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)

Customer reconciliation for marketplace collections, refunds, chargebacks, and settlement reports.

Retail (single / multi-store)

Customer reconciliation for POS collections, UPI payments, and daily settlement tracking.

Restaurants and QSR

Customer reconciliation for multiple small receipts, mixed payment modes, and daily closures.

Grocery and FMCG distribution

Customer reconciliation for distributor payments, partial settlements, and rolling balances.

Manufacturing

Customer reconciliation for large invoices, advance receipts, and milestone-based collections.

B2B wholesale / trading

Customer reconciliation for split payments, partial settlements, and invoice-to-payment mapping.

Logistics and transport

Customer reconciliation for trip-based billing, frequent collections, and aggregated payments.

Healthcare (clinics/hospitals)

Customer reconciliation for patient payments, insurance receipts, and refund adjustments.

Pharma distribution

Customer reconciliation for retailer payments, credit notes, and adjustment tracking.

Education (schools/coaching)

Customer reconciliation for fee collections, installments, and repeated payer tracking.

Real estate and construction

Customer reconciliation for milestone payments, advances, and large-value collections.

Professional services (agencies/consultancies)

Customer reconciliation for retainers, milestone billing, and client payments.

IT services and software companies

Customer reconciliation for invoice-based collections, foreign remittances, and delays.

SaaS (subscriptions)

Customer reconciliation for recurring subscriptions, refunds, and monthly billing cycles.

Non-profits / NGOs

Customer reconciliation for donations, grants, and receipt tracking.

Hotels and travel

Customer reconciliation for bookings, cancellations, and refund adjustments.

Events and entertainment

Customer reconciliation for ticket sales, event collections, and cancellations.

Automotive (dealers/service centers)

Customer reconciliation for service receipts, parts sales, and repeat customers.

Import / export

Customer reconciliation for large collections, forex receipts, and delayed settlements.

Accounting / CA / CPA firms (multi-client)

Customer reconciliation for multiple clients, varied formats, and AR tracking.

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