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AI · October 8, 2026

Clerk.AI – Collect bank statements and match receipts automatically for your books

Clerk.AI automates month-end preparation by pulling bank statements and finding matching receipts from Gmail and billing portals. It runs in a dedicated Chrome profile you log into once, so it can access any site you can without connectors or data migration. It drafts accountant-

Clerk.AI – Collect bank statements and match receipts automatically for your books launched on October 8, 2026.

In plain words

Clerk.AI automates month-end bookkeeping by accessing bank statements and matching them with receipts from Gmail and billing portals. It runs in a dedicated Chrome profile, accessing any site the user can reach without requiring connectors or data migration. The tool stops when human judgment is needed and prepares organized folders for accountants. It operates on Mac and works via browser, with flexible pay-what-you-decide pricing.

written from the facts on this page · October 2026

From the sources

Clerk.AI signs into your banks, then hunts the matching receipts in Gmail and your billing portals, so your accountant gets one clean folder. On your Mac. Pay what you decide, including nothing.

Clerk.AI pulls your bank statements and hunts down the matching receipts in Gmail and billing portals. It stops for what only you can do — a login, a judgement call — and asks. At the Mac, or on your phone. Anything you can reach in a browser, it can reach. No connector to wait for, no data to migrate, and nothing whatsoever for your accountant to adopt. it works inside sessions you signed into yourself, in a browser profile kept apart from your everyday one — so it can only reach what you put in there, and it still deserves the caution you'd give anyone you handed an unlocked laptop. Never approve a 2FA prompt you weren't expecting, and read what we recommend and what we won't take…from clerkai.eu

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Source: BetaList listing ↗

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