+
+

Related Products

  • Quick Consols
    49 Ratings
    Visit Website
  • Plaid
    144 Ratings
    Visit Website
  • Sage Intacct
    8,095 Ratings
    Visit Website
  • Martus
    142 Ratings
    Visit Website
  • Banker's Dashboard
    6 Ratings
    Visit Website
  • Monarch Money
    5 Ratings
    Visit Website
  • Xero
    5,734 Ratings
    Visit Website
  • onPhase
    216 Ratings
    Visit Website
  • Budgyt
    282 Ratings
    Visit Website
  • FISPAN
    5 Ratings
    Visit Website

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

Velixo is an Excel-based, API-powered tool that delivers real-time ERP reporting, budgeting, planning, automation, analysis, and data push capabilities, all without compromising governance or formatting. It enables self-service reporting directly in Excel, empowering finance and operations teams to take ownership of their work and reclaim time. Velixo connects bi-directionally to your cloud ERP and Microsoft 365, supporting live data extraction, dynamic report creation, and single-click writeback of budgets, journal entries, project forecasts, or any ERP records. Its Smart-Refresh engine optimizes performance with in-memory caching and incremental updates. Accelerator functions tailored for ERP make report creation intuitive, while multi-company, multi-currency, and multi-tenant consolidation is seamless. Users benefit from smart drill-down capabilities that allow in-Excel exploration of underlying transactions or direct navigation back to ERP documents.

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

Finance and operational professionals wanting a solution to optimize their reporting, budgeting, and automation operations

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

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

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

Velixo
Founded: 2017
Canada
www.velixo.com

Alternatives

Alternatives

Martus

Martus

Martus Solutions
Talentia CPM

Talentia CPM

Talentia Software
TCM

TCM

TCM Infosys

Categories

Categories

Integrations

Acumatica Cloud ERP
Bank of America Business Advantage
Cegid HR
Chase Software
JAMIS Prime ERP
MYOB Acumatica
Microsoft 365
Microsoft Excel
Microsoft OneDrive
Microsoft Outlook
Microsoft PowerPoint
Microsoft SharePoint
Microsoft Teams
Microsoft Word
QuickBooks Online
Sage Intacct

Integrations

Acumatica Cloud ERP
Bank of America Business Advantage
Cegid HR
Chase Software
JAMIS Prime ERP
MYOB Acumatica
Microsoft 365
Microsoft Excel
Microsoft OneDrive
Microsoft Outlook
Microsoft PowerPoint
Microsoft SharePoint
Microsoft Teams
Microsoft Word
QuickBooks Online
Sage Intacct
Claim Smart Clerk and update features and information
Claim Smart Clerk and update features and information
Claim Velixo and update features and information
Claim Velixo and update features and information