Documents
Import documents (invoices, receipts, statements) from your existing folders; JuniorClerk keeps only the extracted data.
Select a company, choose its folder (or a separate folder for receipts), then click Scan.
Bank Statements
Upload CSV bank statements; JuniorClerk keeps a deduplicated ledger of all transactions.
0 rows
Reconciliation
Link bank transactions to documents. Use "By bank" or "By document" to choose from which side to link.
| Date | Description | Amount | Link to document |
|---|
Reports
High-level overview of bank movements, expenses and reconciliation status.
Manage Companies
Each company has its own folder; data stays in that folder. Choose a folder per company from the header.
Settings