For CPA firms and bookkeeping teams
Bank reconciliation for CPA firms and bookkeepers, with real reviewer sign-off
A preparer who can also approve their own work isn't separation of duties; it's a formality. Clearing makes the reviewer someone other than the preparer, by rule, and keeps a shared audit trail across every client your team touches. When a partner or an external auditor asks who signed off on what, the answer is one line away.
Built for a team
The same tool solo bookkeepers use, with a team layer for CPA firms and bookkeeping practices
Every GreenBar tier is the complete tool. Pro does not hold back any reconciliation feature from Solo. It adds what a firm or a bookkeeping team needs on top: preparer and reviewer approvals and shared history.
Preparer and reviewer, enforced.
Whoever prepared a reconciliation can't be the one who signs it off. That is a rule the software holds, not a policy staff can click past under deadline pressure.
One audit trail across every client.
Every match, exception and sign-off goes into one record per client, and the record is sealed at close. Hand an external auditor the trail instead of rebuilding it from memory.
Infrastructure your firm controls.
Team sync is off by default. When an admin turns it on, it goes only to a server your firm hosts and controls, never to GreenBar.
Where client files go, for CPA firms and bookkeepers alike
Each preparer imports the bank and ledger exports as CSV or Excel and reconciles them on their own computer. Those files and their transactions stay on that machine. Clearing also learns matching rules for each client, those rules carry over month to month, and they stay on the machine too.
When your team turns sync on, it can share sign-off records, user accounts, client names and tax IDs, account names with masked numbers, and mapping templates. The sync settings do not control the audit trail. If your firm runs its own Clearing server and you sign in to it, your audit trail is copied to that server. It is never sent to GreenBar. If your team sets an organization passphrase, preparer and reviewer names and notes are encrypted so only your team can read them. Client files and transaction rows are not part of team sync, and they are never uploaded to GreenBar.
Clearing works from files you import. It does not connect to your bank out of the box. Live two-way QuickBooks Online and Xero sync is not shipped; file import works today.
For the plan-by-plan detail, see how client files stay off GreenBar's servers, for CPA firms and bookkeepers.
Sized to the practice
Pro and Firm for CPA firms and bookkeeping teams
Pro is $499/year or $55/month and covers up to 20 clients, with preparer and reviewer approvals and a shared audit history. Firm is $899/year or $89/month and extends that to 50 clients, with centralized audit history across every client and priority support. If one person does the work alone, Solo at $199/year covers up to 3 clients; see solo and multi-client bank reconciliation for bookkeepers and CPAs.
Compare Pro and Firm →Built by someone who's carried the sign-off
GreenBar's founder spent 25 years in finance before the reconciliation on one operating account, done by hand every month, buried him. The rule Clearing enforces, a preparer and a reviewer, always two different people, came out of knowing exactly what happens when that line gets blurred.
Read why it was built →Guides for firms
- Separate reviewer sign-off →
Reviewer sign-off
- Reconciliation that never uploads files →
Runs on your computer
- A month-end reconciliation routine →
Month-end routine
- Reconciling 15 QuickBooks clients at once →
Many clients, one week
Questions, answered
Questions CPA firms and bookkeepers ask about team bank reconciliation
- Can a CPA firm or bookkeeping team reconcile without uploading client files?
- Yes. Each preparer reconciles CSV or Excel exports on their own computer, and client files and transactions are never uploaded to GreenBar. Team sync is off by default, and when an admin turns it on, it goes only to a server your firm controls and does not carry client files or transaction rows.
- How does preparer and reviewer sign-off work for CPA firms and bookkeepers?
- On Pro and Firm, the person who prepared a reconciliation cannot also sign it off as the reviewer, and the software enforces that rule. Once a period is signed off it is sealed, and any later change shows in the trail.
- Can a preparer approve their own bank reconciliation in Clearing?
- Not on Pro or Firm. The preparer finishes the reconciliation and signs off as preparer, and a different person has to sign off as reviewer; the software enforces it. Solo has no team sign-ins, so the two-person rule needs Pro or Firm.
- What does the reviewer sign-off record in Clearing?
- The audit trail names the preparer and the reviewer, timestamps every item a person accepted, changed or rejected, and shows the confidence score and the signals (amount, date, vendor) behind each proposed match. The whole trail exports to PDF or CSV for a client or an auditor.
- How do I know if a reconciliation was changed after it was signed off?
- Each period is sealed at sign-off with a SHA-256 hash, and any change made afterward is recorded and shows in the trail. You can re-check the seal yourself, offline, with gbverify, GreenBar's free open-source verifier.
- How many clients do Pro and Firm cover for CPA firms and bookkeeping teams?
- Pro is $499/year or $55/month and covers up to 20 clients. Firm is $899/year or $89/month and extends that to 50 clients, with centralized audit history across clients and priority support. For more than 50 clients, contact us for volume pricing.
- What does team sync share for CPA firms and bookkeepers?
- Team sync is off by default. When an admin turns it on, it can share sign-off records, user accounts, client names and tax IDs, account names with masked numbers, and mapping templates with a server your firm hosts. Client files and transaction rows are not part of it. Separately, if your firm runs its own Clearing server and you sign in to it, your audit trail is copied to that server. It is never sent to GreenBar.
Real sign-off for CPA firms and bookkeeping teams, not a formality
Pro is $499/year and covers up to 20 clients. Client files and transactions are never uploaded to GreenBar.