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About

Smart Clerk is an AI-powered tool designed to transform financial documents into bookkeeper-ready reports, streamlining financial management for small and medium-sized businesses. By processing bank and credit card statements, Smart Clerk automates data extraction, categorizes transactions, and generates comprehensive financial reports, eliminating the need for manual data entry. Users can upload statements directly to the platform, where the AI swiftly handles various formats from any financial institution. The tool offers customizable transaction categorization tailored to specific business needs, and for those uncertain about category selection, the AI provides recommendations based on business descriptions. Additionally, Smart Clerk enhances vendor management by automatically matching vendor names, even when abbreviated, allowing users to view balances, invoices, and transactions in a centralized location.

About

Uplinq’s machine learning technology and experienced professionals keep your bookkeeping up-to-date and transform your data into actionable financial intelligence - all at the touch of a button. Time and money are wasted on bookkeeping, taxes, and financial management solutions that just don’t work. Enter Uplinq. Go beyond bookkeeping with financial intelligence optimized for your business. Updated weekly and focused on your needs. Our data-focused technology allows you to seamlessly connect to the institutions and tools you work with to manage your business. Shouldn’t everything be this easy? Our technology tracks your business activity and automatically categorizes your transactions. This allows us to provide you with financial analytics on a weekly basis without the constant stream of questions. Many business owners struggle to make use of their financial data. Uplinq tackles this problem head-on. You’ll receive a global view of your business, updated in near real-time.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Companies seeking a tool to automate financial document processing, reduce manual data entry, and obtain accurate, bookkeeper-ready reports efficiently

Audience

Organizations looking for a solution to manage bookkeeping operations and transform their data into actionable financial intelligence

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

$29 per month
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 5.0 / 5
ease 5.0 / 5
features 5.0 / 5
design 5.0 / 5
support 4.0 / 5

Reviews/Ratings

Overall 5.0 / 5
ease 5.0 / 5
features 5.0 / 5
design 5.0 / 5
support 5.0 / 5

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Smart Clerk
Founded: 2023
United States
smartclerk.ai/

Company Information

Uplinq
United States
www.uplinq.com

Alternatives

Alternatives

Fathom

Fathom

Fathom Applications

Categories

Categories

Integrations

QuickBooks Online
ADP Global Payroll
BambooHR
Bank of America Business Advantage
BigCommerce
Clover
FreshBooks
Gusto
Justworks
Kashoo
LoanPro
PayPal
Sage 100
Square POS
Wells Fargo Business Checking
Xero
Zettle
Zoho Books

Integrations

QuickBooks Online
ADP Global Payroll
BambooHR
Bank of America Business Advantage
BigCommerce
Clover
FreshBooks
Gusto
Justworks
Kashoo
LoanPro
PayPal
Sage 100
Square POS
Wells Fargo Business Checking
Xero
Zettle
Zoho Books
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Claim Smart Clerk and update features and information
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