Document Management

Document Management Software for Small Businesses

Balance makes managing your business documents easy. Upload, store, and access everything from receipts and invoices to tax records and contracts all securely stored in the cloud and linked to your transactions. No more lost paperwork or endless folders just organised, accessible records when you need them.

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Upload and store documents
Link documents directly

Access your files anytime, anywhere
Keep everything organised

Easily find documents using search
Stay audit-ready with time-stamps

Document Management made easy

Balance makes storing and organising your business documents simple and stress-free. Upload receipts, invoices, and records directly to your account and link them to the right transactions – no more paper piles or missing files.

Stress Free Document Management Software that works for you!

We created Balance to help self-employed professionals and small businesses keep their important documents organised without the hassle or cost of traditional systems. With built-in document storage, smart linking, and secure cloud access, you can easily manage receipts, invoices, and financial records—saving time and staying audit-ready.

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Centralised Storage & Easy Access

Balance offers a secure, centralised hub for storing all your business documents—receipts, invoices, tax forms, contracts, and more. This eliminates the hassle of chasing paper trails or digging through email threads. With intuitive search and categorisation, you can find the file you need in seconds.

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Seamless Integration with Your Accounts

Uploaded documents can be directly linked to relevant transactions or accounting entries. This means your bookkeeping stays organised and audit-ready, with supporting documents always attached. Whether you’re reviewing an expense claim or reconciling a bank statement, everything is right where it should be.

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Built for Compliance and Collaboration

With role-based permissions and secure cloud storage, Balance ensures your sensitive documents are protected and GDPR-compliant. You can also share files easily with your accountant or team, with full control over who sees what, making collaboration smooth, secure, and efficient.

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Trusted by over 5,000 UK small businesses to securely store and organise their financial documents.

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Document Management Features FAQs

Some frequently asked questions regarding our document management in Balance Accounting software.

You can upload and store receipts, invoices, bank statements, contracts, tax documents, and more.

Yes, Balance lets you attach documents directly to transactions, invoices, clients, or suppliers for easy reference.

No – Balance offers unlimited document storage at no extra cost.

Absolutely. Your documents are securely stored in the cloud and accessible from desktop, tablet, or mobile.

Yes, all files are encrypted and stored securely using industry-standard protection.

Everything your small business needs in one online 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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Accounting Softare with Docment Management and integration’s that support your unique business requirements.

Balance integrates with leading apps to help you manage your accounts more efficiently. From syncing files with transactions and cloud storage platforms to automating record-keeping for tax and compliance, our integrations reduce manual effort and keep your financial documents organised and accessible.

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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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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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