Built for finance teams who value accuracy and trust

CleverBalance is a financial control platform built to remove manual effort from reconciliation — while preserving the rigor, clarity, and auditability finance teams depend on.
We believe finance software should be predictable, professional, and dependable — not fragile or over-engineered.

Our story

Born from real reconciliation pain

CleverBalance was built inside Cointab, a company that spent years operating in high-volume, transaction-heavy financial environments.

Before CleverBalance, we:

  • Built a payments product with 1M+ users
  • Ran large-scale reconciliation workflows
  • Struggled daily with Excel-heavy processes

Bank reconciliation was manual, time-consuming, and error-prone. It was difficult to audit and impossible to scale.

We didn’t want another spreadsheet template. We wanted a clean, repeatable system that finance teams could trust.

So we built CleverBalance — first for ourselves, and then for others.

System active

CleverBalance matching

100% Reliable

To make financial reconciliation fast, clear, and dependable — without spreadsheets

We believe finance teams should spend their time reviewing results and making decisions — not maintaining formulas, fixing broken files, or chasing mismatches.

CleverBalance exists to bring order, clarity, and confidence to everyday finance operations.

Experienced foundation

Built by the team behind Cointab

CleverBalance is built by the same team that created Cointab — a company with deep experience in payments, reconciliation, and finance operations.

High-volume systems

Designed systems that handle high transaction volumes across millions of payments.

Finance-centric approach

Worked closely with finance teams and accounting firms to understand real-world workflows.

Audit-sensitive environments

Built reconciliation software used in real-world, audit-sensitive environments

That experience shapes every decision we make in CleverBalance — from product design to pricing to data handling. We’re a focused, lean team building long-term financial infrastructure.

Core leadership

Vinit Maniar

Vinit Maniar

CEO

Gaurav Bansal

Gaurav Bansal

CTO

Arul Sundarraj

Arul Sundarraj

VP Engineering

10+ Years

In operation

What guides how we build CleverBalance

Accuracy over cleverness

Finance tools must be correct first. We prioritize predictable, explainable outcomes over flashy features.

Simplicity

If a finance professional can’t understand it quickly, it doesn’t belong in the product.

Trust and transparency

Clear pricing. Clear workflows. No hidden behavior.

Team-first design

Finance work is collaborative. CleverBalance is built for shared visibility, not individual silos.

Long-term thinking

We’re building durable systems meant to support finance teams for years — not short-lived experiments.

Help build dependable financial software

We’re always looking for thoughtful builders who care about correctness, clarity, and real-world impact. If you enjoy solving hard problems quietly and well, you’ll fit right in.

Get in touch

Want to partner, ask questions, or learn more?

Our team is here to help you understand how CleverBalance can fit into your finance workflow or discuss potential partnerships.

Contact us

Start reconciling with clarity and confidence

Replace spreadsheets with a cleaner, faster way to run bank reconciliation.

Start bank reconciliation for free

No credit card • 14-day free trial