What is CleverBalance?

CleverBalance is a self-serve financial control platform built to simplify and modernize reconciliation workflows for finance teams and accounting firms. At launch, the platform focuses on bank reconciliation, helping teams move away from manual, Excel-heavy processes that are time-consuming and error-prone. Instead of relying on spreadsheets, users can sign up instantly, upload bank statements and books statements in CSV or Excel format, and run reconciliation within minutes. Results are presented clearly inside the platform, with structured views of matched and unmatched transactions. This makes discrepancies easier to identify, review, and take action on. Users can download detailed Excel reports for sharing, documentation, internal review, or audit requirements. CleverBalance is designed for clarity and collaboration. Organizations can invite team members into a shared workspace, assign roles such as Owner, Admin, or Member, and track activity through access logs for better visibility and control across the team. The product is guided by five core principles: speed, clarity, zero friction, trust, and scalability. It delivers results quickly, provides clean outputs, requires no complex setup, supports audit-friendly reporting, and creates a centralized workspace where reconciliations can be managed consistently over time. Bank reconciliation is just the starting point, with plans to expand into additional reconciliation types and broader finance utilities for growing teams.

CleverBalance's Core Features