--- title: "Clearwater Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about Clearwater Software - reviews, pricing plans, popular comparisons to other General Ledger products and more." source_url: "https://www.capterra.com/p/119727/Investment-Reporting-Analytics/" page_type: "product" language: "en" --- # Clearwater Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on September 16, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Support](#support) Clearwater ## What is Clearwater? Clearwater Analytics is a global SaaS solution for automated investment data aggregation, reconciliation, accounting, and reporting. Clearwater helps thousands of organizations make the most of investment portfolio data with cloud-native software and client-centric servicing. Every day, investment professionals worldwide trust Clearwater to deliver timely, validated investment data and in-depth reporting. ## What is Clearwater used for? [Hedge Fund](https://www.capterra.com/hedge-fund-software/)[Investment Management](https://www.capterra.com/investment-management-software/)[Financial Reporting](https://www.capterra.com/financial-reporting-software/) Top alternative Featured Overall rating Based on 0 user reviews Reviews sentiment Positive \- Neutral \- Negative \- ### Starting price Free trial not available Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for Clearwater?[Manage this product listing](https://www.g2.com/products/clearwater-analytics/claim_requests/new?auto=true) ## Clearwater Overview Updated September 2026 AI summary Clearwater delivers cloud-based accounting and financial reporting for organizations managing complex investment portfolios, such as corporations, insurers, and institutional teams. It covers general ledger, bank reconciliation, multi-currency support, budgeting, and audit trail functions, with additional features for income and balance sheet management. Deployment is web-based, supporting teams of all sizes with various onboarding and training options. ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### Clearwater 0.0 VS. [4.4 (3,329)](https://www.capterra.com/p/120109/Xero/reviews/) Starting Price Contact vendor Starting Price $25 Flat Rate, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 0.0 (0) Ease Of Use 4.4 (2,831) Value For Money 0.0 (0) Value For Money 4.2 (2,447) Customer Service 0.0 (0) Customer Service 4.0 (2,337) ## Clearwater alternatives [4.3 (717)](https://www.capterra.com/p/76/Intacct/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 86% of reviewers rated it above 4 stars [4.0 (629)](https://www.capterra.com/p/174753/Sage-50cloud/reviews/) Starting price $124.42 Per User, Per Month Pricing Options Free Trial Free Version User Rating 76% of reviewers rated it above 4 stars Highest Rated [4.5 (187)](https://www.capterra.com/p/118759/Aplos-Accounting/reviews/) Starting price $79.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 90% of reviewers rated it above 4 stars [Acumatica Cloud ERP](https://www.capterra.com/p/96371/Acumatica-Cloud-ERP/) [4.4 (243)](https://www.capterra.com/p/96371/Acumatica-Cloud-ERP/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 92% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/96371/Acumatica-Cloud-ERP/) ## FAQs about Clearwater Overview ### What company size and specific industries is Clearwater built for? Clearwater is designed for corporations, insurers, investment managers, pensions, governments, and other institutional organizations that need cloud-based investment portfolio accounting and reporting. It is built for organizations in financial services and related institutional sectors rather than small businesses, supporting teams that manage complex investment portfolios and reporting requirements. Features and Usability ### What are the key features of Clearwater? Clearwater offers a client portal, dashboard, and document storage for managing client information and records. It also includes accounting functions such as general ledger, bank reconciliation, financial reporting, and fee management, plus compliance tracking, audit trail, risk management, and investments tracking across multi-currency portfolios. Getting Started and Support ### What training and onboarding options does Clearwater offer? Clearwater provides in person training, live online sessions, webinars, and documentation to help teams get started. In person and live online formats support guided instruction, webinars offer presentation-style learning, and documentation gives written reference material for self-paced review and setup support. ## Features AI summary Based on 11,413 General Ledger reviews Capterra data shows that buyers of accounting software rank the following features as their top priorities: - **Reporting/Analytics** (**58%** of reviewers rated this feature as critical) - **Income & Balance Sheet** (**58%**) - **Inventory Control** (**55%**) Clearwater includes **Income & Balance Sheet**. However, it does not offer **Reporting/Analytics** or **Inventory Control**. By providing **Income & Balance Sheet**, Clearwater helps businesses track financial performance, review assets and liabilities, and maintain a clearer view of overall financial health, allowing teams to make informed budgeting and reporting decisions. Accounting Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc. Audit Trail A record of all activities within the system, including user access, changes made, etc. Bank Reconciliation Compare and match accounting/financial records with corresponding bank statements Benchmarking Compare key metrics for the business against prominent players in the industry Bonds/Stocks Purchase and track both bonds and stocks in the portfolio Budgeting/Forecasting Create budgets based on historical data and future projections Clearwater 23 features ### All Features - Accounting: Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc. - Audit Trail: A record of all activities within the system, including user access, changes made, etc. - Bank Reconciliation: Compare and match accounting/financial records with corresponding bank statements - Benchmarking: Compare key metrics for the business against prominent players in the industry - Bonds/Stocks: Purchase and track both bonds and stocks in the portfolio - Budgeting/Forecasting: Create budgets based on historical data and future projections - Client Management: Manage contact details and communication with clients - Client Portal: Private online space that lets businesses securely share documents and provide information access to clients - Commodity Futures: Track and trade contracts to transact in tangible goods at a certain price in the future - Compliance Tracking: Track and report regulatory data to either internal management or external stakeholders - Consolidation/Roll-Up: Combining loans, assets, liabilities, and other financial data from multiple subsidiary companies into one entity for reporting - Dashboard: Assembly of graphs and charts for visualizing and tracking statistics/metrics - Document Storage: Store and organize documents in a centralized system - Fee Management: Track collected or paid charges for services performed or access granted - Financial Reporting: Generate reports to assess the financial performance of an organization - Fund Management: Manage allocation and performance of financial assets - General Ledger: Centralized accounting record which tracks all financial transactions - Income & Balance Sheet: A statement detailing the financial position of a business including assets, liabilities, and equity at a certain point in time - Investments Tracking: Monitor capital allocation and asset prices over time - Multi-Currency: Manage and handle various international currencies - Performance Metrics: A set of indicators that tracks the performance of networks, applications, systems, teams, etc. - Risk Management: Process of identifying, evaluating, mitigating, addressing and reporting on potential risks or uncertainties - Transaction Management: Manage, record and track all business exchanges in form of money and its related interactions in the system --- Get Advice We can help you find the software with the features you need. ## Pricing ### Starting price Free trial not available Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.