One platform for all your reconciliations
CleverBalance is designed to be the single workspace where all financial reconciliations live. Start with bank reconciliation today — and expand to other reconciliation types as your needs grow.
The platform automatically matches transactions using rule-based logic and AI-assisted analysis, helping finance teams close reconciliations faster and focus only on true exceptions.
Built for finance teams and accounting firms that want speed, clarity, and trust — without spreadsheets.
No credit card • 14-day free trial
Bank statement
CSV or Excel files
Books / Ledger
ERP or software export
Reconciled output
Clean, audit-ready excel reports
Available now
You can start using these reconciliations immediately.
Bank reconciliation
Fast, automated bank reconciliation — without excel
Reconcile bank statements against your books in minutes:
Upload bank statement and ledger files
Matches transactions using system rules
Uses AI to analyze complex unmatched cases
Separates matched and unmatched transactions clearly
Generates clean, audit-ready Excel reports
Built for teams, not solo spreadsheets
This is the foundation of CleverBalance — and where most teams start.
Coming soon
Additional reconciliation types are actively being built to make CleverBalance a complete reconciliation platform.
Ledger reconciliation
Ensure ledger-to-ledger consistency
Reconcile:
Sub-ledgers vs general ledger
Internal ledgers across systems
Month-end balances with confidence
Designed for teams managing multiple systems or growing financial complexity.
26AS TDS reconciliation
Simplify tax reconciliation and compliance
Reconcile:
26AS statements
TDS entries in books
Differences, missing credits, and mismatches
Built to reduce manual tax reconciliation work and improve accuracy during filings.
Why finance teams choose CleverBalance
One workspace for all reconciliations
Automated transaction matching using system rules and AI
Consistent outputs across reconciliation types
Team-based access with clear roles
Audit-friendly history and access logs
Predictable pricing
Built to replace Excel, not coexist with it
As new reconciliation types are added, they appear automatically in the same workspace — no new tools to learn.
From reconciliation to financial control
CleverBalance is evolving into a broader financial operations platform that helps teams:
Maintain pristine financial records automatically
Reduce month-end closing time by 70%
Eliminate repetitive human error in matching
Full traceability for every transaction
Everything starts with accurate reconciliation — and that’s what CleverBalance is built for.
Start with bank reconciliation today
Run your first reconciliation in minutes — no setup, no credit card.