Founded by Not listed in 2023
Convert bank statements into categorized financial reports and profit and loss statements automatically
Pricing model
Free Tier, Paid
Rating
★ People love it
Time to value
Immediate
You can use Smart Clerk to turn bank statements into organized accounting reports without manual data entry. Upload your statements in PDF or image format, or connect directly to thousands of financial institutions for continuous transaction feeds. The system automatically categorizes your income and expenses, consolidates duplicate vendor names, and produces tax-ready profit and loss statements and balance sheets. You can easily review classifications, adjust transactions, track spending trends across vendors, and export all your clean financial data to Excel or PDF documents for your accountant.
What Smart Clerk does
Pricing breakdown
Pricing model: Free tier, Paid
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