Accounting software
that works for you.
Whether you manage one set of books or fifty.
The old way
Navigate → Customers → Create Invoice → Fill 9 fields → Save × 200
With Balances
"Create $200 monthly retainer invoices to Alex through 2026"
See it in action
Set up in 5 minutes.
No complicated setup. No training videos. If you can log into your bank, you can use Balances.
01
Connect your accounts
Link your bank accounts and credit cards. Transactions flow in automatically.
02
Tell Balances what you need
Type commands in plain English. "Create an invoice for Sarah." "Show me unpaid bills." "Categorize all Uber rides as travel."
03
Balances handles the rest
Transactions get categorized. Invoices match to payments. Reports are always ready.
Try it free
See why small businesses are switching from spreadsheets and legacy software.
Sign Up FreeBuilt for real accounting.
AI that handles the busywork. Accounting depth for the real work.
AI Assistant
Your review queue, handled.
Every action item in one feed. Bills match to payments automatically. Categorize transactions in bulk. You just review and approve.
And more
Command Palette
Hit Cmd+K to navigate, create, or search — without leaving your keyboard.
Journal Entries
Full double-entry bookkeeping. Create, edit, and reverse journal entries.
Reimbursements
Track employee expenses and process reimbursements — built in, not bolted on.
AI Categorization
Transactions categorized automatically. The AI learns from your corrections.
Built for people who do the work.
Whether you're running your business or a firm managing the books, Balances gets out of your way so you can get things done.
Small Businesses
Finally catch up on your books. Then never fall behind again.
Invoice clients in seconds, not minutes
Send invoices by email and set up recurring billing
Reconcile transactions by describing them
Pull reports without hunting through menus
No learning curve—just type what you need
Invite your bookkeeper or CPA
Accountants & Bookkeepers
Work 10x faster. Serve more clients. Spend less time on repetitive tasks.
Handle multiple clients without switching contexts
Categorize months of transactions in minutes
Generate clean reports with a single command
Give clients self-service access that actually works
Build a better practice without burning out
Small business bookkeeping in San Francisco. Fixed pricing, no surprises. They use Balances to keep their clients' books current.
Most accounting software was designed 20 years ago. You click through menus, fill out forms, and wait for reports.
We think you should just be able to say what you need.
Balances is built from the ground up around AI—not bolted on as an afterthought.
Alex Campbell
Founder · ex-Pilot, ex-Xero
What's new
Feb 15
Redesigned Transfer Reconciliation
Select transfer matches directly from a radio-button interface and reconcile in one click — all without leaving the page.
Feb 14
Expense Insights & Inline Document Drawers
The AI assistant analyzes your spending patterns. Click any line item on a report to open the document — without losing your place. Plus multi-currency fixes.
Feb 13
PDF Bank Statement Import & Multi-Currency Refinements
Upload bank statements as PDFs — our AI agent reads them for you. Also tightened up multi-currency math across the board.
Feb 12
Invoice PDF Download & Automatic Bank Sync
Download invoices as PDF. Plaid accounts sync live with a 12-hour backup sync as a safety net. Smarter bank transaction categorization.
Feb 11
File Attachments in Chat & Auto-Recovery
Uploaded files appear instantly as downloadable chips. The agent now automatically recovers if a response takes longer than expected.
Feb 8
Transparent Session Recovery
Return after days away and pick up right where you left off — Balances silently refreshes your session in the background.
Feb 7
Robust Bank CSV Imports
Better handling for tricky bank CSVs (looking at you, Chase). The importer checks its own work and fixes mismatches.
Feb 6
AI Assistant Can Edit Posted Documents
Change a description, amount, or account on posted line items — no void-and-recreate cycle needed.
Start free
Pay only when you need more.
Starter
Free
Unlimited transactions
Bank connections
Smart categorization
Financial reports
Multi-user access
20 AI tasks/month (enough for most small businesses)
Need more AI tasks? $1 each.
Only charged if you're happy with the result.B
Made with love in San Francisco, California.
© 2026 Balances.ai, Inc.