One platform for all your reconciliations
CleverBalance is your single workspace for all financial reconciliations — from bank and tax to vendor, customer, intercompany, and credit card.
Upload your data, run reconciliation, and get clean matched and unmatched outputs in minutes. No spreadsheets. No manual checking.
Built for finance teams and accounting firms that want speed, clarity, and trust.
No credit card • 14-day free trial
Data uploads
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.
Vendor / Supplier Reconciliation
Ensure vendor balances are accurate and complete
Reconcile vendor statements with your books:
Match invoices with payments
Identify missing bills and duplicate entries
Handle split entries and settlements
Detect credit notes and adjustments
Clear matched and unmatched outputs
Customer reconciliation
Track collections and receivables with clarity
Reconcile customer data with your books:
Match receipts with invoices
Identify unapplied collections
Detect short or excess payments
Handle partial payments and bulk settlements
Clear visibility into receivables
Intercompany reconciliation
Match transactions between entities with confidence
Reconcile data between Entity A and Entity B:
Identify missing entries across entities
Detect mismatched balances
Handle netting and adjustments
Resolve timing differences
Credit card reconciliation
Reconcile card transactions with your books
Match credit card statements with accounting records:
Identify missing expenses
Handle refunds, fees, and reversals
Manage merchant description differences
Support split postings and grouped entries
Clear matched and unmatched outputs
26AS TDS reconciliation
Reconcile 26AS and books with clarity
Match TDS entries in your 26AS statement with your books of account:
Upload 26AS statement and books data
Automatically normalizes deductor names
Matches records using date, amount, and invoice logic
Handles grouped entries and adjustments
Uses AI to analyze complex open cases
Clearly separates matched and unmatched entries
Download audit-ready Excel reports
Built for finance teams and accounting firms handling tax reconciliation and compliance.
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
All your reconciliations — across different workflows — in one clean, consistent system.
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
As your reconciliation needs grow — across vendors, customers, entities, and transactions — everything stays in one system.
Start your first reconciliation today
From bank to intercompany — run your first reconciliation in minutes. No setup. No credit card.