Q: Our use case is analyzing bank statements for 1000's of potential clients,
they will have statements from different banks and in different formats. Is there a fit here or it seems you only allow a small number of banks per user?
I'm very interested in automating data flow from my accounting software (Zoho Books). Currently, I see bank statement uploads as the main input.
Are there plans for API integrations to allow automatically pulling and processing of data, like invoices, from other platforms? If not, this would be extremely helpful. If so, any estimated timeline would be appreciated. This would greatly improve workflow. Thank you!
Q: Bank and credit card accounts vs statements?
Is a statement from a bank account considered against statement quatoas?
Is a credit card considered a bank account?
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Q: Can’t change bank account after you added it
I have to add a bank account. Does it mean you can’t switch it off after a period of time?
Does it mean that once I add to bank account I am locked into those only two bank account on tier one?
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Q: Our use case is analyzing bank statements for 1000's of potential clients,
they will have statements from different banks and in different formats. Is there a fit here or it seems you only allow a small number of banks per user?
Share Smart Clerk
Q: Upload Excel Spreadsheets
I have data in Excel spreadsheets. Is it possible to upload this to Smart Clerk as well so that I can have a complete picture?
What are 'invoices'? Are these invoices (expenses for my business) or are these 'issuing invoices' to my customers?
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Q: Do you have any plans for API integrations?
I'm very interested in automating data flow from my accounting software (Zoho Books). Currently, I see bank statement uploads as the main input.
Are there plans for API integrations to allow automatically pulling and processing of data, like invoices, from other platforms? If not, this would be extremely helpful. If so, any estimated timeline would be appreciated. This would greatly improve workflow. Thank you!
Share Smart Clerk