CleverBalance

6.6easy start · #10of 41
in Intercompany Accounting Software

Free to practise onno
Free trialyes
Well documentedyes
Runs where you workno

Runs on Web.

CleverBalance is ranked #10 of 41 in intercompany accounting software on The Geeks Club. It runs on Web. There is no free plan. A free trial is offered.

CleverBalance plans and pricing

All plans

Free 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: No
Transaction matching: Yes
Reconciliation workflows: Yes

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The record

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

Where it ranks on The Geeks Club

Best Intercompany Accounting Software in 2026#10 of 41

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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