Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Average Ratings 1 Rating

Total
ease
features
design
support

Description

MoonClerk is a user-friendly platform designed for individuals, companies, and organizations across various sectors to manage recurring payments effortlessly. This system allows users to start accepting both one-time and recurring payments without any coding skills needed. Additionally, users can easily integrate checkout forms into their websites from any location, ensuring that payments are transferred directly to their bank accounts. This seamless experience makes it accessible for anyone looking to streamline their payment processes.

Description

Smart Clerk is an innovative AI tool that revolutionizes the way financial documents are converted into reports that are ready for bookkeeping, thereby enhancing financial management for small and medium enterprises. It efficiently processes both bank and credit card statements, automating the extraction of data, categorization of transactions, and creation of detailed financial reports, which eliminates the tedious task of manual data entry. Users can conveniently upload their statements directly onto the platform, where the AI adeptly manages various formats from any financial institution. The tool also allows for customizable transaction categorization to meet the unique needs of different businesses, and it offers intelligent suggestions for category selection, which is especially helpful for users unsure about how to classify their transactions. Furthermore, Smart Clerk improves vendor management by recognizing and matching vendor names, even when they are abbreviated, thereby enabling users to easily access balances, invoices, and transaction details all in one place. This comprehensive approach not only streamlines financial workflows but also empowers businesses to make informed decisions based on accurate and organized financial data.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

APIANT Yes 
AWeber Yes 
ActiveCampaign Yes 
Bank of America Business Advantage No 
Campaign Monitor Yes 
Constant Contact Yes 
Donarius Yes 
Easyflow Yes 
Evidence Yes 
Exercise.com Yes 
GetResponse Yes 
Google Analytics Yes 
Post Affiliate Pro Yes 
Quickwork Yes 
Stackreaction Yes 
Stripe Yes 
Tapfiliate Yes 
Wufoo Yes 
Zapier Yes 
me&u Yes 

Integrations

APIANT No 
AWeber No 
ActiveCampaign No 
Bank of America Business Advantage Yes 
Campaign Monitor No 
Constant Contact No 
Donarius No 
Easyflow No 
Evidence No 
Exercise.com No 
GetResponse No 
Google Analytics No 
Post Affiliate Pro No 
Quickwork No 
Stackreaction No 
Stripe No 
Tapfiliate No 
Wufoo No 
Zapier No 
me&u No 

Pricing Details

$15.00/month
Starts at $15 per month
Free Trial Yes 
Free Version No 

Pricing Details

$29 per month
Free Trial No 
Free Version Yes 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

MoonClerk

Founded

2013

Country

United States

Website

www.moonclerk.com

Vendor Details

Company Name

Smart Clerk

Founded

2023

Country

United States

Website

smartclerk.ai/

Product Features

Billing and Invoicing

Billing Portal Yes 
Contact Database Yes 
Contingency Billing No 
Customer Portal No 
Customizable Invoices Yes 
Dunning Management Yes 
Hourly Billing No 
Invoice History Yes 
Mobile Payments Yes 
Multi-Currency No 
Online Invoicing Yes 
Online Payments Yes 
Payment Processing Yes 
Project Billing No 
Recurring/Subscription Billing Yes 
Service Ticket Billing No 
Tax Calculator Yes 

Church Accounting

Accounts Payable No 
Accounts Receivable No 
Asset Management No 
Bank Reconciliation No 
Budgeting & Forecasting No 
Donation Management Yes 
Fund Accounting No 
General Ledger No 
Payroll Management No 

Nonprofit

Accounting No 
Committee Management No 
Donor Management No 
Dues Management Yes 
Event Management No 
Fundraising Management Yes 
Member Database No 
Membership Management No 
Social Media Management No 
Volunteer Management No 

Payment Processing

ACH Check Transactions No 
Bitcoin Compatible Yes 
Debit Card Support Yes 
Gift Card Management No 
Mobile Payments Yes 
Online Payments Yes 
POS Transactions Yes 
Receipt Printing No 
Recurring Billing Yes 
Signature Capture No 

Recurring Billing

Customer Portal Yes 
Deferred Billing Yes 
Discount Management Yes 
Dunning Management Yes 
Invoice History Yes 
Multi-Currency No 
Multi-Period Recurring Billing Yes 
Payment Processing Yes 
Recurring Donations Yes 
Subscription Billing Yes 

Subscription Management

Cancellation Management No 
Discount / Coupon Management No 
Dunning Management No 
Enrollment Management No 
Product Catalog No 
Recurring Billing No 
Revenue Recognition No 
Revenue Recovery Tools No 
Self Service Portal No 
Subscription Plan Management No 
Tax Management No 
Trial Management No 
Usage Tracking/Analytics No 

Product Features

Financial Reporting

"What If" Scenarios No 
Audit Trail No 
Balance Sheet No 
Cash Management No 
Consolidation / Roll-Up No 
Forecasting No 
General Ledger No 
Income Statements No 
Multi-Company No 
Multi-Department / Project No 
Profit / Loss Statement No 

Alternatives

Alternatives