CleverBalance
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Featured Articles
How long is a CleverBalance invitation valid?
What information is shown on the Reconciliation card on Home?
What does 'Amount representation' mean and how do I choose it?
How do I view an existing reconciliation report?
How do I view Security settings or Active sessions for my account?
How do I invite a new team member?
Manage your account with ease — sign up, log in, recover passwords, and keep your profile and sessions secure.
Do I have to accept the Terms and Privacy Policy to sign up?
How can I resend the verification email?
How do I create a CleverBalance account with my work email and password?
How do I sign up with Google?
How do I verify my email after signing up?
Discover everything CleverBalance has to offer. Explore AI-powered tools to reconcile financial data, automate workflows, collaborate with teams, and manage reconciliation beyond Excel.
How can I see all reconciliations?
How do I start a new reconciliation?
How do I view an existing reconciliation report?
What information is shown on the Reconciliation card on Home?
What should I do if "View report" or "New reconciliation" do not respond?
View important alerts, reconciliation updates, and workflow activity so your finance team never misses critical changes.
How do I open the Notifications page?
How do I open the report linked from a notification?
How do I see older notifications or change pages?
How do I view only unread notifications?
What does "Nothing new to see — yet." mean on the Notifications page?
Manage organisation details, add or update team members, and configure security settings to control access and protect your CleverBalance workspace.
How do I change my organization’s Country or Timezone?
How do I update my Organization name?
Where do I find the Organization settings page?
Why can't I save changes on the Organization page?`
Why can't I save changes on the Organization page?
CleverBalance lets you upload your bank statement and books, automatically matches transactions using system rules and AI, and gives you clean, audit-ready outputs without formulas, macros, or manual
How do I configure my Books / Books of accounts data before starting reconciliation?
How do I create a new bank reconciliation?
How do I edit the mappings for an uploaded file?
How do I map columns in the Bank statement file?
How do I map columns in the Books / Books of accounts file?