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.
Emails you can send a client who is late with their month.
Three short ones, written to your client and about their side of it. Copy one, put your name on it, change anything you like.
Subject: An easier way to get me your month Hi [name], Getting the statements and receipts together is the part of the month most people dread, so I wanted to pass this on. Clerk.AI runs on your own computer, Mac or Windows. It signs in to your bank, finds the receipt or invoice for each payment in your email and your suppliers' portals, and puts the month in one folder with an email to me. You check it and press send. You pay what you decide it is worth, including nothing. It needs a paid Claude plan or ChatGPT Plus to run. https://clerkai.eu/?utm_source=accountant [Your name]
Subject: Your [month] statements and receipts Hi [name], I still need the statements and receipts for [month]. If gathering them is what is holding it up, Clerk.AI might take most of that off you. It goes through your bank and your email on your own computer, finds the receipt for each payment, and tells you plainly what it could not find, so you only chase those. https://clerkai.eu/?utm_source=accountant [Your name]
Subject: Before month-end Hi [name], Month-end is coming up. If you would like the paperwork off your mind this time, Clerk.AI collects the statements and the matching receipts for you and puts them in one folder. Nothing comes to me until you have looked at it and sent it. https://clerkai.eu/?utm_source=accountant [Your name]
The link is marked as coming from an accountant, so we can count how many people arrive that way. That is all it records: not who sent it, and not who opened it.
What you get when a client uses Clerk.AI.
Assembled on your client’s own computer, Mac or Windows, 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.