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CleverBooks
For ecommerce brands that are scaling, and their CAs

You earned the margin. Stop losing it after checkout.

Late COD, RTOs that never come home, courier overbilling, refunds nobody tracks. Every order you add adds to the leak. CleverBooks reconciles each order end to end, and Clevvo, its AI agent, chases what’s owed.

CSettlement Health
Matching orders to settlements and bank…
₹0.0Lfrom 0 delivered orders isn’t in your bank
Trusted by growing commerce teams
  • Sanfe
  • Disha Collection
  • MMD
  • Moxie Beauty
  • Kikoriko
  • Yaan Man
  • Foo Foods
  • Sanfe
  • Disha Collection
  • MMD
  • Moxie Beauty
  • Kikoriko
  • Yaan Man
  • Foo Foods
Start with your problem

Which of these sounds like your week?

CleverBooks finds

₹6.4Lof delivered orders isn’t in your bank. Half of it sits with one courier.

CSettlement HealthPending, by who owes it
  • Shiprocket · COD₹3.1L
  • Delhivery · COD₹1.6L
  • Blue Dart · COD₹0.9L
  • Razorpay · prepaid₹0.5L
Why it gets expensive

One returned COD order touches six teams.

  1. Marketing
  2. Shipping
  3. Inventory
  4. Finance
  5. Tax
  6. Customer
You pay to win the order
Ad spend lands a new COD customer.
Cash spent
₹300
Still in books
₹0
How CleverBooks works

Four systems tell four stories. CleverBooks makes every order add up.

Store, courier, payment and warehouse each say the order is fine. CleverBooks reconciles them, and shows the gap.

Pick an order
OrderOrdParMonUni
#1044COD · Shiprocket · ₹1,299
1 mismatch
  1. Order
    …
    Store or marketplace
  2. Parcel
    …
    Courier
  3. Money
    …
    Gateway, COD remittance, bank
  4. Unit
    …
    Warehouse
Finding

Everything looks delivered operationally. But the money hasn’t reached the bank.

Next step: Chase Shiprocket for the missing remittance file, not the customer.197 more delivered orders sit in the same file gap.

Who acts
Finance

Example orders

  • #1044 (COD · Shiprocket): order Delivered; parcel Delivered to customer; money Remittance pending; unit With customer. Everything looks delivered operationally. But the money hasn’t reached the bank. Chase Shiprocket for the missing remittance file, not the customer.
  • #1088 (COD · Shiprocket): order RTO; parcel Returned; money Will not settle; unit Not inwarded. The parcel came back. The unit never re-entered stock, and your books still expect the cash. Find the unit at the warehouse, inward it, and drop the receivable.
  • #1052 (Prepaid · Razorpay): order Confirmed; parcel Pickup never happened; money Settled; unit On the rack, counted as sold. You’ve been paid for an order that never left the warehouse. Recollect today, or cancel, refund and resell the unit.
  • #0994 (Prepaid · Razorpay): order Cancelled after pick; parcel No shipment; money Refund owed; unit Picked, not put back. The customer cancelled after paying. They haven’t been refunded, and the unit isn’t back in stock. Refund the customer and put the unit away.
  • #0961 (COD · Delhivery): order Delivered; parcel Delivered to customer; money In bank; unit With customer. Store, courier, money and stock agree. This order is closed. Nothing to do. CleverBooks only surfaces the orders that disagree.
Inside CleverBooks

This is what you’d actually see.

CShipment Health
Where orders stand
Every order lands in exactly one status. Filtered on order creation date.
8,420 active orders · 268 cancelled
Closed
81.2%
6,837 orders
Open
16.4%
1,381 orders
Other
2.4%
202 orders
Cancelled
3.1%
268 of all
Needs action
Ranked by how much of the period each problem accounts for.
  • Oldest: 14 days · Ask the courier for an ETA on the oldest 120.
612 orders still moving
Meet Clevvo · your AI ops agent

Ask Clevvo to chase it. It builds the report and sends it.

  • Ask in plain words
  • Get the exact report a courier or gateway needs
  • Send it, straight from the chat
  • Drop in a file, it’s reconciled
Try Clevvo on your data
Clevvo
Ask, or tell Clevvo what to send…
Orders settled · last 12 months
21 lakh+
Each dot is 10,000 orders
Payouts tracked
₹160 Cr
GatewaysCouriers
77%
landed within 7 days of payment
of the payouts we tracked

CleverBooks platform data, September 2025 to September 2026.

Finance · inventory · supply chain

They trust us with their entire bottom line.

  • Sanfe
  • Disha Collection
  • MMD
  • Moxie Beauty
  • Kikoriko
  • Yaan Man
  • Foo Foods
  • and many more →
Scale, RTO and NDR
“We scaled from 25k to 3L+ orders with CleverBooks and reduced RTO by 3% MoM. The NDR feature is an amazing addition to save time on recoveries.”
Process and Growth Excellence Manager
Sanfe
Shipments, NDR and RTO
We scaled from 25k to 3L+ orders with CleverBooks and reduced RTO by 3% MoM. The NDR feature is an amazing addition to save time on recoveries. — Process and Growth Excellence Manager, Sanfe
We have been filing GST with CleverBooks for more than a year and it has absolutely improved the process. — Kapil, Mega Mart Deal (MMD)
When CleverBooks brought in GST for our custom coupons, discounts and advance payments, Clevvo went back through the last three months and handed us 2 lakh corrections. At that scale, checking it ourselves would have taken at least two days. — Amar, Label DC
For CAs and accounting firms

Every ecommerce client, closed the same way.

