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Clerkie

Your Personal Money Manager

Let Clerkie work hard for you

You worked hard enough for your money

Always at your service

Ask Clerkie to do anything

You Grow Your Money

2

Securely

Clerkie will give you suggestions and action plans to make your money go further and help you reach your  goals

Connect your bills, banks and retirement accounts so Clerkie can start working its magic

How does Clerkie work?

1

Clerkie Helps You Manage Your Money

You Link Your Accounts

Effortlessly

Automatically

3

Clerkie will automatically help you track, manage and optimize your budget, your retirement accounts (e.g., 401K) and your bills

Simple. Easy. Intuitive.

Retirement Goals

Simplify and automate your financial life

Smart Budgeting

We built you a powerful assistant with one mission

Personalized Advice

Grow Your Savings

Clerkie lets you view your billing statements and lets you pay your bills in seconds

Clerkie manages your 401k and other retirement accounts to help you reach your goals

Clerkie gives you answers and action plans based on your financial needs

Clerkie gives you a smart budget to keep your spending on track

Clerkie automatically grows your savings without you stressing about it

Organize Your Bills

"Getting started was a breeze; it literally took 1-2 minutes and now I don't have to worry about my money. I absolutely love this app!"

Andrew S., 28