Freedom251 › Intercompany Accounting Software
CleverBalance
What CleverBalance is
CleverBalance is a web-based reconciliation service for companies, finance teams, and accounting firms. It handles bank, vendor, customer, intercompany, credit card, VAT or sales tax, and 26AS TDS reconciliation. Users upload CSV or Excel files and ledger exports, map columns, run reconciliation, review matched and unmatched transactions, and export audit-ready Excel reports. Matching combines system rules with AI-assisted analysis, including complex cases. The maker offers a 14-day free trial without a credit card; the trial plan is free and includes limited reconciliations. Starter and Growth cap monthly reconciliations, while every paid plan limits rows per file. Professional and Enterprise offer unlimited reconciliations within their stated row limits. Uploaded data remains accessible while an account is active, with plan retention periods from 6 to 24 months. Paid plans include email and chat support, with priority support on Professional and Enterprise. CleverBalance is headquartered in Mumbai, India.
Who it suits
CleverBalance suits finance teams, companies, and CA or CPA firms handling several reconciliation types. It can fit solo users through large enterprises, according to the maker.
What it does well
- Supports seven reconciliation categories
- AI-assisted matching handles complex cases
- Exports audit-ready Excel reports
- 14-day trial requires no credit card
- Data encrypted in transit and at rest
What to know first
- No free plan beyond limited trial use
- Starter and Growth cap reconciliations
- Each plan limits rows per file
Plans
| Plan | Billed and limits | Price |
|---|---|---|
| Free trial | Limited reconciliations during trial · no credit card required | Free |
| Starter | monthly · Up to 20 reconciliations/month · max 10,000 rows/file · 3 users · 6 months data retention | On request |
| Growth | monthly · Up to 50 reconciliations/month · max 25,000 rows/file · 5 users · 12 months data retention | On request |
| Professional | monthly · Unlimited reconciliations · max 100,000 rows/file · 10 users · 18 months data retention | On request |
| Enterprise | monthly · Unlimited reconciliations · max 500,000 rows/file · 15 users · 24 months data retention | On request |
As cleverbalance.ai lists them, read 9 Oct 2026. The maker's own page has the final word.
Verdict
CleverBalance organizes file-based reconciliation with matching, review, and report export in one web workflow. Buyers should compare row limits, reconciliation caps, retention periods, and unlisted paid pricing.
Facts from CleverBalance's own pages
- 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
- 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
- Headquarters
- Mumbai, India · cleverbalance.ai, 28 Sept 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
- Limits
- Starter and Growth cap monthly reconciliations and each paid plan specifies a maximum number of rows per file. · 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
- 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
- Reports
- The product provides matched and unmatched outputs and downloadable audit-ready Excel reports. · 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
- 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
- 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
- Workflow
- Users upload CSV or Excel data and ledger exports, map columns, run reconciliation, review results, and export reports. · cleverbalance.ai, 9 Oct 2026
Where CleverBalance stands on Freedom251
- Intercompany Accounting Software#11 of 43