One login. Every brand as a client workspace. GST, settlement workbook and bank matching for each.

Client · AugGSTBankBooks
Northwind ApparelDraft readyMatchedPushed
Kesar SkinDraft readyMatchedReady
Tarang FoodsDraft ready3 unmatchedWaiting
Loom & Co4 SKUs need HSNNo statementWaiting
Integrations

Works with the stack you already run.

Ecommerce
Self serve · OAuth via your store URL. Several stores per company.
Connect ecommerce, and these light up
  • Orders
  • Shipment Health
  • Order intelligence
  • Courier billing
  • COD remittance
  • Settlement Health
  • Payment reconciliation
  • Settlement Report
  • Inventory
  • GST reports
  • Bank matching
  • Cash view
  • Month close
  • Ecommerce: Shopify
  • Marketplaces: Amazon, Flipkart, Meesho
  • Couriers: Shiprocket, Delhivery, Blue Dart, DTDC, Vamaship, KwikShip, Velocity, Shipdelight, iThink Logistics, India Post
  • Payment gateways: Razorpay, Stripe, PayU, Easebuzz, GoKwik, Cashfree, CredPay, Snapmint
  • Warehouse and inventory: EasyEcom, Unicommerce
  • Accounting: Tally, Zoho Books
  • Bank: Bank statements
Charu Saraswat

Built new, deeply integrated, and already trusted by leading brands.

Charu Saraswat · Founder and CEO, CleverBooks

Why CleverBooks
Questions

Before you sign up.

What is CleverBooks and who is it for?+

CleverBooks is the ops and money layer for ecommerce brands and the CAs who keep their books. It connects your store, marketplaces, couriers, payment gateways, warehouse, bank and accounting software, and reconciles every order across them: whether it was delivered, whether the money reached your bank, and whether the stock is where your books say it is.

How does CleverBooks help with payment reconciliation?+

Prepaid orders are matched to gateway settlements and COD orders to courier remittance files, kept separate. Settlement Health shows the month’s sales on their way to your bank, which gateway or courier is holding money, and when a remittance file has stopped arriving. Settlements are then matched to your bank statement.

What is settlement reconciliation?+

Settlement reconciliation checks that every payout from a payment gateway, courier or marketplace matches the orders, refunds and fees behind it. CleverBooks maps each settlement to its orders and marks every order by its money outcome: in bank, pending, will not settle, refund owed or never collected.

Which couriers and payment gateways does it work with?+

Over 10 couriers including Shiprocket, Delhivery, Blue Dart, DTDC and Vamaship, and payment gateways including Razorpay, Stripe, PayU, Easebuzz, GoKwik and Cashfree. Couriers without an API work by uploading their remittance and billing files.

Does it replace my accounting software?+

No. CleverBooks prepares reconciled data and pushes vouchers to your accounting software, such as Tally or Zoho Books, after settlements are matched to your bank. Your books stay where they are.

How does CleverBooks handle GST?+

GST reports are built from your orders: item wise CGST, SGST and IGST, with credit notes for cancelled and returned orders, and a list of SKUs that are missing an HSN code. Always confirm filings with your CA.

What is Clevvo?+

Clevvo is the AI ops agent inside CleverBooks. Ask about orders, settlements and reconciliation in plain words and get answers with live numbers from your data. Ask for the report a courier or payment gateway needs and send it from the chat, attach a CSV or Excel file to import it, and jump straight to the right page from every answer.

Can my CA use it?+

Yes. CAs sign up as a CA, add each brand as a client workspace, and generate GST reports, the settlement workbook and accounting vouchers for each client from one login.

How do I get started, and how long does setup take?+

Sign up as a brand or a CA, with no card. Connect your store, or start with inventory, then add couriers and gateways from the integrations page or upload their files. Dashboards fill as each source connects. You can book a 15 minute setup call at any point, and the team sets up ERPs and unusual files with you.

Is it for brands doing less than ₹1 Cr a month?+

Yes. Smaller brands usually start with COD settlement, GST or stock, and add more as they grow.

How is this different from reconciling in Excel?+

A spreadsheet is a snapshot someone rebuilds every month. CleverBooks keeps every order’s delivery, money and stock state current, separates prepaid and COD, shows when a remittance file has stopped arriving, and keeps the history.

Is my financial and order data secure?+

CleverBooks runs on Google Cloud Platform with role-based access control, multi-tenant data isolation, and encryption at rest and in transit. Your data is never shared across organisations.

Get started

Find last month’s leaks. Close this month clean.

Start on your own, or let us set it up with you in 15 minutes.

  1. 01Sign up as a brand or a CANo card.
  2. 02Connect your store, or start with inventoryAdd couriers and gateways, or upload their files.
  3. 03Watch your dashboards fillEach source lights up its views.

Book a 15 minute setup call

We’ll connect your store and couriers with you, on your data.

Where would you start?