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What information is shown on the Reconciliation card on Home?

Last updated on Mar 12, 2026

Short Answer: The card shows "Reconciliation", a description, a Reconciliations list with names and Last run dates, blue "View report" links, and either "View all" or "New reconciliation".

PreRequisites

  1. Be signed in to your CleverBalance account.

  2. Be on the Home page.

Steps

  1. Open the Home page and locate the card titled "Reconciliation".
    The card displays the description: "AI-powered reconciliation for faster closes, audits, and reporting."

  2. Look at the Reconciliations section inside the card.
    Each item shows the reconciliation name, its Last run date (for example "Last run: 8 Sep 2025"), and a blue "View report" link.

  3. Check the primary action button at the bottom of the card.
    You will see either:

    • "New reconciliation" if no reconciliations exist, or

    • "View all" if reconciliations are already available.

Troubleshooting

  1. Text or buttons on the card are missing or incomplete.

    Likely Cause: The page did not fully load or you may be viewing a different account.

    Action: Refresh the page and verify the account initials in the top-right corner of the header.

Note: Common visible texts on the card include "Reconciliation", "AI-powered reconciliation for faster closes, audits, and reporting.", "Reconciliations", "Last run: 8 Sep 2025", "View report", "View all", and "New reconciliation".