Accounting Software for Accountants & Bookkeepers
Quotes & Payment Reminders
Payroll Services & HR Support
MTD VAT & CIS Returns
Unlimited Support & Advice
Bank Feeds & Financial Reports
CRM Solutions & Project Management
Quotes & Payment Reminders
Payroll Services & HR Support
MTD VAT & CIS Returns
Unlimited Support & Advice
Bank Feeds & Financial Reports
CRM Solutions & Project Management
Free, flexible software designed to support your practice and your clients.
Balance is cloud-based accounting software built for professionals who manage multiple clients. It’s easy to use, yet powerful enough to streamline workflows, automate bookkeeping tasks, and ensure full compliance with MTD and HMRC requirements.
From importing bank transactions to automating payment reminders and recurring invoices, Balance saves you time – so you can focus on providing valuable advice and growing your practice.
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
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
Projects
Bank Feeds
Receipt Uploads
Stock Control
PayPal Feeds
Multi-Company Management
Support: Telephone, Email, Live Chat
User Permissions
Unlimited Users
Budgeting
Items
Create Invoices with Logo
Recurring Invoices
Create Quotes
Customer Statements
Create Quotes
Payment Reminders
Payment Acceptance on 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
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
Balance was built to support accountants and bookkeepers with the tools they need to manage multiple clients, streamline day-to-day tasks, and deliver real value – without the high costs of traditional platforms.
With powerful automation and clear, intuitive workflows, Balance gives you full control over your clients’ finances while reducing admin and compliance stress.
Automatically import your banking transactions and quickly categorise them in Balance to stay in full control of your business’ finances.
Include payment links on your invoices to customers and recover overdue payments with our automated payment reminders.
Track your mileage, invoice your customers and categorise your bank transactions on the go with the intuitive Balance app.
Balance is cloud-based accounting software designed with professionals in mind. It’s simple enough for clients to use, yet powerful enough to streamline your workflows and ensure accuracy at every step.
Automate repetitive bookkeeping tasks like importing bank transactions, confirming entries, and sending recurring invoices – so you can spend less time on admin and more time advising clients and growing your practice.
Track, manage, and depreciate your business assets with ease. Balance helps you stay on top of asset values and reporting.
Connect your bank accounts for real-time transaction syncing. Automatically import, categorise, and reconcile your finances in just a few clicks.
Keep all your customer and supplier details organised. Balance helps you manage relationships, track activity, and speed up communication.
Built-in CRM tools let you manage leads, sales activity, and client interactions — all within the same platform as your accounts.
Store and organise receipts, invoices, and financial documents securely in the cloud. Access what you need, when you need it.
Easily record, categorise, and track business expenses. Stay in control of spending and maximise your allowable deductions at tax time.
Monitor stock levels, manage product details, and keep inventory in sync with your accounts — ideal for ecommerce and retail businesses.
Create professional invoices in seconds. Automate recurring billing, add payment links, and get paid faster with built-in reminders.
Log business travel automatically or manually. Claim allowable mileage expenses and keep detailed records for HMRC.
Leverage smart automation to categorise transactions, flag anomalies, and save time on bookkeeping with AI-enhanced features.
Accept payments online via trusted integrations. Track payment status, reduce delays, and improve cash flow management.
Run payroll for directors or employees, stay HMRC-compliant, and access integrated HR support – all in one place.
Manage supplier invoices and purchase orders with ease. Keep costs in check and streamline your accounts payable.
Generate clear, professional quotes for clients. Convert them into invoices with one click when the job is approved.
Gain insight into your financial performance with real-time reports. Track profit, cash flow, and key business metrics.
Upload, scan, and store receipts digitally. Automatically match them to expenses for cleaner, audit-ready records.
Get unlimited help when you need it. Our friendly team is here to guide you through setup, features, and day-to-day use.
Track billable hours and manage project time with ease. Perfect for consultants, freelancers, and service-based businesses.
Stay compliant with Making Tax Digital. Balance makes it easy to track, calculate, and submit VAT returns to HMRC.
Powerful accounting tools at no cost. Balance gives small businesses everything they need – without expensive subscriptions.
Real-Time Tracking – Monitor client cash flow and performance instantly.
Automated Invoicing – Set up recurring invoices and payment reminders.
Cloud Access – Access and manage client data anytime, from anywhere.
Tax Tools – Simplify VAT, MTD, and year-end filing with built-in tools.
Balance connects with key accounting tools and business apps to help you work more efficiently. From collecting payments and managing client invoices to submitting VAT and MTD data, our integrations reduce manual work and keep your practice running smoothly.