Name Smart Clerk AI
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 bookkeeping
  • Preparing tax-ready expense reports
  • Bulk invoice processing
  • Vendor reconciliation
  • Onboarding new client financials for accountants
Who uses it?
  • Small business owners aiming to cut down bookkeeping time
  • Freelancers needing streamlined invoice tracking
  • Accounting firms/bookkeepers processing multiple client accounts
  • Finance advisors gathering quick financial overviews
Pricing
  • Launch (Free): 1 bank account & 20 invoices/month
  • Growth: $29/mo – 2 bank accounts, 100 invoices
  • Professional: $49/mo – 4 accounts, 250 invoices, multi‑company, API & priority support
  • Historical 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.

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