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. |