Works with the accounting systems and banks you already use
Export transactions from your accounting software and download your bank statement.
Upload both files to CleverBalance and reconcile instantly.
No integrations required. No complicated setup.
Just export → upload → reconcile.
No credit card • 14-day free trial
Accounting software export
Bank statement download
Upload both files
Run reconciliation
Matched / Unmatched results
Excel reports
Use the files you already have.
Bank reconciliation with leading accounting software
Export ledger or transaction reports from your accounting system and upload them directly to CleverBalance.
QuickBooks Online
Reconcile QuickBooks exports with bank statements and generate clean matched and unmatched reports.
Zoho Books
Run bank reconciliation using Zoho Books transaction exports.
Tally
Reconcile Tally ledger exports with bank statements in minutes.
NetSuite
Reconcile NetSuite account exports with bank statements using CleverBalance.
FreshBooks
Match FreshBooks ledger exports with bank statements automatically.
Wave
Reconcile Wave accounting exports with bank statements without spreadsheets.
Odoo
Upload Odoo accounting exports and run automated reconciliation.
Sage
Reconcile Sage ledger exports with bank statements quickly and reliably.
Bank reconciliation with statements from major banks
Download statements from your bank and upload them directly into CleverBalance. The platform handles variations in bank formats automatically.
Chase Bank
Reconcile Chase bank statements with your accounting records quickly and accurately.
Bank of America
Match Bank of America statement transactions with ledger entries automatically.
Wells Fargo
Upload Wells Fargo statements and reconcile them with your books in minutes.
HSBC
Reconcile HSBC bank statements with ledger exports without spreadsheet templates.
Citibank
Run automated reconciliation using Citibank statement exports.
Barclays
Reconcile Barclays statements with accounting exports using CleverBalance.
Standard Chartered
Match Standard Chartered statements with ledger transactions instantly.
ICICI Bank
Reconcile ICICI bank statements with ledger exports without manual formulas.
HDFC Bank
Run reconciliation using HDFC bank statements and accounting exports.
Why CleverBalance works with exports instead of integrations
Many reconciliation tools require direct integrations.
But integrations often introduce complexity:
CleverBalance keeps things simple.
Export the reports finance teams already use and upload them directly.
This keeps reconciliation:
Handles real-world financial data
Bank statements and ledger exports rarely look perfect.
They often include:
CleverBalance automatically prepares and normalizes these files before reconciliation.
No spreadsheet cleanup required.
How reconciliation works with any system and any bank
Six simple steps to complete reconciliation in minutes
Export transactions from your accounting software.
Download your bank statement.
Upload both files into CleverBalance.
Run reconciliation instantly.
Review matched and unmatched transactions.
Download structured Excel reports.
That's it.
Your reconciliation is complete
See how reconciliation works in practice
Explore real reconciliation demos built with realistic bank statements and ledger exports across industries.
View live demos