AI Powered
Three capabilities under one name, and they are architecturally different. Parsing reads a document and hands you a filled-in entry to confirm, from an upload or a connected mailbox. Statement Import reads a bank export directly, with no model involved. And the myClerkBook Agent will answer questions about what you have already recorded.
How it works
- 01
You give it a document
An image, a PDF, plain text or a spreadsheet, up to 10 MB, one at a time or up to twenty at once. Or connect a mailbox and receipts arrive to be read on their own.
- 02
What the model receives, and what it does not
Text formats are stripped of names, email addresses, phone numbers and account numbers on our side before they are sent anywhere. Photographs and PDFs travel as images and are read visually. Nothing from any document reaches your book until you approve it.
- 03
You confirm before anything is saved
Every extracted field comes back with a confidence score, and anything the parser was unsure of is flagged rather than quietly guessed. Nothing reaches your book until you approve it.
An invoice, read and handed back
Five fields, each with the confidence the parser assigned it. The group at 0.71 is the one worth a second look, and that is exactly why the number is shown.
- Documents parsed a day
- Bulk upload
- Connected mailbox
Statement Import
A bank statement is a different kind of file from a receipt, so it takes a different path. Statement Import reads OFX, QFX and CSV exports directly as structured data — no model involved, and none of your parsing allowance spent.
- No AI. The file is read as structured data, not interpreted.
- Consumes none of your daily document parses.
- One statement a month per dashboard.
- Duplicates against what is already in the book arrive unticked, with the collision shown.
- No bank connection, no credentials, no standing link to your account.
What each plan gets
| Capability | Basic | Premium |
|---|---|---|
| Documents parsed a day | 10 | 100 |
| Bulk upload | Up to 20 files | Up to 20 files |
| Connected mailbox | Not included | Included |
| Confidence scores on every field | Included | Included |
| myClerkBook Agent | $20 a month add-on | $20 a month add-on |
The rest of the book
Smart Insights
Alerts and summaries that reach you where you already are, on a schedule you set once.
Read more about Smart InsightsSmart Widgets
Arrange the page the way you read, by dragging the panels that answer your questions.
Read more about Smart WidgetsMultiple Dashboards
Keep a client, a side project and the household in separate books that never leak into each other.
Read more about Multiple Dashboards
Your books, kept privately.
No bank connection, ever. Premium is free for seven days when you want it.