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About

Field service software solutions, better relationships with customers. The first SaaS platform that is IoT centered. Connect units to the cloud and see in real-time how efficient contractors and employees are. BlueClerk allows businesses to log work, track inventory, and much more. Tap the phone to the tag to get access to the machine and update work performed. BlueClerk software is a CRM and work management solution for businesses that have workers in the field. Our BlueTags can be programmed through the mobile app, with no technical experience required. BlueTags are scanned by users to record work and view past history. Viewing history not only saves time, but also creates a safer environment for technicians. The origins of BlueClerk started with the founder, Chris Norton and his fitness equipment company. Chris developed the software for his technicians to scan and record work and changes with customers exercise machines.

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.

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

Organizations that need a CRM and work management solution to support their field service operations

Audience

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

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

$30 per user per month
Free Version
Free Trial

Pricing

$29 per month
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

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Reviews/Ratings

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

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

BlueClerk
Founded: 2018
United States
blueclerk.com

Company Information

Smart Clerk
Founded: 2023
United States
smartclerk.ai/

Alternatives

Alternatives

BlueCode

BlueCode

BlueCode Company
Alice Blue

Alice Blue

Alice Blue Financial Services
SERVTRAC

SERVTRAC

AMTECH Computer Services

Categories

Categories

Integrations

QuickBooks Online
Bank of America Business Advantage
Chase Software

Integrations

QuickBooks Online
Bank of America Business Advantage
Chase Software
Claim BlueClerk and update features and information
Claim BlueClerk and update features and information
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Claim Smart Clerk and update features and information