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Smart Clerk

Automates financial document processing, enhancing accounting efficiency.

Data AnalysisProductivityFreemium Free Tier

Screenshots

Smart Clerk screenshot 1

About Smart Clerk

Smart Clerk is a cutting-edge AI tool designed to transform financial data into actionable insights, revolutionizing the way businesses handle accounting and bookkeeping. With its primary focus on automating the processing of financial documents such as bank statements and invoices, Smart Clerk offers features that simplify the accounting workflow for professionals and small business owners alike. By leveraging AI, it streamlines the entire process, from data entry to report generation, ensuring accuracy and efficiency. Key features include AI-generated financial reports that automatically create comprehensive, bookkeeper-ready reports from uploaded documents, tailored transaction categorization for accurate financial tracking, streamlined vendor management for clear visibility of balances and transactions, and no-code integrations that allow users to start processing financial data immediately. Smart Clerk is ideal for accounting firms, small business owners, freelancers, and financial advisors, providing significant value through enhanced efficiency and secure data handling.

Key Features

  • AI-Generated Financial Reports
  • Tailored Transaction Categorization
  • Streamlined Vendor Management
  • No-Code Integrations

Use Cases

efficient management of client financial documents simplified bookkeeping and financial reporting invoice and expense tracking providing accurate financial insights

Target Audience

accounting firms small business owners freelancers financial advisors

Supported Languages

en

Platform Availability

API Access

Pricing

Free Tier: Offers a basic plan with 1 bank account and up to 20 invoices per month. Growth Plan: Available at $29 per month, supporting 2 bank accounts and 100 invoices monthly. Professional Plan: Priced at $49 per month, includes 4 bank accounts, 250 invoices, and additional features like API access and priority support.

Free tier available

Technical Information

License: proprietary

Resources and Community

growing

Tags

financepersonal assistantspreadsheets

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Smart Clerk