What is Clerk.AI?

Clerk.AI is a macOS application that automates the routine half of bookkeeping preparation. It signs into your bank accounts, billing portals, and Gmail, then hunts down matching receipts and compiles everything into a clean, organized folder for your accountant. The app runs on your own Mac, driving a real Chrome browser the way you would, and integrates with any website you can reach in a browser—no connectors or data migration needed.

How to use Clerk.AI?

Download and install Clerk.AI on your Mac (macOS 14+). On first launch, it installs Claude Code and sets up a dedicated Chrome profile. You log into your bank, card, and billing portals in that browser once. Then, describe your business and what you send your accountant in a sentence. Clerk.AI will start a period, automatically log in, download statements, match receipts, and draft an email to your accountant. You approve logins and answer a few questions by voice or text, and the app handles the rest. You can adjust your payment amount anytime from your account page.

Core features of Clerk.AI

Automated bank statement and receipt collection from browsers
Receipt matching and file naming according to accountant preferences
Voice interaction for approvals and questions
Multi-language email drafting (Finnish, Swedish, English, German, French, Spanish, Estonian, Esperanto, Pirate)
Works with any website via a dedicated Chrome profile
Background processing over days with pause/resume
Free tier with optional paid support tiers