# myClerkBook

> A private book of account for freelancers, founders and small businesses.

myClerkBook is an income and expense platform. Entries are recorded by the
user, or read off a document the user uploads or receives in a connected
mailbox and confirmed before anything is written. It has no bank connection and
no data aggregator behind it, which is an architectural constraint rather than
a missing feature.

## What the product does

Accounts are open. Behind sign-up: onboarding; books, with up to five on Premium
and a switcher between them; the transactions ledger with manual entry, inline
editing, recurring transactions, trial tracking, and search and filtering across
vendor, group, date, type and amount; groups; document parsing, where an
uploaded receipt, invoice or statement or a message in a connected read-only
mailbox is read into a pre-filled entry the user confirms, metered in entries
returned for approval; Statement Import, which reads OFX, QFX and CSV exports
deterministically and spends parsing credits like any other document; the Smart
Widgets catalogue with a drag-and-drop dashboard grid; the Smart Insights
catalogue of alerts and summaries delivered by email, or by SMS and WhatsApp on
Premium; currency conversion across 166 currencies on Premium; collaboration by
email invite on Premium, with separate scope and role and an audit trail;
self-service CSV and JSON export; billing through Polar; a command menu; and an
installable PWA with an offline state.

Capabilities not listed here are not part of the product. The marketing pages
describe the same product in more detail.

## Links

- Landing: https://myclerkbook.com
- Company: https://company.myclerkbook.com
- Comparisons: https://company.myclerkbook.com/compare
- Blog: https://blog.myclerkbook.com
- Documentation: https://docs.myclerkbook.com
- Status: https://status.myclerkbook.com

## Contact

- General: miiso@myclerkbook.com
- Legal and data requests: legal@myclerkbook.com