Automated bank reconciliation for finance teams
CleverBalance helps finance teams and accounting firms reconcile bank statements against books in minutes. Transactions are automatically matched using system rules and AI-assisted analysis, producing clean matched and unmatched outputs, audit-ready excel reports, and team-friendly workflows.
No spreadsheets. No formulas. No manual matching.
No credit card • 14-day free trial
Bank statement
CSV or Excel
Books
Ledger or ERP export
Reconciled output
Audit-ready report
What CleverBalance does
CleverBalance is built to replace Excel-based bank reconciliation.
Upload your bank statement
CSV or Excel from any bank.
Upload your books or ledger
Exports from accounting software or spreadsheets.
Run reconciliation instantly
Transactions are normalized and automatically matched using amount, date, and narration signals.
AI analyzes complex cases
Grouped deposits, split entries, and settlement patterns can be identified automatically.
Review clear results
Matched and unmatched transactions are separated cleanly so teams can focus on real exceptions.
Download audit-ready reports
Excel outputs you can share with management, auditors, or clients.
Why bank reconciliation breaks in spreadsheets
"CleverBalance replaces this with one predictable, repeatable workflow."
How bank reconciliation works in CleverBalance
From messy spreadsheets to audit-ready reports in six simple, automated steps.
Upload bank statement
Upload books / ledger
Map columns once
Run reconciliation
Review matched & unmatched
Export Excel reports
See real bank reconciliations
Explore industry-specific bank reconciliation demos using realistic bank statements and ledgers.
eCommerce (D2C brands)
Bank reconciliation for high-frequency deposits, refunds, chargebacks, and mixed narration formats.
View demoRetail (single / multi-store)
Bank reconciliation for daily POS deposits, cash deposits, UPI settlements, and batch credits.
View demoRestaurants & QSR
Bank reconciliation for multiple small receipts, end-of-day deposits, and mixed payment modes.
View demoGrocery & FMCG distribution
Bank reconciliation for repeated distributor payments, collections, and partial receipts.
View demoManufacturing
Bank reconciliation for large-value vendor/customer receipts, advances, and irregular payment references.
View demoB2B wholesale / trading
Bank reconciliation for split payments, partial settlements, and similar customer names in narration.
View demoLogistics & transport
Bank reconciliation for frequent collections, fuel payments, and narration with trip/vehicle references.
View demoHealthcare (clinics/hospitals)
Bank reconciliation for many small patient receipts, refunds, and mixed payer references.
View demoPharma distribution
Bank reconciliation for recurring retailer payments, credit notes, and short narration codes.
View demoEducation (schools/coaching)
Bank reconciliation for fee collections, installment receipts, and repeated payer names.
View demoReal estate & construction
Bank reconciliation for milestone receipts, advances, and large-value transfers with sparse narration.
View demoProfessional services
Bank reconciliation for milestone invoicing, retainers, and mixed bank references.
View demoIT services & software
Bank reconciliation for fewer high-value receipts, foreign remittances, and invoice references.
View demoSaaS (subscriptions)
Bank reconciliation for recurring receipts, refunds, and month-wise ledger patterns.
View demoNon-profits / NGOs
Bank reconciliation for donations, grants, and bank narration with limited identifiers.
View demoHotels & travel
Bank reconciliation for booking receipts, cancellations, and frequent refund adjustments.
View demoEvents & entertainment
Bank reconciliation for bursty collections (event windows), cancellations, and mixed references.
View demoAutomotive (dealers)
Bank reconciliation for service receipts, parts sales, and repeated payer narration formats.
View demoImport / export
Bank reconciliation for large transfers, bank charges in narration, and longer settlement cycles.
View demoAccounting / CPA firms
Bank reconciliation for multiple client books formats and bank statements with different structures.
View demoSimple pricing for bank reconciliation
One account for your team. Clear monthly pricing.
Plans start at
More than bank reconciliation — over time
Bank reconciliation is the starting point.
CleverBalance will expand to include:
Ledger reconciliation
Inter-company and sub-ledger matching at scale.
Journal entry workflows
Automated posting suggestions for your ERP.
Finance reports
Real-time visibility into cash and operations.
Reconciled. Verified. Trusted.
The future of financial data integrity.
All built on the same foundation of clean, reconciled data.
Run your next bank reconciliation in minutes
Stop maintaining spreadsheets. Start reconciling with confidence.