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Booksmate or Clerk.AI?

Only if you already know which suppliers to chase. Booksmate fetches from a list you build yourself, and works out nothing about which payments have no document behind them.

Booksmate details from booksmate.com, September 2026

A month with each

StageBooksmateClerk.AI
Before You list your suppliers yourself. For each one not already in their catalogue you find three addresses, the homepage, the login page and the page your documents sit on, then log in by hand while their AI learns the site. Again for every new supplier. You start it and go away. You never tell it who your suppliers are, because working that out is the job.
During It fetches from the list you built. It reads the month's bank and card lines, works out which payments have no document behind them, and goes and gets those, from your mail, supplier portals, and photos on your phone. It asks you the things only you can answer.1
After You end with downloaded files, and send them on yourself. You end with a folder and a drafted email to your accountant, in the language you write to them in.

1 It does not get every one: some suppliers block automation, and when that happens it names the supplier and asks, rather than leaving a hole you hear about six weeks later.

Side by side

The checkable parts. Numbers point to the fine print under each table.

The work

FactBooksmateClerk.AI
Lists your suppliersYou do, one at a timeIt works them out with you, mostly from your bank statements
Suppliers supportedAbout 350 ready-made, and their AI adds a missing one in minutes2No list — it signs in the way you would3
Reads your bank linesNoYes
Tells you what is missingNoYes, by name and amount
Ends atDownloaded filesA folder and a drafted email

2 Counted from their own portal picker, September 2026; their documentation says a missing site takes a few minutes to add. 3 There is no catalogue to be in or out of. Some suppliers block automation, and then it names the one it could not reach and asks.

The money

FactBooksmateClerk.AI
Price$19, $49 or $99 a month4Free, or what you decide
AI subscriptionNot needed5Your own Claude, about €18 a month
Documents a year6006No limit
To try itCard first, seven daysDownload it
Refund policyNone found7Nothing to refund

4 Billed annually. 5 Their own AI is included; you need a Claude subscription only if you use their optional MCP server. 6 On the $19 plan. 7 Not in their terms, privacy policy or imprint.

Where things live

FactBooksmateClerk.AI
Where it runsYour computer — macOS, Windows or Linux8Your Mac
Your documents on their serversYes9No

8 Their download page is not linked from their home page, their pricing page or their sitemap; it reached us in the email after we signed up. 9 Their service at mcp.booksmate.com searches them and groups your spend.

Something here unclear or wrong? Write to us — it reaches the person who wrote it.
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Set it off on last month

Download it, point it at a month you have already sent off, and see what it says is missing.

Apple Silicon or Intel · macOS 14+ · v0.4.2