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CleverBalance

cleverbalance.ai

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Spec score 7.7 #18 of 43 in Intercompany Accounting Software

Spec sheet

Purpose
CleverBalance helps finance teams and accounting firms reconcile financial data against their books.Read 9 Oct 2026 · cleverbalance.ai
Trial
The maker offers a 14-day free trial with no credit card required.Read 9 Oct 2026 · cleverbalance.ai
Integrations
The site describes uploading files exported from accounting systems or spreadsheets; it does not name specific software integrations on the opened pages.Read 9 Oct 2026 · cleverbalance.ai
Security
The privacy policy says data is encrypted in transit and at rest, with access controls, least-privilege principles, and continuous monitoring.Read 9 Oct 2026 · cleverbalance.ai
Support
Paid plans include email and chat support, with priority support on Professional and Enterprise plans.Read 9 Oct 2026 · cleverbalance.ai
Headquarters
Mumbai, IndiaRead 28 Sep 2026 · cleverbalance.ai
Data retention
Uploaded data and reports remain accessible while an account is active, and plan-level retention periods range from 6 to 24 months.Read 9 Oct 2026 · cleverbalance.ai
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.Read 9 Oct 2026 · cleverbalance.ai
Limits
Starter and Growth cap monthly reconciliations and each paid plan specifies a maximum number of rows per file.Read 9 Oct 2026 · cleverbalance.ai
Matching
Transactions are matched using system rules and AI-assisted analysis, including analysis of complex cases.Read 9 Oct 2026 · cleverbalance.ai
Reconciliation types
The product supports bank, vendor, customer, intercompany, credit card, VAT/sales tax, and 26AS TDS reconciliation.Read 9 Oct 2026 · cleverbalance.ai
Reports
The product provides matched and unmatched outputs and downloadable audit-ready Excel reports.Read 9 Oct 2026 · cleverbalance.ai
Users
The maker says the product is intended for companies, finance teams, and CA/CPA firms, with plans for solo users through large enterprises.Read 9 Oct 2026 · cleverbalance.ai
Workflow
Users upload CSV or Excel data and ledger exports, map columns, run reconciliation, review results, and export reports.Read 9 Oct 2026 · cleverbalance.ai

Plans and prices

Free trial Free Limited reconciliations during trial · no credit card required Read 9 Oct 2026 · cleverbalance.ai
Enterprise Price not published monthly Unlimited reconciliations · max 500,000 rows/file · 15 users · 24 months data retention Read 9 Oct 2026 · cleverbalance.ai
Growth Price not published monthly Up to 50 reconciliations/month · max 25,000 rows/file · 5 users · 12 months data retention Read 9 Oct 2026 · cleverbalance.ai
Professional Price not published monthly Unlimited reconciliations · max 100,000 rows/file · 10 users · 18 months data retention Read 9 Oct 2026 · cleverbalance.ai
Starter Price not published monthly Up to 20 reconciliations/month · max 10,000 rows/file · 3 users · 6 months data retention Read 9 Oct 2026 · cleverbalance.ai

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