The website trial download is a Windows ZIP containing the installer and START-HERE.txt.
Request the trial
Complete the trial form. Use the download button on the confirmation screen.
Save and extract the ZIP
Save SmartBank_3.1.4.29.zip (13.6 MB) to a folder you can find. Use Windows Extract All before opening files inside it.
Read the included instructions
Follow START-HERE.txt and the extracted installer’s instructions. If Windows or antivirus software displays a warning and you are unsure, contact SmartBank for help before proceeding.
Confirm your workflow
Check your bank layout, accounting package and version. Use the quick-start guide and compare the imported data to the original statement.
Existing users and updates
The PDF import feature is included for existing SmartBank users at no extra charge. Contact the team for the current update and guidance for your setup.