Smart Clerk
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About
Smart Clerk is an AI-powered tool designed for automated bank statement processing. It extracts and categorizes data from various bank or credit card statements efficiently. The tool supports multiple global banks and languages, providing a user-friendly dashboard for financial management. Users can upload their statements easily, while the AI engine delivers real-time data extraction and categorization, enabling reliable insights without manual setup. With features like transaction matching, vendor management, tailored categorization, and seamless integration, Smart Clerk stands out for its accuracy and ease of use. A free trial is available, alongside multiple pricing plans for extended features and functionalities, catering to businesses of all sizes.
Platform
Task
Features
• user-friendly design
• no-code integrations
• transaction matching
• global bank support
• focused on financial documents
• tailored transaction categorization
• streamlined vendor management
• structured and accurate
• instant data extraction
FAQs
How can I add my bank statements to Smart Clerk?
You can quickly forward bank statements to a unique email address provided by us, or directly upload them from your computer to the Smart Clerk Dashboard.
What types of bank statements are supported?
Smart Clerk supports all types of bank statements regardless of their format.
Can Smart Clerk match bank transactions with invoices?
Yes, Smart Clerk automatically matches your bank transactions with invoices, ensuring every payment is accounted for.
Can I store my bank statements on Smart Clerk?
Yes, you can securely store your bank statements on the Smart Clerk Dashboard.
Can I export reports from my bank statements?
Yes, Smart Clerk enables you to export detailed reports from your bank statements to Excel.
How does Smart Clerk ensure the security of my data?
We utilize advanced encryption protocols to protect your data in transit and at rest.
Is there a trial period for testing Smart Clerk?
Yes, we offer a 14-day free trial.
Pricing Plans
Free
Free Plan• 20 invoices per month
• 1 Bank Account
• Best Accuracy Model
• Email Forwarding
• No-Code Integrations
• API Access
• Learning Algorithm
Growth
$29.00 / per month• 100 invoices per month
• 2 Bank Accounts
• Best Accuracy Model
• Email Forwarding
• No-Code Integrations
• API Access
• Learning Algorithm
Professional
$49.00 / per month• 250 invoices per month
• 4 Bank Accounts
• Learning Algorithm
• No-Code Integrations
• API Access
• Priority Support
Job Opportunities
Automated bank statement processing tool that extracts and categorizes financial data.
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