Process bank statements and automate your accounting with this AI bookkeeping tool
“Pretty sure my lack of accounting skills is a liability.”
Sound familiar? Most small business owners feel the same way. You’re stuck late at night sorting through receipts, trying to make sense of bank statements, and hoping you don’t mess up your taxes.
What if you could press a button and have all your financial paperwork organized in minutes instead of hours?
Smart Clerk turns the accounting nightmare into a simple task. Just upload your statements, and watch as AI transforms them into clear financial reports faster than you can brew a cup of coffee.
What This Tool Does
Smart Clerk takes your bank and credit card statements and turns them into useful financial reports. Here’s what it can do:
- Upload PDF bank statements and process all transactions automatically
- Create profit and loss statements without accounting knowledge
- Sort transactions into categories
- Track spending by vendor
- Export reports to Excel for tax season
- Find and fix mistakes in your statements
Why It Helps Small Business Owners
If you run a business by yourself or have a small team, Smart Clerk saves you from spending hours on bookkeeping. Users report being able to categorize transactions between multiple businesses in just 2 hours.
One user named nachole said, “Smart Clerk has simplified the process for me. In just 2 hours, I was able to categorize transactions between my two businesses.”
Another user mentioned that Smart Clerk “solves one of my biggest problems. I just hate putting financial reports together.”
Plans and Pricing
Smart Clerk is currently offered as a lifetime deal starting at $59 (normally $348). This base plan includes:
- 2 bank accounts
- 75 invoices per month
- Bank statement analyzer
- Auto-categorization
- Profit and loss reports
- Bank reconciliation
Larger plans are available for $149 and $299 with more bank accounts and invoices.
How to Use Smart Clerk
- Upload your bank or credit card statement as a PDF
- The AI reads and logs every transaction
- Transactions are sorted into categories
- View spending by category or vendor
- Create profit and loss statements with a few clicks
- Export to Excel to share with your accountant
Security
Smart Clerk is GDPR-compliant, which means your financial data is handled securely.
Who Should Use Smart Clerk
This tool works best for:
- Solopreneurs managing their own books
- Small business owners
- Anyone who hates bookkeeping
- People who want to save money instead of hiring a bookkeeper
The Bottom Line
For just $59, Smart Clerk handles the parts of bookkeeping most small business owners hate. It gives you clear financial reports without the headache of manual data entry. The time you save can be spent growing your business instead.
Note: Some links on this page are affiliate links, meaning that if you click on my link and make a purchase, I will receive a small commission. It does not however affect the price you pay. Plus, it’s a great way to support me and the content I’m providing.
