Vinit Maniar

CleverBalance - Self-serve bank reconciliation for modern finance teams

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CleverBalance helps finance teams automate bank reconciliation without Excel chaos. Upload your bank statement and ledger, auto-match transactions, review matched and unmatched items, and download audit-ready reports in minutes. No implementation, no per-reconciliation billing. Start with a 14-day free trial — no credit card required.

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Vinit Maniar
Maker
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Hi ProductHunt We’re excited to launch CleverBalance — a simple, self-serve bank reconciliation tool built specifically for finance teams and accounting firms. Why we built this For years, we built Cointab, a custom reconciliation engine for complex, high-volume transaction matching. While working with finance teams, we kept hearing the same request: “We don’t need heavy customization. We just want a clean tool for bank reconciliation.” “We’re tired of doing this in Excel.” So we decided to build something simpler. What CleverBalance does CleverBalance helps you: • Upload your bank statement • Upload your books / ledger • Automatically match transactions (1:1, 1:N, N:1, M:N) • Clearly see matched and unmatched items • Download structured, audit-ready reports No per-reconciliation billing. No implementation project. No complex setup. Just a clean workflow designed for monthly close. Who it’s for - Finance teams in growing companies - Controllers closing monthly books - Startups building their finance function - CPA / accounting firms managing multiple clients If you’re still reconciling bank statements in Excel, CleverBalance is built for you. Pricing We use simple monthly pricing (users included). You can start with a 14-day free trial — no credit card required. What we’d love from the PH community We’d especially appreciate feedback on: - Matching logic clarity - Report outputs - Pricing simplicity - UX for non-technical finance users We’re builders at heart and would love honest input. Thank you for checking us out. — Team CleverBalance Built by the makers of Cointab