AI document cleanup for bookkeepers

Turn one messy client folder into a review-ready bookkeeping queue.

Clerkie is not generic “document extraction.” It is a bookkeeper workflow: client-level intake, confidence-marked invoice/receipt extraction, exception review, and QuickBooks-ready CSV export.

Get a Free 5-Document Client AuditSee bookkeeper pricing

Built around clients

Add a client, track monthly document volume, and keep cleanup work separated by firm workspace.

Exception-first review

Low-confidence vendors, dates, totals, and tax are flagged before export.

Margin-aware pricing

Caps protect AI cost while staying realistic for solo bookkeepers and small firms.

Concierge-first MVP workflow

  1. Pick one painful client niche: property, trades, restaurants, nonprofits.
  2. Upload five real docs for the free audit or start a capped monthly plan.
  3. Clerkie extracts structured fields and flags exceptions for human review.
  4. Export a QuickBooks-ready CSV and compare cleanup time against manual entry.
Why this pivot works

The buyer is the bookkeeper, not the SMB owner. Bookkeepers can spread the tool across clients, feel the pain weekly, and justify pricing through recovered review hours.

Where we validate first

Let real client folders choose the first vertical.

Property management

Vendor bills, repairs, utilities, owner statements, recurring monthly batches.

Trades & home services

Supplier receipts, job materials, fuel, subcontractor invoices, mixed tax.

Restaurants

Daily receipts, food vendors, delivery platforms, tip/tax cleanup.

Nonprofits

Grant receipts, reimbursable expenses, donor/vendor paperwork, audit trails.

Bookkeeper pricing

Affordable enough to test. Capped enough to protect margin.

Free Client Audit

$0

5 documents / 1 client

Prove the workflow on one real cleanup client before paying.

  • Concierge review
  • Confidence report
  • QuickBooks-ready CSV
  • No QB connection required
Claim free audit

Solo Bookkeeper

$79/mo

150 documents/month

For solo bookkeepers handling recurring monthly cleanup for a handful of clients.

  • Client-level queues
  • Invoice/receipt/bill extraction
  • Review exceptions
  • CSV export
Start Solo

Bookkeeping Firm

$199/mo

600 documents/month

For small firms turning document cleanup into a repeatable, margin-protected workflow.

  • Multi-client workspace
  • Priority capacity
  • Team onboarding
  • Workflow tuning
Start Firm

Concierge validation offer

Get a free 5-document audit for one messy client.

Send five real invoices, receipts, or bills from one client. Clerkie returns a confidence-marked report and QuickBooks-ready CSV so you can decide whether the workflow saves enough review time.

  • Best for bookkeepers with recurring monthly cleanup work.
  • We focus on client folders, not generic one-off document parsing.
  • Concierge follow-up helps us map the workflow before building heavy integrations.