See customer reconciliation in action

Explore how CleverBalance matches customer receipts, collections, and statements with invoices across industries, handling partial payments, bulk collections, and real-world scenarios.

Start customer reconciliation for freeTry with your own data

No credit card and 14-day free trial

Upload customer statement / collection data

Upload books (AR ledger)

Select date, identifier, and amount columns

Run reconciliation

Review matched (invoice to receipt) transactions

Identify unmatched items

Download audit-ready output

What each demo shows

Each demo walks through a complete customer reconciliation flow, from upload to final output.

Upload customer statement / collection data

1

Upload books (AR ledger)

2

Select date, identifier, and amount columns

3

Run reconciliation

4

Review matched (invoice to receipt) transactions

5

Identify unmatched items

6

Download audit-ready output

7

You will see how invoices and receipts are mapped clearly, without manual tracking.

Customer reconciliation across industries

Select your industry to see how customer payments and collections are reconciled against invoices.

eCommerce (D2C brands)

Credit card reconciliation for ad spends, logistics payments, refunds, and platform charges.

Retail (single / multi-store)

Credit card reconciliation for store expenses, vendor payments, and recurring charges.

Restaurants and QSR

Credit card reconciliation for supplier payments, utilities, and frequent small transactions.

Grocery and FMCG distribution

Credit card reconciliation for operational expenses, transport costs, and recurring vendor payments.

Manufacturing

Credit card reconciliation for procurement expenses, service charges, and maintenance costs.

B2B wholesale / trading

Credit card reconciliation for business expenses, logistics payments, and vendor charges.

Logistics and transport

Credit card reconciliation for fuel payments, tolls, and travel expenses.

Healthcare (clinics/hospitals)

Credit card reconciliation for medical supplies, services, and operational expenses.

Pharma distribution

Credit card reconciliation for distributor expenses, fees, and recurring charges.

Education (schools/coaching)

Credit card reconciliation for subscriptions, utilities, and administrative expenses.

Real estate and construction

Credit card reconciliation for site expenses, vendor payments, and service charges.

Professional services (agencies/consultancies)

Credit card reconciliation for subscriptions, tools, and operational expenses.

IT services and software companies

Credit card reconciliation for SaaS tools, cloud costs, and subscriptions.

SaaS (subscriptions)

Credit card reconciliation for recurring subscriptions, refunds, and platform charges.

Non-profits / NGOs

Credit card reconciliation for program expenses, subscriptions, and donations-related charges.

Hotels and travel

Credit card reconciliation for bookings, cancellations, and travel-related expenses.

Events and entertainment

Credit card reconciliation for event expenses, vendor payments, and refunds.

Automotive (dealers/service centers)

Credit card reconciliation for parts purchases, service costs, and operational expenses.

Import / export

Credit card reconciliation for international charges, fees, and logistics expenses.

Accounting / CA / CPA firms (multi-client)

Credit card reconciliation for multiple clients with varied formats and expense tracking needs.

Try customer reconciliation with your own data

Upload your customer data and books to see real results on your own collections, no setup required.

Start free trialUpload your files

No credit card and works with CSV and Excel files

Get clarity on your collections, instantly

Whether it is partial payments, unapplied receipts, or mismatches, CleverBalance helps you identify and resolve them in minutes.

Start customer reconciliation for free

No credit card and 14-day free trial