Free trial
No trial as such, but the amount can be set to zero and the full app stays the same, with a modest request for feedback after each successful close.
Learn moreClerk.AI
Mac app that gathers bank lines and receipts for your accountant
Intermediate
What is Clerk.AI?
Clerk.AI is a Mac app that signs into your banks, finds matching receipts in Gmail and billing portals, and delivers one organised folder and a drafted email to your accountant. Pricing is pay-what-you-decide, including zero.
Clerk.AI is a Mac application that handles the monthly bookkeeping prep many small businesses dread. It signs into bank accounts, pulls statements, and then searches Gmail and supplier billing portals for the receipts and invoices that match each transaction. The result is a single organised folder, plus a drafted email, ready to hand to an accountant. The workflow runs inside a dedicated Google Chrome window with its own browser profile, kept separate from everyday browsing. The user signs into each site once in that profile, and the app works through those sessions. The reasoning is done by Claude Code, which is installed alongside the app on first launch. When something needs a human, such as a fresh login or a judgement call about an ambiguous charge, the app pauses and asks. Those prompts appear on the Mac or on a phone, where a hold-to-speak field allows answering away from the desk. Because it drives a browser, it can reach anything a person could open there, so no connector has to exist for a given supplier. The developer also warns that unlocked sessions deserve caution, and recommends never approving an unexpected two-factor prompt. The accountant needs nothing new. The draft email is written in the accountant's language (the site lists Finnish, Swedish, English, German, French, Spanish and Estonian, plus Esperanto and Pirate), names files in the way they expect, and asks which filing scheme applies instead of guessing. It summarises how many transactions have receipts and flags the ones without. The intended buyer is someone who dislikes the chore: people who log into site after site downloading PDFs and CSVs, miss deadlines, and field reminders. Anyone with few receipts, or an app that already captures them as they spend, is told plainly that it is probably not for them. Pricing is pay-what-you-decide, starting at nothing, and the AI itself is a separate choice, either the user's own Anthropic subscription or, later, credits billed at cost. Compared with receipt-capture apps and full accounting suites, it targets the gap between bank data and paperwork collection.
How do you use Clerk.AI?
1Download the Mac app
Get the installer from the download page and open it on a Mac. On first launch, the app installs Claude Code alongside itself to do the reasoning.
2Read the safety guidance
Review how the app works and the recommendations on safety before your first close, including never approving a two-factor prompt you did not expect.
3Sign into your accounts once
In the app's dedicated Chrome window and separate profile, log into your banks, Gmail and billing portals so it can reach them.4Choose your AI and your price
Connect your own Anthropic subscription for the AI, then set what you want to pay per month, which can be nothing.5Run a close and answer prompts
Let the app collect statements and match receipts. Respond when it asks for a login or a judgement call, at the Mac or on your phone.6Send the folder to your accountant
Pick your accountant's language, check the drafted email and the organised folder, and send them along.
Pros and cons
Pros
- Finds receipts across Gmail and billing portals, matching them to bank transactions automaticallyAI
- Pay-what-you-decide pricing, and the app is identical at every price including zeroAI
- Works with any site reachable in a browser, so no supplier connector is neededAI
- Accountant needs no new software; the draft email is written in their language and file namingAI
- Pauses for logins and judgement calls, with prompts answerable from a phoneAI
Cons
- Mac only for now; Windows and Android are merely plannedAI
- Requires Claude Code and Chrome, and the AI cost is separate, via your own Anthropic subscriptionAI
- Operates inside logged-in browser sessions, so it carries security risks and the developer disclaims responsibilityAI
- Not worthwhile for people with few receipts or who already capture them as they spendAI
- At-cost AI credits billed through the vendor are not yet availableAI
How much does Clerk.AI cost?
Pricing
Pay what you decide, starting at nothing; the app is the same at every price. The page shows a $25/month example, excluding VAT. Extras scale up: a switch for the favour-ask at $1.50+, private channels at $6+, a homepage listing at $60+, monthly 1:1 sessions at $175+, sponsorship at $600+. AI cost is separate.
Learn moreSupport
Paid tiers include a private supporter channel ($6+) and monthly 1:1 sessions ($175+) covering the first close. A safety guidance section is published on the site.
Integrations
Only two pieces of software: Claude Code, which does the reasoning, and Google Chrome, used in its own window and profile. Anything reachable in a browser can be accessed, so no connectors are required.
Features
Signs into banks, pulls statements, and finds matching receipts in Gmail and billing portals. Pauses for logins and judgement calls, answerable on Mac or phone. Produces one organised folder and an accountant email drafted in their language, with unmatched transactions flagged. Unlimited periods.
Learn moreFrequently asked questions about Clerk.AI
How much does Clerk.AI cost?
Pay what you decide, starting at nothing; the app is the same at every price. The page shows a $25/month example, excluding VAT. Extras scale up: a switch for the favour-ask at $1.50+, private channels at $6+, a homepage listing at $60+, monthly 1:1 sessions at $175+, sponsorship at $600+. AI cost is separate.Does Clerk.AI offer a free trial?
No trial as such, but the amount can be set to zero and the full app stays the same, with a modest request for feedback after each successful close.How do you use Clerk.AI?
The walkthrough on this page covers 6 steps: 1. Download the Mac app 2. Read the safety guidance 3. Sign into your accounts once 4. Choose your AI and your price 5. Run a close and answer prompts 6. Send the folder to your accountant.What platforms does Clerk.AI support?
Clerk.AI is available on MacOS.What does Clerk.AI integrate with?
Only two pieces of software: Claude Code, which does the reasoning, and Google Chrome, used in its own window and profile. Anything reachable in a browser can be accessed, so no connectors are required.What are the limitations of Clerk.AI?
Mac only for now; Windows and Android are merely planned. Requires Claude Code and Chrome, and the AI cost is separate, via your own Anthropic subscription. Operates inside logged-in browser sessions, so it carries security risks and the developer disclaims responsibility.
Status
StatusActive
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Added10/8/2026
Platforms
MacOS
Pricing
SubscriptionFree
