Clearwater Analytics

Clearwater Analytics is a financial technology company that offers a SaaS platform for investment accounting, reporting, and analytics. Put simply, it is about recording transactions, reconciling banks and producing financial statements.

Who is it for? Mostly small businesses and their accountants. Related areas on their profile: Accounting, Analytics, Data Integration and InsurTech. As a large product team themselves (1,001 to 5,000 people), they tend to serve customers of a similar scale best. At that size expect formal onboarding, documentation and a longer sales cycle.

Clearwater Analytics is based in Boise, Idaho and founded in 2004. More on clearwateranalytics.com.

Things worth asking about: bank feeds, multi-entity support, and accountant access. A short pilot with your real data tells you more than any demo.

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