CL
CleverBalance
Self-serve reconciliation for finance teams
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Click to view full sizeAbout CleverBalance
What is CleverBalance?
CleverBalance is a bank reconciliation software designed for finance teams and accounting firms to automate the process of matching bank statements with accounting books efficiently. The platform eliminates the need for manual data entry and spreadsheet formulas, providing a streamlined workflow that quickly generates audit-ready Excel reports. Users can upload bank statements and ledger exports, and CleverBalance's automated matching engine processes these to produce clear matched and unmatched outputs. The software is ideal for various industries, supporting specific reconciliation needs such as handling high-frequency transactions in eCommerce or managing milestone payments in construction. It offers a 14-day free trial without requiring credit card information, allowing users to experience the simplicity and reliability of its reconciliation process. Future plans include expanding features to encompass ledger reconciliation, inter-company matching, and finance reports, all aimed at enhancing financial data integrity and operational visibility.
Problem this tool solves
Spreadsheet bank reconciliation is manual, error-prone, and slow to audit.
How it solves the problem
Automates matching bank statements to books and exports audit-ready Excel reports.
Target Audience
Finance teams and accounting firms doing bank reconciliation.
Use Cases
- · Reconcile bank vs ledger quickly
- · Export audit-ready Excel reports
Main Features
Upload CSV/Excel statementsUpload ledger/ERP exportsAutomated matching engineMatched/unmatched reviewExcel audit-ready exports
Categories
Pricing
Pricing Type: Freemium
Makers
CL
@cleverbalancemarketing27842 karma
Analytics
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