a free trial is available for Smart Clerk. Users are able to process up to 20 invoices during the free trial period, enabling them to experience the tool's capabilities without any initial commitment.

What is the data extraction process like in Smart Clerk?

The data extraction process in Smart Clerk is immediate and automatic upon invoice import. The AI technology used by Smart Clerk is designed to effortlessly read and process the contents of an invoice, converting this information into structured data in a JSON format. This eliminates the need for manual data entry and allows for a streamlined and efficient data extraction process.

Does Smart Clerk offer a bulk invoice option?

Yes, Smart Clerk indeed offers a bulk invoice feature. It is designed to handle bulk uploads efficiently, whether users are uploading multiple invoices within a single PDF or several PDF files simultaneously. This functionality ensures quick processing of multiple invoices from a single or multiple sources.

Can I store my invoices on Smart Clerk?

Yes, users can store their invoices on Smart Clerk. The invoices provided are securely stored on the Smart Clerk dashboard, creating a comprehensive and accessible database for businesses. This feature simplifies invoice management and ensures easy access to past invoices at any given time.

How does Smart Clerk maintain data security?

Smart Clerk is committed to the confidentiality and integrity of user data. Security is a top priority, thereby ensuring the data stored within the system is well protected. However, specific measures or steps taken in maintaining data security are not provided on the website.

Does Smart Clerk support processing of receipts?

Yes, Smart Clerk supports the processing of receipts in any format. Users can upload receipts directly through the dashboard or forward them via email with receipt attached.

What languages does Smart Clerk support for invoice processing?

Smart Clerk supports invoice processing in over 25 languages. This includes most Latin-based languages as well as Hebrew and key Asian languages, including Japanese, Korean, and Chinese, making it a versatile tool in various linguistic contexts.

How accurate is Smart Clerk in invoice data extraction?

Smart Clerk delivers highly accurate invoice data extraction. By harnessing cutting-edge learning algorithms and pre-defined models, it has been tested against leading tools in the market and consistently delivers the highest accuracy. Resulting in it being an extremely reliable and accurate solution for invoice processing needs.

What makes Smart Clerk different from other AI bookkeeping tools?

Erinc Arik

🛠️ 1 tool 🙏 6 karma

wrote:

Smart Clerk is the only AI tool that converts bank statements into accountant-ready documents with categorized transactions, vendor detection, and structured financial reports—no manual work needed.

Do I need to set up or train the AI?

Erinc Arik

🛠️ 1 tool 🙏 6 karma

wrote:

No setup, no training required. Simply upload your bank or credit card statements, and Smart Clerk automatically processes and categorizes transactions in seconds.

Who is Smart Clerk designed for?

Erinc Arik

🛠️ 1 tool 🙏 6 karma

wrote:

Smart Clerk is built for small and mid-sized business owners who need fast, accurate bookkeeping and for accounting firms looking to automate transaction processing for clients.

Can I export my data to Excel or accounting software?

Erinc Arik

🛠️ 1 tool 🙏 6 karma

wrote:

Yes! You can export categorized transactions to Excel and easily integrate the data with your accounting workflow, making financial management seamless.

Is my financial data secure?

Erinc Arik

🛠️ 1 tool 🙏 6 karma

wrote:

Absolutely. We use bank-level encryption and security protocols to ensure your financial data remains private and protected at all times.

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