Smart Clerk Reviews

This is a very useful aggregator for those who need to manage company income and expenses, especially across different bank accounts with varying interfaces and statements. It does its job and does it well, but some features should be improved, particularly in the recognition and categorization of transactions, which affects the quality of the reports, also improvable. However, I recommend giving it a try.

My husband was overwhelmed trying to organize his financial files. Initially, I helped him manually sort through endless piles, but when it came time to prepare everything for his accountant, I knew there had to be a better solution.

I personally use QuickBooks, but the constant login frustrations always drive me crazy. So, I thought I'd check AppSumo for a simpler alternative suitable for my husband.

I even turned to ChatGPT for advice, asking it to compare well-known software options alongside newer solutions on AppSumo. That’s when I discovered Smart Clerk—and it turned out to be exactly what we needed.

While my husband was stressing at his computer, I quickly researched Smart Clerk. It seemed perfect: simple uploads of old bank and credit card statements, effortless organization, and intuitive AI-generated summaries—no learning curve required. I immediately recommended it, and within minutes, we signed up and started uploading his documents. The longest part was him logging into his banks to retrieve past statements!

Within just two hours, we'd uploaded over 150 statements, and Smart Clerk magically generated an organized summary, categorized nearly flawlessly for our accountant. My husband was so impressed that he immediately convinced his business partner she needed Smart Clerk too. He drove to her office, and just two hours later, her books were also neatly organized.

Thanks to Smart Clerk, both my husband and his partner effortlessly prepared their financials for the accountant. Highly recommended!

P.S. We did hit the statement limit after uploading more than 100 documents. We emailed the support and got the problem fixed on the next business day. They responded in a reasonable time and helped us fix the problem. It would be nice if they added a chatbot to the website or some more integrated support options so you don't feel lost, but overall it is a great product.

If you spend any time preparing financial statements or have a backlog of data to analyze, you will love this app. A giant head start! Minutes instead of hours to extract and classify data. This is the future of bookkeeping.

Updating my review to 5 stars!
This platform is a real helper if you need fast, reliable, and fully automated financial reporting—without any complicated setup. I was able to get a complete financial overview that I normally pay a controller for each month. Definitely a money-saver and well worth the price!

Just a heads-up: make sure to read the T&Cs. You can only upload statements starting from 2024 for free—uploads from earlier years may incur additional AI processing costs.

Kudos to the founders for building such a helpful tool!

We only have 3 bank accounts..... and after moving the data to Smart Clerk we received the message--> You have reached your statement limit. Increase your plan to continue uploading statements.

The platform as it is is very useful. I was able to organize quite a lot of finances in a short time.

I hope the statement upload limit is renewed every month. If not, I've wasted a day's work:(

The support is terrible, takes some days to reply, ordoes not reply at all...
Then the tool needs a lot of improvements, small bugs, issues with the limits, no CSV import...