CleverBalance — 26AS TDS Reconciliation

About

CleverBalance 26AS TDS Reconciliation helps finance teams and accounting firms automatically reconcile Form 26AS with books of accounts, eliminating the need for manual, spreadsheet-based comparison. Users simply upload their 26AS statement and books data, and the platform handles data cleaning, deductor name normalization, and structured reconciliation through a powerful rule-based engine. The system matches transactions using key parameters like deductor name, invoice date, and amount, while also supporting complex scenarios such as contra entries and multi-to-multi matches. For unresolved cases, AI-assisted analysis identifies patterns and suggests accurate matches without compromising audit reliability. Final outputs are clearly categorized into matched and unmatched records, available both in the UI and as downloadable Excel reports. The key benefits include significant time savings, reduced manual errors, improved accuracy, and audit-ready reconciliation outputs. Teams can focus only on real exceptions instead of reviewing entire datasets. What makes CleverBalance unique is its hybrid approach—combining deterministic rule-based reconciliation with controlled AI assistance. This ensures high accuracy, transparency, and trust, while still handling complex edge cases that traditional tools and spreadsheets fail to resolve.

Problem & solution

Who it's for

For finance teams, CAs, and firms handling high-volume 26AS TDS reconciliation with accuracy.

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