Overview
\nSmart Clerk is an AI bookkeeping tool that instantly converts bank statements into organized, accountant-ready reports.<\/p>\n

Process bank statements<\/p>\n

Stop sinking hours into manual data entry! Smart Clerk makes it easy to import and instantly process your bank and credit card statements.<\/p>\n

Upload a PDF statement and the AI will automatically log every transaction in no time
\nDetect and resolve any discrepancies in your statements using the Reconciliation module<\/p>\n

Extract financial data from your bank and credit card statements in just seconds.
\nCreate a Profit and Loss statement<\/p>\n

In just a few clicks, you\u2019ll get a complete overview of your financial situation\u2014no accounting expertise required.<\/p>\n

View your month-by-month spending by category or vendor to understand where your money is going
\nExport your financial reports to Excel and easily share them with your accountant during tax season<\/p>\n

Quickly generate Profit and Loss statements just in time for tax season.
\nCategorize transactions on autopilot<\/p>\n

Plus, you can automatically categorize every line across transactions, ensuring 100% accuracy across the board.<\/p>\n

Create custom categories to suit the specific needs of your business
\nChange the category of any line item and create categorization rules for the AI to follow<\/p>\n

Organize all your transactions by category to understand where your money is going.
\nKeep track of your vendors<\/p>\n

Smart Clerk can also intelligently identify and organize vendor details, so all your transactions are in one place\u2014not scattered across folders and tabs.<\/p>\n

View comprehensive vendor reports to monitor spending and spot any unusual transactions
\nConsolidate different versions of vendor names on bank statements for data consistency<\/p>\n

Access all your vendor transactions and data from one place.<\/p>\n

Take the hassle out of financial paperwork! Smart Clerk instantly turns bank statements into clean, bookkeeper-ready reports to help keep your finances on track.<\/p>\n

Master your bookkeeping with AI.<\/p>\n

Get lifetime access to Smart Clerk today!<\/p>\n

Process bank statements and automate your accounting with this AI bookkeeping tool<\/p>\n

Upload bank and credit card statements for the AI to record and categorize every transaction
\nCreate a profit and loss statement and view your expenses by category or vendor<\/p>\n