Accounting Software for Consultants

Simplify Finances with Smart Accounting for Consultants

As a consultant, your time is valuable – don’t waste it on complex accounting. Our software is built to help consultants manage invoices, track billable hours and expenses, and keep cash flow in check. Whether you’re working solo or with a small team, it gives you the clarity and control you need to grow your consultancy with confidence.

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Consultants Accounting Software - 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

Simple, Effective Accounting Software for UK Consultants.

Free, flexible tools designed to help consultants manage their finances with clarity and confidence.

Balance is cloud-based accounting software built for consultants and solo professionals. It’s simple to use, yet packed with everything you need to track time, bill clients, manage expenses, and stay compliant.

Automate your most time-consuming tasks – like importing transactions, confirming payments, and sending recurring invoices – so you can spend more time consulting and less time on admin.

FREE forever

Balance Lite

For small businesses that are comfortable using accounting software and managing their own 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

£4.00 + VAT per month

Balance Plus

For small businesses seeking greater automation and deeper insights through accounting software.

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

£5.00 + VAT per month

Balance Premium

Everything you need to efficiently manage and grow your small business, all in one easy-to-use platform.

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

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

Stress-Free Accounting Software That Works as Hard as You Do

Balance was created to support consultants with powerful, easy-to-use tools – without the high cost of traditional accounting software or accountant fees.

From billing clients to tracking expenses and preparing for tax, Balance gives you full control of your finances, so you can focus on delivering value to your clients, not managing spreadsheets.

Maintain full visibility of your finances - the balance app online accounting software

Maintain full visibility of your finances

Automatically import your banking transactions and quickly categorise them in Balance to stay in full control of your business’ finances.

Get paid quicker without lifting a finger - the balance app online accounting software

Get paid quicker without lifting a finger

Include payment links on your invoices to customers and recover overdue payments with our automated payment reminders.

Create Your Free Account Keep your business moving when you do - online accounting software - the balance app

Keep your business moving when you do

Track your mileage, invoice your customers and categorise your bank transactions on the go with the intuitive Balance app.

Trusted by Over 5,000 UK Professionals – Including Independent Consultants

Helping Consultants Stay Organised and Bill with Confidence

Balance is cloud-based accounting software built for real professionals – consultants who need simple, smart tools to manage their finances without hassle.

From automating bank transaction imports to sending professional invoices and follow-up reminders, Balance makes it easy to stay on top of your bookkeeping while you focus on delivering results for your clients.

 

Asset Management

Track, manage, and depreciate your business assets with ease. Balance helps you stay on top of asset values and reporting.

 

Banking

Connect your bank accounts for real-time transaction syncing. Automatically import, categorise, and reconcile your finances in just a few clicks.

 

Contacts

Keep all your customer and supplier details organised. Balance helps you manage relationships, track activity, and speed up communication.

 

CRM

Built-in CRM tools let you manage leads, sales activity, and client interactions — all within the same platform as your accounts.

 

Document Management

Store and organise receipts, invoices, and financial documents securely in the cloud. Access what you need, when you need it.

 

Expenses

Easily record, categorise, and track business expenses. Stay in control of spending and maximise your allowable deductions at tax time.

 

Inventory

Monitor stock levels, manage product details, and keep inventory in sync with your accounts — ideal for ecommerce and retail businesses.

 

Invoicing

Create professional invoices in seconds. Automate recurring billing, add payment links, and get paid faster with built-in reminders.

 

Mileage Tracker

Log business travel automatically or manually. Claim allowable mileage expenses and keep detailed records for HMRC.

 

AI

Leverage smart automation to categorise transactions, flag anomalies, and save time on bookkeeping with AI-enhanced features.

 

Payments

Accept payments online via trusted integrations. Track payment status, reduce delays, and improve cash flow management.

 

Payroll

Run payroll for directors or employees, stay HMRC-compliant, and access integrated HR support – all in one place.

Purchases

Manage supplier invoices and purchase orders with ease. Keep costs in check and streamline your accounts payable.

 

Quotes

Generate clear, professional quotes for clients. Convert them into invoices with one click when the job is approved.

 

Reporting

Gain insight into your financial performance with real-time reports. Track profit, cash flow, and key business metrics.

 

Receipts

Upload, scan, and store receipts digitally. Automatically match them to expenses for cleaner, audit-ready records.

 

Support

Get unlimited help when you need it. Our friendly team is here to guide you through setup, features, and day-to-day use.

 

Time Tracking

Track billable hours and manage project time with ease. Perfect for consultants, freelancers, and service-based businesses.

 

VAT Software

Stay compliant with Making Tax Digital. Balance makes it easy to track, calculate, and submit VAT returns to HMRC.

 

Free Accounting Software

Powerful accounting tools at no cost. Balance gives small businesses everything they need – without expensive subscriptions.

Bring Balance to Your Consulting Business

Real-Time Tracking – View cash flow and income instantly.
Automated Invoicing – Send invoices and reminders automatically.
Cloud Access – Manage finances from any device.
Tax Tools – Handle tax with built-in calculations and filing.

everything you need from cloud accounting software - the balance app

Smart Integrations That Streamline Your Consulting Workflow

Balance connects with popular business tools to help consultants save time and reduce admin. From collecting payments to syncing invoices and submitting tax data, our integrations simplify your financial processes so you can focus on serving your clients.

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

Accounting Software That Fits the Way Consultants Work