| Overview | Smart Clerk AI is an intelligent, OCR-powered assistant designed for small businesses, freelancers, and accountants. It transforms PDFs of bank statements and invoices into clean, categorized data and professional P&L reports with zero manual entry. | 
| Key features & benefits | 
AI OCR & Auto‑categorization: Quickly extracts and classifies transactions using machine learning.Vendor matching & cleanup: Unifies vendor names and consolidates entries.Instant P&L & reporting: Generate income statements and reconciliations ready for Excel, Xero, or Zapier.Email‐invoice intake: Upload via email or drag‑and‑drop in bulk.Multi‑year accuracy: 99% data extraction accuracy for current years; historical imports available.No‑code integrations & API: Connect banks, accounting apps, and automations with ease. | 
| Use cases & applications | 
Automating monthly bookkeepingPreparing tax-ready expense reportsBulk invoice processingVendor reconciliationOnboarding new client financials for accountants | 
| Who uses it? | 
Small business owners aiming to cut down bookkeeping timeFreelancers needing streamlined invoice trackingAccounting firms/bookkeepers processing multiple client accountsFinance advisors gathering quick financial overviews | 
| Pricing | 
Launch (Free): 1 bank account & 20 invoices/monthGrowth: $29/mo – 2 bank accounts, 100 invoicesProfessional: $49/mo – 4 accounts, 250 invoices, multi‑company, API & priority supportHistorical data: one-time export fee – $15/account/year for pre‑2024 docs | 
| Tags | #AIBookkeeping #OCR #FinanceAutomation #SmallBusiness #AccountingIntegration | 
| App available? | No dedicated mobile app currently – platform is web‑based only. |