CleverBalance
The facts below are what the maker publishes about CleverBalance, checked and dated. Our editors have not written about it yet.
Plans and prices
From CleverBalance's own pricing page, checked 9 Oct 2026.
| Plan | Price | What it gives you |
|---|---|---|
| Free trial | Free | Limited reconciliations during trial · no credit card required |
| Enterprise | — | Unlimited reconciliations · max 500,000 rows/file · 15 users · 24 months data retention · monthly |
| Growth | — | Up to 50 reconciliations/month · max 25,000 rows/file · 5 users · 12 months data retention · monthly |
| Professional | — | Unlimited reconciliations · max 100,000 rows/file · 10 users · 18 months data retention · monthly |
| Starter | — | Up to 20 reconciliations/month · max 10,000 rows/file · 3 users · 6 months data retention · monthly |
The facts
Each one read from CleverBalance's own pages, with the date it was checked.
What it does
- Data retention
- Uploaded data and reports remain accessible while an account is active, and plan-level retention periods range from 6 to 24 months.checked 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.checked 9 Oct 2026
- Integrations
- The site describes uploading files exported from accounting systems or spreadsheets; it does not name specific software integrations on the opened pages.checked 9 Oct 2026
- Limits
- Starter and Growth cap monthly reconciliations and each paid plan specifies a maximum number of rows per file.checked 9 Oct 2026
- Matching
- Transactions are matched using system rules and AI-assisted analysis, including analysis of complex cases.checked 9 Oct 2026
- Purpose
- CleverBalance helps finance teams and accounting firms reconcile financial data against their books.checked 9 Oct 2026
- Reconciliation types
- The product supports bank, vendor, customer, intercompany, credit card, VAT/sales tax, and 26AS TDS reconciliation.checked 9 Oct 2026
- Reports
- The product provides matched and unmatched outputs and downloadable audit-ready Excel reports.checked 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.checked 9 Oct 2026
- Support
- Paid plans include email and chat support, with priority support on Professional and Enterprise plans.checked 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.checked 9 Oct 2026
- Workflow
- Users upload CSV or Excel data and ledger exports, map columns, run reconciliation, review results, and export reports.checked 9 Oct 2026
The company
- Headquarters
- Mumbai, Indiachecked 28 Sep 2026
Money
- Trial
- The maker offers a 14-day free trial with no credit card required.checked 9 Oct 2026
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