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.
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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, reconciliation status, and your custom Excel reports. 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.
No preview loaded. Choose a sample document first.
| Field name | Value |
|---|
Excel Templates
Upload an Excel spreadsheet your client or submission system requires. JuniorClerk fills it in from your scanned receipts when you generate a report. Multiple tabs and existing formulas are preserved.
No templates yet. Click Upload template to add one.
Select a template on the left, or upload a new one to get started.
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.