Stop juggling spreadsheets. Get one source of truth.
Ecommerce founders use CleverBooks to fix B2B order chaos, inventory guesswork, messy cash flow, and reconciliation headaches—so you run operations with clarity instead of chasing data.
Trusted by growing brands
Built for the problems you actually have
Stop juggling spreadsheets and multiple tools. Here’s how CleverBooks fixes what slows you down.
Sales & Operations
From lost POs to stock chaos and settlement mismatches—get clarity and control.
Never lose track of a B2B order again
Scattered POs, unclear fulfillment status, and channel data that doesn’t match your books—we fix that. One place to see sales over time, every order by value and status, and PO-level reconciliation so you always know what’s billed, what’s RTO, and what you’ve actually realized.
- Know where every order stands—no more chasing spreadsheets
- See B2B performance and recent activity at a glance
- Channels, events, and settlements in one view
- Reconcile at PO level: GRN, billing, RTO, net realized
Stock that adds up—across every warehouse
When you can’t trust your numbers, you over-order or run out. CleverBooks gives you a single source of truth: what’s in the warehouse, what’s shipped in or out, what’s consumed—by product, SKU, and location—so you can stop guessing and start deciding.
- One view across products, items, challans, racks, and jobs
- Warehouse and SKU-level visibility when you need it
- Shipped in, out, and consumed—always in sync
- Aligned with manifests and shipments so ops and inventory match
Reconciliation that actually closes the loop
Settlement mismatches and channel data that doesn’t match your books waste hours and hide errors. Import your files, run reconciliation, and keep PO, GRN, billing, and RTO aligned—so what you see in CleverBooks is what you’ve actually realized.
- Import and reconcile in one place—no more juggling files
- Settlement import and summary that match your reality
- PO-to-invoice and GRN tracked so nothing slips through
- Net realized and billing status clear at a glance
Finance & Control
From messy cash flow to claims and scattered integrations—one place to stay on top of it.
Cash flow you can actually trust
Scattered bank feeds and uncategorized transactions make it hard to know where you stand. Get actuals and forecast in one place, breakdowns by bank and category, and rules that keep your numbers organized—so you can see the real picture and act on it.
- One view: total cash flow, income, and expenses
- By bank and by category—no more mystery line items
- Import statements and manage transactions in one place
- Rules, ledgers, and categories that work the way you do
Claims and disputes under control
Open tickets, unclear claim values, and provider-wise exposure keep you reactive. Track every claim from open to closed, see order and claim value by provider, and monitor unsettled amounts—so you resolve disputes faster and protect your margins.
- Open and closed tickets with real order and claim values
- Provider summary: tickets and unsettled amounts in one place
- Disputed orders and resolution in a single dashboard
- See who’s driving risk with provider distribution by value
One place for the tools you already use
Logging into five different apps to get the full picture slows you down. Connect Shopify, Amazon, Razorpay, Shiprocket, and the rest—sales, payments, shipping, warehouse—and manage them from one dashboard so your data flows where you need it.
- Sales: Shopify, Amazon
- Payments: Razorpay, Stripe, Cashfree, Payu, EaseBuzz, GoKwik
- Shipping: Shiprocket, DTDC, KwikShip, Vamaship, Delhivery
- Warehouse: EasyEcom, Unicommerce
Your workflow is unique. We’ll match it.
Other tools make you adapt. We build what others won’t—features that solve your specific problems—at no extra cost. If your process doesn’t fit a cookie-cutter box, we’ll adapt CleverBooks to fit you.
Tired of chasing the numbers?
Book a demo and we’ll show you how to get B2B sales, inventory, cash flow, and reconciliation into one place—so you can stop firefighting and start growing.
We’ll reach out to schedule a call. No spam.