Create a Profit and Loss statement

A manual accounting process is not only time-consuming due to typos, errors, and numbers.

An AI-powered, end-to-end accounting solution that could transform your bank statements into polished financial reports in no time at all

Overview

Smart Clerk is an AI bookkeeping tool that transforms bank statements into organized, accountant-ready reports.

Process Bank Statements

No more wasting hours on manual data entry! Smart Clerk is an AI bookkeeping tool that transforms bank statements into organized, accountant-ready reports.

• First upload a PDF statement and the AI ​​will automatically log each transaction in no time.
• Identify and resolve any discrepancies in your statements using the reconciliation module.

Create a profit and loss statement

With just a few clicks, you will get a complete overview of your financial situation, without the need for any accounting skills.

• You can view your monthly expenses by category or vendor to understand where your money is going.
• Export your financial reports to Excel to easily share with your accountant during the season and save them.

Categorize transactions on autopilot

You can automatically split lines into transactions, ensuring 100% accuracy of all transactions.

• You can create custom categories and customize them to suit your specific business needs.
• Create classification rules for AI and change the category of any line item.

Keep track of your vendors

Smart Clerk is generally important for intelligently organizing and identifying vendor details, so you can keep all your transactions in one place. They are also not scattered around.

• You can run a comprehensive vendor report to identify any unusual transactions.

• You need to merge different versions of the vendor name in the bank statement for data reconciliation.

And you’ll be free from all the hassle of financial paperwork! Smart Clerk helps you stay on top of your finances in many ways, such as instantly converting bank statements into clear, bookkeeper-ready reports.

AI is the key to improving your bookkeeping skills.