Balance Lite – Accounting Software for Confident Small Businesses

Manage your finances with powerful tools designed for independence

Balance Lite is perfect for small businesses that are comfortable managing their own finances but still want reliable, feature-rich accounting software. From invoicing and payment tracking to VAT submissions and comprehensive reporting, Lite gives you everything you need to stay organised and compliant without unnecessary complexity.

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Balance Lite - The Balance App

Quotes & Payment Reminders
Payroll Services & HR Support

MTD VAT & CIS Returns
Unlimited Support & Advice

Bank Feeds & Financial Reports
CRM Solutions & Project Management

Accounting Made Easy with Balance Lite

Balance Lite simplifies managing your business finances by offering essential tools like invoicing, payment tracking, and VAT submissions. Save time keeping your books accurate and up to date, all with software designed for small businesses, and best of all, it’s free to get started!

Balance Lite is designed specifically for small businesses that want a straightforward yet powerful accounting solution. With features like invoice creation including custom logos and recurring invoices, you can effortlessly manage your billing while maintaining a professional appearance. Generate quotes and customer statements, set up automated payment reminders, and accept payments directly on your invoices to streamline your cash flow. Balance Lite also offers customer grouping and unlimited records for customers, suppliers, and accounts ensuring your growing business stays organised.

Beyond invoicing, Balance Lite simplifies bank transaction management by allowing seamless imports and customisable bank rules helping you reconcile accounts with ease. You will benefit from essential tax features like Making Tax Digital (MTD) VAT submissions and EU VAT/EC Sales lists alongside robust business reports and tax estimations to keep your finances transparent. Multi-currency support, bulk editing, transaction locking, and the ability to add notes make Balance Lite a comprehensive tool tailored to your small business’s evolving needs.

Optional Add-Ons available on all packages:

Payroll: £4 per month + VAT for up to 5 employees plus 80p per month +VAT for each additional employee
CIS: £4 per month + VAT for up to 5 Subcontractors plus 80p per month +VAT for each additional Subcontractor
CRM: £1 per month + VAT

FREE forever

Balance Lite

Ideal for limited company directors who are comfortable managing their own accounts and just need simple, reliable software to stay on top of their business finances.

Projects
Bank Feeds
Receipt Uploads
Stock Control
PayPal Feeds
Multi Company Management
Telephone, email, live chat support
User Permissions
Unlimited Users
Budgeting
Items
Create Invoices with Logo
Recurring Invoices
Create Quotes
Customer Statements
Create Quotes
Payment Reminders
Accept Payments on your Invoices
Customer Grouping
Unlimited Customers, Suppliers & Accounts
Bank Transactions Imports
Bank Rules
MTD VAT Submission
EU VAT/EC Sales Lists
Business & Accounting Reports
Tax Estimations
Multiple Currencies
Bulk Editing
Transaction Locking
Notes

Everything Your Small Business Needs in Accounting Software

Real-Time Tracking: Monitor cash flow, expenses, and profits instantly.
Auto Invoicing: Generate and send invoices effortlessly.
Cloud Access: View finances anytime, anywhere.
Easy Tax Filing: Automate calculations and submit taxes hassle-free.

everything you need from cloud accounting software - the balance app

Integrated Accounting Software That Supports Your Business

Balance Lite connects with a variety of apps to help you automate workflows, streamline operations, and simplify financial management. From payment processing to invoice management and data submission, these integrations boost your efficiency and reduce manual tasks.

the balance app - go cardless integration
the balance app - go stripe integration
the balance app - barclays integration
the balance app - nest integration

Balance Lite – Accounting Software That Fits the Needs of Your Small Business