Automated reconciliation for finance teams
CleverBalance helps finance teams and accounting firms reconcile bank, vendor, customer, intercompany, credit card, and 26AS data 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
Data statement
CSV or Excel
Books
Ledger or ERP export
Reconciled output
Audit-ready report
Start with what you need
Choose the reconciliation that fits your workflow — all in one platform.
Bank reconciliation
Match bank statements with books automatically.
- Upload bank and ledger data
- Auto-match transactions
- Handle splits, groupings, and adjustments
- Get clean matched and unmatched outputs
Vendor / supplier reconciliation
Match vendor statements with your books.
- Upload vendor statement and AP ledger
- Match invoices with payments
- Handle splits, settlements, and credit notes
- Identify missing and mismatched entries
Customer reconciliation
Match receipts with invoices and track collections.
- Upload customer data and AR ledger
- Match receipts with invoices
- Handle partial payments and bulk settlements
- Identify unapplied receipts and mismatches
Intercompany reconciliation
Match transactions between entities.
- Upload Entity A and Entity B data
- Match entries across entities
- Handle netting, adjustments, and timing differences
- Identify mismatches before consolidation
Credit card reconciliation
Match credit card transactions with your books.
- Upload credit card statement and books
- Match transactions using reference, date, and amount
- Handle refunds, fees, and reversals
- Get clear matched and unmatched outputs
26AS TDS reconciliation
Match 26AS TDS entries with your books.
- Upload 26AS and books data
- Normalize deductor names automatically
- Match using date, amount, and invoice logic
- Identify missing and unmatched entries
What CleverBalance does
CleverBalance replaces spreadsheet-based reconciliation with a simple, structured workflow — across all reconciliation types.
Upload your data
CSV or Excel files from banks, vendors, customers, entities, credit cards, or tax systems.
System prepares the data
Cleans, standardizes, and aligns records automatically.
Run reconciliation instantly
Records are matched using date, amount, and contextual signals.
AI helps with complex cases
Grouped entries, adjustments, and inconsistencies are analyzed.
Review clear results
Matched and unmatched entries are separated cleanly.
Download audit-ready reports
Excel outputs ready for sharing, review, and audit.
Why reconciliation breaks in spreadsheets
"Cleverbalance replaces this with one predictable, repeatable workflow."
How reconciliation works in CleverBalance
Upload your files
(bank, vendor, customer, intercompany, credit card, or 26AS TDS)
Upload books / ledger
Map columns once
Run reconciliation
CleverBalance then:
- Matches transactions automatically
- Applies AI analysis for complex cases
- Separates matched and unmatched transactions clearly
- Review matched & unmatched
- Export Excel reports
See real reconciliation scenarios
Explore industry-specific demos based on real-world data patterns.
Simple pricing for all reconciliation workflows
One account for your team. Clear monthly pricing across all reconciliation types.
Plans start at
From reconciliation to financial control
Reconciliation is the starting point.
CleverBalance brings all reconciliation workflows into one system — and will expand to:
Journal entry workflows
Finance reports
Ledger-level controls
Reconciled. Verified. Trusted.
The future of financial data integrity.
All built on the same foundation of clean, reconciled data.
Run your next reconciliation in minutes
From bank to intercompany — stop managing spreadsheets and start reconciling with confidence.
No credit card • 14 days free