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your financial data your control your success


Upload receipts and invoices to automatically extract transaction details: amounts, vendors, dates, and categories. Chat with your financial data using natural language to get instant insights and answers about your spending patterns.

Separate your finances with up to 5 independent dashboards. Perfect for managing multiple businesses, client projects, or personal goals, each with its own currency, custom categories, and complete transaction history.

Design your perfect financial overview with drag-and-drop widgets. Connect to real-time APIs, customize colors and filters, and resize widgets to display exactly the metrics that matter to you: income trends, expense breakdowns, or custom analytics.

Work together seamlessly with team members, business partners, or family. Share specific dashboards with role-based permissions, track every change with version history, and maintain complete data isolation between dashboards.

Track finances in 50+ major world currencies. AI automatically detects currency from uploaded documents, and you can set different currencies for each dashboard. Perfect for international clients and global business operations.

Discover hidden patterns in your finances with AI-powered analytics. Get automated alerts for unusual spending, personalized recommendations, trend forecasting, and actionable insights that help you make smarter financial decisions.

Connect your financial data everywhere you work. Chat with ChatGPT, Claude AI, or Gemini about your finances, receive notifications via WhatsApp, and forward receipts directly from Gmail or Outlook for instant processing.
We're constantly innovating to empower you with complete financial visibility and control, providing open solutions that eliminate complexity and adapt to the way modern professionals work.






myClerkBook is an AI-powered income and expense management platform designed for freelancers, entrepreneurs, and privacy-conscious individuals. Unlike traditional financial apps, we don't require bank account linking. Instead, we offer manual entry with AI-powered document parsing, giving you complete control over your financial data while maintaining privacy.
Simply upload receipts, invoices, or financial documents, and our AI automatically extracts key information like amounts, vendors, dates, and categories. You can review and edit the parsed data before saving. The AI learns from your corrections to improve accuracy over time, making data entry faster while maintaining your control.
Absolutely. Your privacy is our top priority. We never link to your bank accounts, never share your data with third parties, and never sell your information. All data is encrypted in transit and at rest. You have complete control over your data, including the ability to export or delete it at any time.
Multiple dashboards let you create separate financial tracking spaces for different purposes - like one for your freelance business, another for personal finances, and another for a side project. Each dashboard has its own currency, categories, and transactions, keeping everything organized and preventing confusion between different financial areas of your life.
We offer two plans: Basic ($5/month) with 100 transactions, 10 custom categories, and single dashboard; and Premium ($10/month) with unlimited transactions, unlimited categories, 5 dashboards, and priority support. Both plans include AI document parsing and email notifications. Premium adds WhatsApp/SMS notifications. We also offer a 7-day free trial for Premium and launch discounts for early supporters.
Yes! Mobile apps for iOS and Android, as well as desktop applications for Windows, Mac, and Linux are on our roadmap. We're launching with a fully responsive web application first to gather feedback and refine the experience. Mobile and desktop apps will be developed based on user demand and feedback from our early adopters.
You can use the feedback button on our website to send suggestions, report bugs, or ask questions. We actively listen to our community and regularly implement user-requested features. Join our Reddit community at r/myClerkBook for discussions and updates!
We aim to empower individuals and entrepreneurs with complete financial visibility and control, providing open and innovative bookkeeping solutions that eliminate complexity and adapt to the way modern professionals work.
myClerkBook was born from a simple frustration: existing financial tools either required invasive bank linking or were too complex for everyday use. As freelancers and entrepreneurs ourselves, we experienced the challenge of tracking multiple income streams while maintaining privacy. We built myClerkBook to solve this problem - a tool that respects your privacy, adapts to your workflow, and grows with your business. Our journey started with a vision to make financial management accessible, transparent, and empowering for everyone.
We are raising $10,000 towards team expansion, infrastructure and operational runway costs.
Thank you for your generous contribution of $10,000.00.
— embedded at every stage to create a financial platform that truly puts you in control.
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