Self-serve reconciliation for finance teams
CleverBalance is a self-serve reconciliation platform built for finance teams and accounting firms. Upload bank and books data, run reconciliation instantly, and download clean matched and unmatched reports — all within a secure, collaborative workspace.
Features:
Instant Bank Reconciliation
Upload bank and books statements (CSV/Excel) and run reconciliation within minutes.
Clear Matched & Unmatched Outputs
Structured results inside the UI with downloadable Excel reports for audit and review.
Team Workspace with Roles & Access Logs
Invite members, assign roles (Owner/Admin/Member), and track account activity.
Bank reconciliation is just the starting point. CleverBalance is evolving into a broader finance operations platform with future plans for additional reconciliation types and finance utilities.
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