Tech riderRev. 9 Oct 2026
CleverBalance
- 1Runs onWeb
- 2Costsfree trial
- 3Transaction matchingYes
- 4Reconciliation workflowsYes
4 lines stated Written from the maker's own pages: cleverbalance.ai
Overview
CleverBalance is ranked #12 of 41 in intercompany accounting software on Specifiction. It runs on Web. There is no free plan. A free trial is offered.
CleverBalance plans and pricing
All plansFree trial Free Limited reconciliations during trial · no credit card required cleverbalance.ai · 9 Oct 2026
Starter monthly Up to 20 reconciliations/month · max 10,000 rows/file · 3 users · 6 months data retention cleverbalance.ai · 9 Oct 2026
Growth monthly Up to 50 reconciliations/month · max 25,000 rows/file · 5 users · 12 months data retention cleverbalance.ai · 9 Oct 2026
Professional monthly Unlimited reconciliations · max 100,000 rows/file · 10 users · 18 months data retention cleverbalance.ai · 9 Oct 2026
Enterprise monthly Unlimited reconciliations · max 500,000 rows/file · 15 users · 24 months data retention cleverbalance.ai · 9 Oct 2026
Compared on intercompany accounting software
- Free plan
- Nocleverbalance.ai
- Transaction matching
- Yescleverbalance.ai
- Reconciliation workflows
- Yescleverbalance.ai
Facts
- Purpose
- CleverBalance helps finance teams and accounting firms reconcile financial data against their books.cleverbalance.ai · 9 Oct 2026
- Reconciliation types
- The product supports bank, vendor, customer, intercompany, credit card, VAT/sales tax, and 26AS TDS reconciliation.cleverbalance.ai · 9 Oct 2026
- Matching
- Transactions are matched using system rules and AI-assisted analysis, including analysis of complex cases.cleverbalance.ai · 9 Oct 2026
- Workflow
- Users upload CSV or Excel data and ledger exports, map columns, run reconciliation, review results, and export reports.cleverbalance.ai · 9 Oct 2026
- Reports
- The product provides matched and unmatched outputs and downloadable audit-ready Excel reports.cleverbalance.ai · 9 Oct 2026
- Users
- The maker says the product is intended for companies, finance teams, and CA/CPA firms, with plans for solo users through large enterprises.cleverbalance.ai · 9 Oct 2026
- Integrations
- The site describes uploading files exported from accounting systems or spreadsheets; it does not name specific software integrations on the opened pages.cleverbalance.ai · 9 Oct 2026
- Security
- The privacy policy says data is encrypted in transit and at rest, with access controls, least-privilege principles, and continuous monitoring.cleverbalance.ai · 9 Oct 2026
- Data use
- The privacy policy says uploaded financial data is processed to perform reconciliation and generate requested outputs, remains the customer's property, and is not used for unrelated advertising or profiling.cleverbalance.ai · 9 Oct 2026
- Data retention
- Uploaded data and reports remain accessible while an account is active, and plan-level retention periods range from 6 to 24 months.cleverbalance.ai · 9 Oct 2026
- Support
- Paid plans include email and chat support, with priority support on Professional and Enterprise plans.cleverbalance.ai · 9 Oct 2026
- Trial
- The maker offers a 14-day free trial with no credit card required.cleverbalance.ai · 9 Oct 2026
- Limits
- Starter and Growth cap monthly reconciliations and each paid plan specifies a maximum number of rows per file.cleverbalance.ai · 9 Oct 2026
Company
- Headquarters
- Mumbai, Indiacleverbalance.ai · 28 Sept 2026
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Where it ranks on Specifiction
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Sources
- cleverbalance.ai· checked 9 Oct 2026
- cleverbalance.ai/pricing· checked 9 Oct 2026
- cleverbalance.ai/privacy· checked 9 Oct 2026