Contact Management

Efficiently manage all your contacts and their financials

Whether you’re a Sole Trader, Limited Company, Freelancer, Contractor, Landlord or Start-Up, Balance gives you the tools to organise and manage all your client and supplier information in one place. Keep track of contact details, link transactions and invoices, and get a full financial picture for each relationship, quickly and easily.

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Smart Contact Profiles
Linked Financial Activity

Automated Reminders
Custom Notes & Tags

Invoice & Quote Integration
Search & Filter Tools

Customer and Supplier Management Made Simple

Balance gives you a clear, organised way to manage all your customer and supplier relationships. Easily store contact details, track communication, and link every invoice, payment, and transaction to the right person or business. Whether you’re sending quotes, chasing payments, or reviewing past activity, everything you need is in one place, saving you time and helping you stay in control.

Stress-Free Contact Management That Works for You

We created Balance to help self-employed professionals and small businesses stay on top of their client and supplier relationships without the cost or complexity of traditional accounting tools. Our contact management features give you full visibility over who you’re working with, what’s owed, and what’s been paid, making it easier to manage your business finances with confidence.

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Customers & Suppliers

Easily manage customers & suppliers. All your customers and suppliers have full details along with history and notes. You can also define default values for each customer and supplier to make invoicing and billing quicker with few clicks.

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Contacts Dashboard

Customer and supplier dashboard gives you an overview of their accounts, how much amount is outstanding, cash flow activity, notes and other information.

You can also view and print complete statement of customer or supplier’s account.

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Employees / Shareholders

Manage employees and their personal and payroll information at one place. Manage shareholders and their shares, transfer shares and much more.

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Trusted by Over 5,000 UK Small Businesses

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Contact Management Features FAQs

Some frequently asked questions regarding our contact management features

Yes, Balance lets you manage both customer and supplier contact profiles, all in one central place.

Absolutely. You can connect each contact to quotes, invoices, payments, and other financial records for easy tracking.

Yes, our smart search and filter tools help you quickly find the contact you need based on name, type, or status.

You can! Balance allows you to add internal notes and tags to help organise and segment your contact list.

When possible, Balance will match and suggest contact links based on transaction data to help you speed up reconciliation.

Yes, we use encrypted storage and secure access protocols to ensure all your contact and financial data stays protected.

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.

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Contact Management with Integrations That Support Your Unique Business Needs

Balance integrates with leading tools to help you manage client and supplier relationships more efficiently. From syncing contacts with invoicing and payment systems to linking communications and transaction history, our integrations reduce manual input and give you a complete, connected view of your business interactions.

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Accounting Software That Fits the Needs of Your Business

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Switch to Balance Today for Expert Accounting Software Designed to Simplify Your Business Finances

Switching to The Balance App is easy! Our powerful online accounting software is designed to simplify your finances, streamline bookkeeping, and give you real-time insights into your business.

Whether you’re moving from another system or starting fresh, our expert team is here to help make the transition seamless. Take control of your accounting today with The Balance App!

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Accounting Packages from £10 +VAT per month.

Your Own Dedicated Accountant

Tailored Services

Unlimited Expert Advice

Regular Deadline Reminders

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Free company formation with our Pre-Built or Bespoke Accounting packages!

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The Balance App

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The Balance App is part of Accounting Wise Ltd, a limited company registered in England under company number 09365202. Our registered office is: The Carriages, Station Road, Ware, SG12 9PL UK.

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