Quotes & Payment Reminders
Payroll Services & HR Support
MTD VAT & CIS Returns
Unlimited Support & Advice
Bank Feeds & Financial Reports
CRM Solutions & Project Management
Balance provides comprehensive financial reporting tools that give you a clear picture of your business health. Access detailed profit and loss statements, cash flow reports, and tax summaries – all designed to be easy to understand and act upon. Our automated reports save you hours of manual work and help you stay compliant with HMRC requirements. Best of all, it’s completely free, so you can focus on growing your business with confidence.
We created Balance to help self-employed professionals and small businesses get clear, accurate financial insights without the complexity or cost of traditional accounting software. Our reporting tools give you full visibility over your finances, making it easier to track performance, plan ahead, and manage your business with confidence.
Balance has lots of reports to give you an overview of your company’s financial health and adding more time to time. Our detailed reports like balance sheet, profit & loss, trial balance, aged debtors and creditors help you to manage your finances. You can create comparison reports between any period to see how your business is performing over different period of time.
Balance supports posting manual journals. You can create recurring journals to take work load from you, create reverse journals so you don’t have to remember to reverse any journal itself in future and Balance does it all for you.
Transactions reports made it for you to look for any particular transaction or filter transactions for particular account to check total balances.
Some frequently asked questions regarding our online financial reports features
Can Balance generate financial reports?
From Profit & Loss to the VAT Summary, Balance gives you standard business reports to help you understand your business’ health. Better yet, you can even easily download the reports to share with your accountant.
Can I select the dates of my reports?
Yes, you can! Each report in Balance can be altered to show any date range, so you can select the start and end dates to create a reporting period which suits you.
Can I export reports to send to other people?
You can view your financial reports in Balance, as well as downloading them as an Excel spreadsheet or PDF to send out or share as you see fit.
Can I get reports any time?
Like Balance itself, the reporting tools are all available whenever you need them. There’s no limit on how many you can use or produce, and they will always be up-to-date as Balance is constantly calculating your reports for you.
Can I generate a Profit & Loss report in Balance?
Absolutely. Balance makes it easy to keep a close eye on the bottom line with Profit & Loss Reports you can whip up in mere seconds. Plus, each account has a dashboard that neatly displays how much your business has spent vs. earned over your selected period of time.
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.
Balance connects with powerful apps to automate data collection, generate accurate financial reports, and streamline compliance. From syncing bank transactions to exporting reports and submitting tax data, these integrations help you save time and make informed business decision
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!
Accounting Packages from £10 +VAT per month.
Your Own Dedicated Accountant
Tailored Services
Unlimited Expert Advice
Regular Deadline Reminders
Free company formation with our Pre-Built or Bespoke Accounting packages!
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