Accounting Software for Consultants
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 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.
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 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.
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 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.
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 – 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.
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.