What is Smart Clerk?
Smart Clerk turns bank data into clean books. Upload statements from any bank or connect your US accounts for live feeds. Get categorized transactions, unified vendors, and accurate Excel exports ready for your accountant—fast, secure, and simple.
Problem
Users manually process bank statements and transactions for accounting, leading to time-consuming data entry, inconsistent vendor naming, and error-prone Excel reports
Solution
A web-based accounting tool that automates categorization, vendor unification, and Excel exports from PDF statements or connected bank feeds. Users upload documents or link US bank accounts to generate accountant-ready reports
Customers
Small business owners, independent accountants, and finance teams in SMEs without dedicated bookkeeping staff
Unique Features
Real-time US bank integration, AI-powered vendor matching across multiple statements, and one-click XBRL/GAAP compliant Excel exports
User Comments
Cuts bookkeeping time from hours to minutes
Simplifies tax preparation with clean transaction records
Eliminates manual vendor renaming across banks
Secure direct bank connection beats manual uploads
Makes DIY accounting feasible for non-experts
Traction
Launched in 2023, processes $2M+ monthly transactions across 10k+ SMEs, integrates with 200+ US banks
Market Size
Global cloud accounting software market valued at $4.25 billion in 2022, projected to reach $19.8 billion by 2030 (Grand View Research)
