Your Finance Team — Without the Overhead
Let ClearBalance automate your books and show you exactly where you stand — every single day.
Everything you need for financial clarity
From automated bookkeeping to strategic CFO services, we provide the complete financial infrastructure your business needs to thrive.
AI + Automation
Integrates with your systems: bank, payroll, tools you already use
Real-time dashboards, smart alerts, and clean books
- Automated transaction categorization
- Smart reconciliation
- Real-time financial dashboards
- Intelligent alerts and notifications
AI + Automation
Integrates with your systems: bank, payroll, tools you already use
Real-time dashboards, smart alerts, and clean books
- Automated transaction categorization
- Smart reconciliation
- Real-time financial dashboards
- Intelligent alerts and notifications
Outsourced Bookkeeping
Daily transaction recording, reconciliations, AP/AR
Monthly financials with controller-level review
- Daily transaction processing
- Monthly financial statements
- Accounts payable/receivable
- Expert controller oversight
Outsourced Bookkeeping
Daily transaction recording, reconciliations, AP/AR
Monthly financials with controller-level review
- Daily transaction processing
- Monthly financial statements
- Accounts payable/receivable
- Expert controller oversight
Strategic CFO Services
Budgeting, forecasting, and cash flow strategy
KPI dashboards, capital planning, investor reporting
- Financial planning & analysis
- Cash flow forecasting
- Investor-ready reports
- Strategic business insights
Strategic CFO Services
Budgeting, forecasting, and cash flow strategy
KPI dashboards, capital planning, investor reporting
- Financial planning & analysis
- Cash flow forecasting
- Investor-ready reports
- Strategic business insights
Lightning Fast
Get up and running in 48 hours with our streamlined onboarding process.
Lightning Fast
Get up and running in 48 hours with our streamlined onboarding process.
Bank-Level Security
Your financial data is protected with enterprise-grade security and encryption.
Bank-Level Security
Your financial data is protected with enterprise-grade security and encryption.
24/7 Monitoring
Continuous monitoring ensures your books are always accurate and up-to-date.
24/7 Monitoring
Continuous monitoring ensures your books are always accurate and up-to-date.
Our Purpose
We believe every business deserves clear, accurate financial insights to make confident decisions.
Our Mission
At ClearBalance, our mission is to provide clear, accurate, and timely accounting solutions that empower businesses to make confident, informed financial decisions. We're committed to integrity, transparency, and personalized service.
Our Vision
Our vision is to be the trusted standard in accounting excellence — simplifying financial clarity to improve business decisions and drive long-term success.
Why Choose ClearBalance?
How It Works
Get started with ClearBalance in four simple steps and transform your business operations.
Connect Your Systems
Link your bank accounts, payroll, and existing accounting software in minutes.
Secure, read-only access to your financial data
Connect Your Systems
Link your bank accounts, payroll, and existing accounting software in minutes.
Secure, read-only access to your financial data
AI + Expert Oversight
Our AI handles daily bookkeeping while expert accountants review everything.
Automated categorization with human verification
AI + Expert Oversight
Our AI handles daily bookkeeping while expert accountants review everything.
Automated categorization with human verification
Instant Visibility
Access real-time dashboards and receive monthly financial statements.
Always know where your business stands financially
Instant Visibility
Access real-time dashboards and receive monthly financial statements.
Always know where your business stands financially
Strategic Support
Add CFO-level strategic services as your business grows and needs evolve.
Scale your financial team without the overhead
Strategic Support
Add CFO-level strategic services as your business grows and needs evolve.
Scale your financial team without the overhead
Simple, Transparent Pricing
Choose the plan that fits your business needs. All plans include our core automation and can be customized for larger teams or multi-entity businesses.
Core
Automated Bookkeeping
- Automated transaction categorization
- Bank reconciliation
- Monthly financial statements
- Real-time dashboard
- Email support
- Basic reporting
Core
Automated Bookkeeping
- Automated transaction categorization
- Bank reconciliation
- Monthly financial statements
- Real-time dashboard
- Email support
- Basic reporting
Plus
Bookkeeping + Controller Oversight
- Everything in Core
- Dedicated controller review
- Accounts payable/receivable
- Advanced reporting & analytics
- Priority support
- Custom integrations
- Monthly strategy calls
Plus
Bookkeeping + Controller Oversight
- Everything in Core
- Dedicated controller review
- Accounts payable/receivable
- Advanced reporting & analytics
- Priority support
- Custom integrations
- Monthly strategy calls
Advisory
Strategic CFO Services
- Financial planning & analysis
- Cash flow forecasting
- Budget planning & variance analysis
- KPI dashboards
- Investor reporting
- Capital planning support
- Strategic business insights
Advisory
Strategic CFO Services
- Financial planning & analysis
- Cash flow forecasting
- Budget planning & variance analysis
- KPI dashboards
- Investor reporting
- Capital planning support
- Strategic business insights
Enterprise & Custom Solutions
Need something more? We offer custom pricing for larger teams, multi-entity businesses, and specialized industry requirements.
Trusted by Growing Businesses
See what our clients say about running their business with ClearBalance.
“ClearBalance gave us control of our financials without hiring in-house. It's like having a modern finance team on-demand.”
Sarah Chen
CEO, TechStart Inc.
“ClearBalance gave us control of our financials without hiring in-house. It's like having a modern finance team on-demand.”
Sarah Chen
CEO, TechStart Inc.
“The AI automation is incredible, but having real experts review everything gives us complete confidence in our books.”
Michael Rodriguez
Founder, GrowthCo
“The AI automation is incredible, but having real experts review everything gives us complete confidence in our books.”
Michael Rodriguez
Founder, GrowthCo
“We went from spending 20 hours a month on bookkeeping to having real-time insights. Game changer for our business.”
Emily Johnson
CFO, ScaleUp Solutions
“We went from spending 20 hours a month on bookkeeping to having real-time insights. Game changer for our business.”
Emily Johnson
CFO, ScaleUp Solutions
Ready for instant financial clarity?
Join hundreds of businesses that have transformed their financial operations with ClearBalance. Get started in minutes, see results in days.