For accountants and bookkeepers

Nothing changes for you.

One of your clients has started using Clerk.AI to assemble their monthly materials. You'll receive the same kind of email you always have, with the same kind of folder attached. There is no account to create, no portal to log into, no software to install, and nothing for you to learn.

This page exists so your client can send you a link instead of an explanation. It's short on purpose.

What arrives in your inbox.

✓An email from your client, written in the language you correspond in, using your ordinary vocabulary.
✓Every attachment listed and numbered in date order, so you can check nothing is missing before you start.
✓A flat set of files — no nested folders, no archives to unpack — named in whatever convention you've asked them for.
✓Bank, card and processor statements for the period, alongside the invoice or receipt for each movement.
✓Photographed receipts converted to something you can actually open. Never a HEIC.
✓A transaction list showing, per line, how each figure was learned — bank statement, email receipt, photographed receipt, or the client's own answer.
✓Anything it could not find, named explicitly rather than quietly omitted.

The bundle is assembled on your client's own Mac, from their own accounts. We never hold their books, and we have no access to anything of yours.

A Finder window on one period's attachments-to-send folder: five photographed vendor receipts and the bank statement, each named with its date, listed in date order.
One period's folder, exactly as it is attached. Named by date, flat, nothing to unpack.

What we will never ask you to do.

No account

You will never be invited to a portal, asked to register, or emailed by us.

No software

Nothing to install and no integration with your practice's system. Keep using exactly what you use.

No new format

It adopts your naming and your file preferences, not the other way round. Tell your client and it will comply next period.

No access

We hold no credentials of theirs and none of yours. Everything happens on their machine.

The part you'll actually care about.

Software that assembles bookkeeping materials is only useful to you if it is honest about its own gaps. Three things are built in on purpose.

It reconciles before it claims to be finished

The number of lines it produces has to match the movements in the statements it is attaching. It also re-opens each downloaded file to confirm the document really is the invoice it believes — a plausible filename is not treated as evidence.

It asks rather than assumes

Personal-versus-business, a new vendor, an amount that doesn't agree with its receipt — those go back to your client as questions with the document attached. Categories are suggestions based on how you posted previous periods, never silent decisions.

It cannot declare the books closed

It stops at a draft. Your client reads it, sends it, and marks the period closed only once you are satisfied. If you reply asking for something, they paste your reply in and it goes and fetches it.

If something
is wrong

Reply to your client exactly as you would have before. Whatever you tell them — a mis-categorised expense, a missing invoice, a split you want handled differently — gets recorded and applied to every following period, so the same correction shouldn't reach you twice. In our experience that is the part that improves fastest.

Not an accountant?

Send them this page and stop worrying about it.

It answers what they'll ask, and it doesn't try to sell them anything. They keep working exactly as they do now.

Download for Mac
Apple Silicon or Intel · macOS 14+ · v0.3.0