Privacy-first accounting workflow

A Workspace for Day-to-Day Accounting Tasks

Work across documents, reconciliation, reporting, and related accounting operations in one local-first workspace.

Your workspace stays local. AI runs only through your selected provider.

Sign-in required · Local workspace by default

Local Memory

Client-Side Workspace

User-Controlled AI

Minimal Data Exposure

Choose your JuniorClerk folder

All client data will be stored here under one root folder (e.g. JuniorClerk-Clients). You'll only need to approve this once per session.

Documents

Import documents (invoices, receipts, statements) from your existing folders; JuniorClerk keeps only the extracted data.

Sources

Inbox: not set Auto-check inbox every 5 min

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. Use Period in the sidebar (above your folder) to choose the date range.

Skills

Run prebuilt accounting tasks and reports. Clone/edit/custom skills will build on this foundation.

Quick actions

Skill	Category	Type	Action

Skill	Status	Summary	Started

Templates

Create extraction templates from sample PDFs/images. Define fields with name, anchor and regex type, then auto-apply in Documents scanning.

Template name

No preview loaded. Choose a sample document first.

Field name	Value

Manage Companies

Each company has its own folder; data stays in that folder. Choose a folder per company from the header.

Settings

Application configuration and preferences.

Account

Your subscription, usage, and API key settings.