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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Maker
📌
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