Smart Clerk

Smart Clerk is a bookkeeping automation service for small businesses. Users upload bank and card statements in any format, or connect live feeds from banks across the US and Canada, and the platform categorizes each transaction, consolidates vendor information and produces tax ready reports including a profit and loss statement and a balance sheet. Output exports to Excel or PDF for use in whatever accounting tool the business already runs. Bank connections are read only and data is protected with 256 bit encryption. It suits solo operators and business owners who want to stop coding transactions by hand, and accounting firms that handle bookkeeping for several clients. The features that matter are the learning categorization model that improves from corrections, live transaction feeds, vendor spending insights for reconciliation, support for multiple currencies and statement formats, and multiple company support on the higher plan. Pricing is published. The Free plan includes one bank account and 20 invoices per month with all features enabled. Growth is $29 per month for two bank accounts and 100 invoices per month with auto categorization, the best accuracy model, the P&L report and the learning algorithm. Professional is $49 per month for six bank accounts and 250 invoices per month, adding multiple company support and priority customer support. Processing documents dated before 2025 costs an additional $15 per account per year.