Smart Clerk

While Smart Clerk offers several direct no-code integrations, you can still likely use Smart Clerk even if your accounting software isn't directly supported. You can export processed financial data from Smart Clerk in common formats like CSV or Excel and then import it into your accounting software. We are constantly adding new integrations, so check our website for updates.

The freemium plan's limitation of one bank account refers to a single, distinct bank account. You can process statements from that one specific account, regardless of the bank it's held at. If you need to process statements from multiple bank accounts, you'll need to upgrade to a paid plan.

While the drag-and-drop interface makes basic tasks easy, mastering vendor rules takes a bit more time. Most users report feeling comfortable with basic vendor management within an hour, but setting up complex rules and automation flows can take a few hours of experimentation and familiarization with the system. Smart Clerk offers tutorial videos and documentation to help you through the process.

Smart Clerk currently generates Profit & Loss statements, Balance Sheets, and key cash flow insights automatically. We are actively working on adding more report types in the future to provide a comprehensive suite of financial reporting options. You can download these reports in various formats for easy sharing and analysis.