kitio.aiAdded Nov 5, 2026
Smart Clerk
FreemiumAI bookkeeping that turns bank statements into P&L reports
What is Smart Clerk?
Smart Clerk reads bank and card statements, or live bank feeds, categorizes every transaction with AI and produces profit and loss statements, balance sheets and tax reports. It is aimed at small businesses and the bookkeepers who work with them.
Statements from any bank or card, in any format and country, can be uploaded as PDFs or images, and more than 10,000 banks in the US and Canada can be connected for live feeds. New transactions are categorized as they post, and vendor names are merged across accounts to track spending.
Reconciliation avoids duplicate transactions, and extracted data can be exported to Excel. Connections are read-only, data is encrypted, and the company says it does not use customer data for AI training. You can try it on a statement before creating an account.
Features
- Statement upload in any format
- Live bank feeds
- AI transaction categorization
- P&L and balance sheet reports
- Vendor spending insights
- Excel export
Tags
Releases
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Organization
Smart Clerk
Listed by kitio.ai · unverified owner
Pricing
- Pricing model
- Freemium
- Paid options from
- Not listed
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Pros and cons
Pros
- Works with statements from any country
- Live feeds for US and Canadian banks
- Free demo with your own statement
Cons
- Pricing page not available
- Bank feeds limited to US and Canada
- Not a full accounting system
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Q&A
What is Smart Clerk?
Smart Clerk reads bank and card statements, or live bank feeds, categorizes every transaction with AI and produces profit and loss statements, balance sheets and tax reports. It is aimed at small businesses and the bookkeepers who work with them.
Which banks does Smart Clerk support?
You can upload statements from any bank or card worldwide, and connect more than 10,000 US and Canadian banks for live feeds.
Does Smart Clerk use my data to train AI?
No. The company states that customer data is never used for AI training or shared.
How much does Smart Clerk cost?
Smart Clerk is freemium.
Is there a free version of Smart Clerk?
Yes. Smart Clerk has a free plan, and paid plans add more usage and features.
What are the main features of Smart Clerk?
Statement upload in any format, Live bank feeds, AI transaction categorization, P&L and balance sheet reports, Vendor spending insights, Excel export.
Who makes Smart Clerk?
Smart Clerk is made by Smart Clerk.
What are the best alternatives to Smart Clerk?
Popular alternatives include QuickBooks Online, Digits, Xero.