VAT and sales tax reconciliation software
Click to view full sizeCleverBalance is a VAT and sales tax reconciliation tool for matching tax authority statements with accounting records. It helps finance teams compare portal or statutory exports against books of account, including invoices, tax ledgers, taxable amounts, tax amounts, tax codes, credits, adjustments, and reporting periods. The product identifies matched, unmatched, and exception records so users can review missing invoices, duplicate tax entries, wrong tax codes, period differences, jurisdiction differences, and possible underreported or overreported tax. Users upload tax authority statements and book exports, run reconciliation using matching rules and AI, review structured results, and download audit-ready Excel reports. The tool is positioned as an alternative to manual Excel-based tax reconciliation for recurring filing, review, correction, and compliance work.
Manual tax-to-books checks cause missed invoices, mismatches, and filing risk.
Matches authority statements with books and flags tax exceptions.
Finance teams, accountants, CA/CPA firms, and tax reviewers
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