CleverBalance
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Featured Articles
How do I filter reconciliations by type, ‘Reconciliation for’, or ‘Run by’?
How do I set the Header row so the system reads my column names?
How do I set the role for people I add to the report?
How do I save the field mappings and apply them?
Someone says they can't view the report after I shared the link. What should I check?
How do I start a new intercompany reconciliation?
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 is designed to be the single workspace where all financial reconciliations live. Start with bank reconciliation today — and expand to other reconciliation types as your needs grow.
How do I filter the reconciliations list by type, account, or user?
How do I identify which account, date, and user a reconciliation run belongs to?
How do I run a new reconciliation?
How do I see which files were used for a reconciliation?
How do I view a reconciliation's report and run details?
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?
Reconcile TDS data efficiently by matching records, detecting mismatches, and ensuring accurate tax reporting in one streamlined workflow.
How do I edit an uploaded 26AS or books file before reconciliation?
How do I review and adjust party mappings and run reconciliation?
How do I start a new 26AS TDS reconciliation?
How do I upload and review my 26AS statement?
My TDS amounts look wrong or empty in the formatted preview — how do I fix that?
CleverBalance automates customer reconciliation by matching AR ledgers with customer data to detect missing receipts, mismatches, duplicates, and timing gaps—replacing manual Excel work.
How do I add a new customer from the New reconciliation page?
How do I run a new customer reconciliation?
How do I schedule the 10-minute guided setup?
How do I upload a Books / Books of accounts file?
How do I upload a Customer statement file?
CleverBalance automates intercompany reconciliation by matching Entity A vs B transactions to detect missing entries, mismatches, and timing differences—replacing manual Excel processes.
How do I filter reconciliations by type, ‘Reconciliation for’, or ‘Run by’?
How do I reset filters to show all reconciliations?
How do I start a new intercompany reconciliation?
How do I view reconciliations run by a specific user?
What does the Reconciliations page show and where do I run a reconciliation?
CleverBalance automates vendor reconciliation by matching AP ledgers with supplier statements to detect missing invoices, duplicates, mismatches, and timing gaps—replacing manual Excel processes.
How do I filter reconciliations by 'Reconciliation type', 'Reconciliation for', or 'Run by'?
How do I start a new reconciliation?
The '+ New reconciliation' button is missing or disabled — how do I get access to create reconciliations?
Where will reconciliations appear after I run them and how do I tell if any exist?
Why does the Reconciliations page show 'No reconciliations found'?
CleverBalance automates credit card reconciliation by matching statements with books to detect missing expenses, duplicates, errors, and timing gaps—replacing manual Excel processes.
How do I filter reconciliations by type, scope, or user?
How do I run a new credit card reconciliation?
How do I set 'Reconciliation type' to 'Credit card reconciliation'?
How do I view past reconciliations?
The '+ New reconciliation' button is missing or not clickable — what should I do?