Smart Clerk
Automates financial document processing, enhancing accounting efficiency.
At a glance
Free + paid · Source review 2026-11-02- Price & billing
Official homepage reviewed 2026-11-02: Free plan with 1 bank account and 20 invoices per month, all features enabled; Growth $29/month billed monthly (2 bank accounts, 100 invoices); Professional $49/month billed monthly (6 bank accounts, 250 invoices, multiple companies); cancel anytime. A one-time fee of $15 per account per year applies for documents dated before the included tax years.
- Free allowance
Official homepage reviewed 2026-11-02: Free plan with 1 bank account and 20 invoices per month, all features enabled; Growth $29/month billed monthly (2 bank accounts, 100 invoices); Professional $49/month billed monthly (6 bank accounts, 250 invoices, multiple companies); cancel anytime.
- Best suited to
Small businesses that want bank statements turned into tax-ready reports without manual entry
Fit is editorial guidance, not a measured result.- Platforms
Access: not separately verified. Operating systems not separately verified.
Published-source facts and editorial guidance. No product test is implied. Confirm current conditions before purchase.
No product screenshot is claimed for this listing. Use the official website ↗ to inspect the current interface.
What to know before choosing
Good fit
Small businesses that want bank statements turned into tax-ready reports without manual entry
Limits and trade-offs
The 99% accuracy claim is the vendor's and should be spot-checked against the user's own books; older-year documents cost a one-time $15 per account per year, and accounting-firm pricing is custom.
Plans and free allowances
Official homepage reviewed 2026-11-02: Free plan with 1 bank account and 20 invoices per month, all features enabled; Growth $29/month billed monthly (2 bank accounts, 100 invoices); Professional $49/month billed monthly (6 bank accounts, 250 invoices, multiple companies); cancel anytime. A one-time fee of $15 per account per year applies for documents dated before the included tax years.
Evidence
Official homepage ↗ (reviewed 2026-11-02)
Official published page review; no authenticated product test
Dates: Last reviewed 2026-11-02. Last reviewed is the latest source or editorial review date; it is not a content-change date.
A closer look at Smart Clerk
Smart Clerk is AI-powered bookkeeping automation for small businesses: upload statements from any bank or card, in any format and any country, or connect directly to 10,000+ banks across the US and Canada for live transaction feeds, and get accurate, bookkeeper-ready reports with AI while saving hours of manual data entry. Its AI auto-categorizes every transaction (claimed 99% accuracy, learning from business patterns), consolidates vendor names, reconciles without duplicates, and generates P&L statements, balance sheets and tax reports instantly, with Excel and PDF export. Data is encrypted end to end with read-only connections and is never used for AI training.
Editorial guidance based on published documentation. The workflow below is a suggested starting point, not a measured product result.
When to choose Smart Clerk
- Small businesses drowning in manual bookkeeping
- Accountants preparing tax-ready reports from statements
- Owners who want live bank feeds auto-categorized
When to choose something else
- Businesses outside US and Canada bank feeds that still need live connections, since live feeds cover those countries
- Businesses that need bookkeeping without uploading statements or connecting a bank
A practical starting workflow
- Upload a bank statement or connect a bank for a live feed
- Let the AI auto-categorize transactions and learn business patterns
- Review and adjust categories as needed
- Generate P&L, balance sheet and tax reports instantly
- Export categorized transactions and reports to Excel or PDF
Check before committing
- Vendor claims on the official page are not guarantees; actual results, quality and availability must be tested in the product.
- Prices and features may change after this review; recheck the official site before purchase or signup.
Common questions
What is Smart Clerk?
AI-powered bookkeeping automation for small businesses: upload statements or connect a bank and get accurate, bookkeeper-ready reports with AI, without manual data entry.
How much does Smart Clerk cost?
Free with 1 bank account and 20 invoices per month; Growth $29/month with 2 accounts and 100 invoices; Professional $49/month with 6 accounts, 250 invoices and multiple companies.
Can Smart Clerk connect to my bank?
Yes. It connects to 10,000+ banks across the US and Canada for live feeds, and accepts statements from any bank, in any format, country or currency.
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Sources and checks
Last source review is not a date of product testing. No rating or test result is implied by inclusion. Check the current plan and terms before buying.