Get everything from your clients. On time, and all of it.
When a client uses Clerk.AI, their month arrives assembled — statements, receipts, and the invoice for every movement — instead of in pieces, late.
What you get when a client uses Clerk.AI.
Assembled on your client’s own Mac, from their own accounts. Nothing for you to install, join or pay for — and we hold no credentials of theirs and none of yours.
Two questions, if you have ten seconds.
We are trying to work out who this actually helps, and you know better than our analytics do. No email, no sign-up — just the two taps.
We can have all the software in the world to get information from clients, but at the end of the day they provide it when they provide it.
She is right, and it is why nothing you buy has fixed this. The statements, the receipts, the invoice in a supplier’s billing portal — none of it is anywhere a practice-side tool can reach.
So this one runs on your client’s side instead. You cannot run it for them, and we are not selling you anything.
Tell them once. It sticks.
No form, no settings screen. Write it in an ordinary email and it is kept as a standing instruction, applied every period after.
“Statements as PDFs, one file per receipt, named date-first.” Prose is enough.
Re-read at the start of every close. Neither of you has to remember it.
Reply about a missing invoice or a wrong category; your client pastes it in. It fetches what is missing and matches your way next period.
What we will never ask you to do.
You will never be invited to a portal, asked to register, or emailed by us.
Nothing to install, and no integration with your practice’s system.
It adopts your naming and your file preferences, not the reverse.
We hold no credentials of theirs and none of yours. It all happens on their machine.
Your client just sent you this link?
Then nothing changes for you. Same kind of email, same kind of folder, same person — and if something is missing, reply to them exactly as you would have before. It stops at a draft: your client sends it, and the period is closed only once you are satisfied.
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.