Smart Clerk
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About
Smart Clerk leverages AI to process bank and credit card statements, delivering organized reports optimized for accounting. It prepares complete, bookkeeper-ready financial reports from uploaded bank statements and invoices, eliminating manual data entry. The AI customizes categories for transactions and invoices based on business needs and automatically matches vendors. Users can export detailed reports to Excel. Smart Clerk offers integrations with Quickbooks, Xero, Excel and Zapier. It offers plans for different business needs.
Platform
Features
• data extraction
• reporting
• tailored transaction categorization
• streamlined vendor management
• ai-generated financial reports
• invoice processing
• integrations (quickbooks, xero, excel, zapier)
• bank statement processing
FAQs
How can I add my bank statements to Smart Clerk?
You can quickly forward bank statements to a unique email address provided by us, or directly upload them from your computer to the Smart Clerk Dashboard. This process ensures quick and easy management of your financial data.
What types of bank statements are supported?
Smart Clerk supports all types of bank statements regardless of their format. This flexibility ensures compatibility with different banking systems.
Can Smart Clerk match bank transactions with invoices?
Yes, Smart Clerk automatically matches your bank transactions with invoices, ensuring every payment is accounted for and each transaction is justified. Additionally, Smart Clerk also sends reminders for unpaid invoices, helping you manage your payables more effectively.
Can I store my bank statements on Smart Clerk?
Absolutely! You can securely store your bank statements on the Smart Clerk Dashboard, with the option to view and download them at any time.
Can I export reports from my bank statements?
Yes, Smart Clerk enables you to export detailed reports from your bank statements to Excel for a comprehensive view of your transactions. We've designed these reports for easy data analysis, enhancing your financial management efficiency.
How does Smart Clerk ensure the security of my data?
Data security is a top priority at Smart Clerk. We utilize advanced encryption protocols to protect your data in transit and at rest, ensuring compliance with leading global security standards. For more detailed information, please see our [Privacy Policy](/privacy).
Is there a trial period for testing Smart Clerk?
Yes, we offer a free trial for bank statements, allowing you to upload multiple statements from the same bank account. This lets you experience the efficiency of Smart Clerk without any initial commitment.
Pricing Plans
Growth
USD29.00 / /mo• 2 Bank Accounts
• 100 invoices per month
• Auto-Categorization
• Best Accuracy Model
• P&L Report
• Bank Reconciliation
• Learning Algorithm
Professional
USD49.00 / /mo• Everything in Growth
• 4 Bank Accounts
• 250 invoices per month
• Manage Multiple Companies
• Learning Algorithm
• API Access
• Priority Customer Support
Launch
Free Plan• 1 Bank Account
• 20 invoices per month
• Auto-Categorization
• Best Accuracy Model
• P&L Report
• Bank Reconciliation
• Learning Algorithm
Job Opportunities
Frontend Developer (React.js)
Smart Clerk uses AI to turn financial documents into bookkeeper-ready reports. It processes bank statements and invoices, automates transaction categorization and vendor management, and generates financial reports.
Benefits:
Competitive compensation
Opportunities for advancement
Dynamic work environment
Collaborative work environment
Flexible work environment
Other Requirements:
Knowledge of AWS, especially Amplify and serverless architectures
Experience in fintech, finance, or related fields is a strong plus
Excellent problem-solving skills and ability to work collaboratively
Proficient in English; Turkish language skills are beneficial
Potential relocation to the Netherlands in 2-3 years
Responsibilities:
Lead the development of our fintech platform's frontend using React.js.
Contribute to software architecture discussions, offering innovative solutions and strategies.
Independently manage the full lifecycle of app development, from concept to deployment.
Ensure seamless integration of the frontend with backend functionalities.
Adopt the latest technologies to enhance the user experience and product performance.
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Ratings & Reviews
Average Rating: 5.0
Average Rating: 5.0
5 Stars:
1 Rating
4 Stars:
0 Ratings
3 Stars:
0 Ratings
2 Stars:
0 Ratings
1 Star:
0 Ratings
User Reviews
11/4/2024
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