Build the foundation for a sustainable, technology-driven clerks office with better clerk operations: connect agenda & meeting management, FOIA request management, records management & workflow management in one place.
100+
Clerk Design Partners
100,000+
1m+
One-Stop Shop for Clerk Management Software. Coming Soon.
Agenda & Meeting Management
Streamline every aspect of your meeting process, from crafting agendas to generating detailed minutes, all while providing unrivaled public transparency. With AI, our system automatically generates meeting summaries, extracts key decisions, and even suggests optimized agenda item sequences based on historical patterns.
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FOIA Management Software
Put your FOIA requests on Autopilot. Our platform automatically categorizes incoming requests, routes them to the appropriate department, finds relevant documents, does redactions based on the request's content and writes a detailed follow up email - with one click.
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Records Management Software
From birth and death certificates to marriage licenses and property deeds, our system automatically classifies, indexes, and securely stores all your critical documents. With blazing-fast AI search capabilities and instant retrieval, you can access the records you need in seconds, no matter how far back they date.
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Workflow, Licensing & Permitting
Streamline your permitting process with our AI-powered workflow solution, designed specifically for clerks. Our intelligent platform leverages advanced machine learning and natural language processing to automate and optimize every aspect of your permitting lifecycle. From application intake to document review, our system intelligently routes tasks, suggests approvals, and identifies potential bottlenecks before they occur.
Clerk AI Assistant
Our AI assistant helps with transcribing meetings, responding to resident requests, searching documents and so much more.
Clerk Home Dashboard
See all of your action item in one dashboard. Gain visibility across all of your requests and surface to the top the most important action item to start your day. Have peace of mind that everything is on schedule with one dashboard to rule it all.
A Modern approach to clerk management
Why people love us
I have to say that this software is an amazing time saver. My team and I can run our business with ease.
Clerk in NY
CEO StarCross
for the first time we have an easy to use, comprehensive, and affordable software to manage our company's finances. I recommend Banker to any business looking to streamline their processes.
Guy Hawkins
COO Calipse
The product is very intuitive, easy to use and connect to accounting and other financial systems. The support is also very good and I have always received answers promptly.
Jacob Jones
CEO Platinex
I like the integration with Quickbooks, Cardy is intuitive and easy to use. The customer service is awesome and friendly.
Leslie Alexander
Product Manager Alamander
Cardy is an amazing application for running your business. I can make better financial decisions with data I can trust.
Jenny Wilson
Founder Propy
Cardy helps us monitor and manage our company's finances. It is so easy to set up, I'm still not sure how to use it properly. I'm a total beginner and I can use Banker without any problems.
Cameron Williamson
Co-Founder Criplet
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