Frequently asked questions

26AS TDS reconciliation is the process of matching TDS entries reflected in your 26AS statement with entries recorded in your books of account. It helps ensure all TDS deductions are recorded properly, there are no missing or duplicate entries, and your records stay aligned for reporting and compliance.

CleverBalance cleans and prepares uploaded data, normalizes deductor names, matches records using structured rules such as date, amount, and invoice details, uses AI only for more complex cases, and generates matched and unmatched outputs so your team focuses only on exceptions.

No. You can upload your 26AS and books files as they are. CleverBalance handles data cleaning, format standardization, and deductor name normalization before the reconciliation process begins.

You can upload TXT files for the 26AS TDS statement, along with CSV, XLS, or XLSX files for books. For best results, the uploaded files should include deductor name, invoice date, and amount fields.

The system uses deductor name, invoice date, and invoice amount, then applies structured matching logic across exact matches, month-level or year-level matching, grouped entries, and reversals or adjustments.

CleverBalance handles real-world variations like name differences, date differences across periods, and split or grouped entries. If records still cannot be matched confidently, they remain unmatched for review instead of being forced.

Most straightforward cases are resolved through rule-based matching. For more complex patterns, AI assists the process. CleverBalance does not force matches when confidence is low, which keeps results reliable and audit-friendly.

Yes. CleverBalance supports one-to-many, many-to-one, and many-to-many matching. This is useful when invoices are split, combined, or adjusted across either side of the reconciliation.

The system can identify positive and negative entries, reversal cases, and contra-type adjustments, then resolve those automatically where possible using structured matching logic.

AI is used only after rule-based matching is completed. It helps analyze complex patterns such as naming variations, grouped entries, invoice inconsistencies, and timing differences across records.

AI is used carefully and does not force uncertain matches. If confidence is low, those entries remain unmatched so users can review them manually.

Yes. CleverBalance is designed to produce structured outputs, clear matched and unmatched records, and explainable results that support review, audit, and documentation needs.

The final output includes matched transactions and unmatched transactions so your team can focus only on items that actually require attention.

Yes. You can export the reconciliation output as an Excel file for internal review, sharing with clients or team members, or audit working papers.

Yes. The product UI lets you review the reconciliation output before exporting so you can validate results with confidence.

No. CleverBalance is browser-based. You simply upload your files, run reconciliation, and review the output without needing a separate setup process or integration.

For most datasets, reconciliation completes within minutes depending on file size and transaction complexity.

Yes. CleverBalance can be used for multiple datasets, which makes it suitable for accounting firms, finance teams, and multi-entity businesses.

Yes. CleverBalance offers a 14-day free trial, and no credit card is required to get started.

Pricing is based on reconciliation needs and usage volume rather than per-user complexity. You can start with a plan that fits your current volume and upgrade later.

CleverBalance is designed for real-world data and can handle inconsistent naming, format differences, split or grouped entries, and cross-period mismatches.

That is expected in a healthy reconciliation process. Unmatched items represent real exceptions that need review or correction rather than hidden assumptions made by the system.

No. You can review all results, validate the outputs, and download the full reconciliation data. CleverBalance assists the process rather than replacing your judgment.