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Hi everyone,
I’m part of the team at CleverBalance, a self-serve bank reconciliation tool built for finance teams and accounting professionals. I’m really glad to be able to share this with the CPA community here.
We’ve just launched the platform after many conversations with CPAs and accounting teams who told us they wanted a simpler, cleaner alternative to spreadsheet-heavy monthly reconciliation. The common theme was clear - less Excel, fewer manual steps, and more clarity during close.
With CleverBalance, you can sign up, upload your bank and book statements (CSV/Excel), automatically match transactions (including grouped matches), review matched and unmatched items clearly, and download structured, audit-ready reports. No complex setup, just a straightforward workflow designed for monthly reconciliation.
If you’re open to trying it, we’d truly appreciate your honest feedback. Your input would mean a lot to us and will directly shape how we improve the product for CPA workflows.
Here’s the link: https://cleverbalance.ai/
Looking forward to hearing your thoughts, exchanging ideas, and learning from the community’s experience around reconciliation best practices.
Thank you so much for your time.
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