For bookkeepers and CPAs with a caseload
Bank reconciliation for bookkeepers and CPAs with many clients, without uploading client files
You're not reconciling one set of books, you're reconciling everyone's. Clearing matches the routine transactions for each client, learns matching rules from your corrections, and keeps those rules month to month. Once they are set, you only step in for the exceptions that need your judgment.
Built for a caseload
One client hands you 40 transactions. Another hands you 4,000.
Every client's books are different: different volume, different bank, different habits worth remembering. Clearing treats each one as its own account, not a variation on a template.
Clears the routine lines first.
Clearing matches in four passes: exact, reference, amount within a tolerance, and fuzzy description. That clears the routine transactions across an account, so you spend your time on the handful that need a real look. We do not publish a speed figure until we have a measured one from real closes.
Learns from your corrections.
What Clearing learns from your decisions stays on your computer and is never sent to GreenBar. The rules carry over month to month, so once they are set you only step in for the exceptions, and nothing trains a shared model across GreenBar customers.
One audit trail per client.
Every match carries its reasoning, and every close carries a named sign-off. When a client or their accountant asks why a number is what it is, you can show them and export the trail to PDF or CSV.
Every client's files stay on your computer, the same for bookkeepers and CPA firms
When you import bank and ledger exports as CSV or Excel, those files and their transaction rows stay on your computer and are not uploaded to GreenBar. Import, matching, suggestions and anomaly checks run on your computer and make no network call of their own. Background license and update checks send your license key, never client data, and Clearing keeps working offline if they fail. 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 no-upload bank reconciliation for bookkeepers and CPA firms.
Grows with your caseload
Start solo. Add a reviewer when you need one.
Solo runs the complete tool on one computer for up to 3 clients, with no GreenBar account and no sync. Once your caseload outgrows that, Pro adds a preparer and reviewer sign-off gate and room for up to 20 clients, and Firm goes up to 50 clients with centralized audit history. Team sync on Pro and Firm is off by default. When an admin turns it on, it goes to a server your firm hosts, and client files and transaction rows are never synced or uploaded to GreenBar. 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.
Compare Solo and Pro →Working with a reviewer? See reviewer sign-off for CPA firms and bookkeeping teams.
Built by someone who's done this
GreenBar's founder spent 25 years in finance before one operating account, matched by hand every month, finally buried him. Clearing is the tool he built so that never happens again, to him or to the person doing the matching now.
Read why it was built →Guides for bookkeepers
- Reconciling 15 QuickBooks clients at once →
Many clients, one week
- A month-end reconciliation routine →
Month-end routine
- Moving off spreadsheets →
Leaving spreadsheets
- PDF bank statements to Excel →
PDF statements
- Duplicate deposits in QuickBooks Online →
Month-end fix
- Reconcile without connecting the bank →
No bank connection
Questions, answered
Questions from bookkeepers and CPAs with many clients
- What bank reconciliation software works for bookkeepers and CPAs with many clients?
- Clearing is desktop bank reconciliation built for a caseload. It learns matching rules from your corrections and keeps them month to month, so once they are set you only handle the exceptions. Solo is $199/year for up to 3 clients, Pro is $499/year for up to 20 clients, and Firm is $899/year for up to 50 clients. Every plan has a 30-day money-back guarantee.
- Can bookkeepers and CPA firms reconcile bank accounts without uploading client files?
- Yes. Clearing is a desktop bank reconciliation app for bookkeepers and CPA firms that reconciles CSV or Excel bank and ledger exports on your own computer, so client files are not uploaded to GreenBar for the match. 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.
- Does Clearing replace QuickBooks Online or Xero for bookkeepers and CPA firms?
- No. Clearing works alongside QuickBooks Online or Xero through CSV or Excel exports, and any change to the books is still made there. Live two-way QuickBooks Online and Xero sync is not shipped; file import works today.
Clear your first client's books
Solo is $199/year, runs on your own computer, and comes with a 30-day money-back guarantee.