Whether you manage one set of books or fifty.
See it in action
Every accounting task, reduced to a single instruction.
The old way
With Balances
The old way
Navigate → Customers → Create Invoice → Fill 9 fields → Save × 200
With Balances
"Create $200 monthly retainer invoices to Alex through 2026"
The old way
Open each transaction → Pick category → Match to vendor → Repeat × 500
With Balances
"Categorize all transactions from Stripe as revenue"
The old way
Export bank statement → Cross-reference ledger → Flag mismatches → Adjust entries
With Balances
"Reconcile checking account for February"
The old way
Select report type → Set date range → Choose filters → Export → Reformat in Excel
With Balances
"Send me a P&L for Q4 broken down by client"
The old way
Review every account → Post adjusting entries → Run trial balance → Generate statements
With Balances
"Close the books for February"
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.

Your review queue, handled.
Every action item in one feed. Bills match to payments automatically. Categorize transactions in bulk. You just review and approve.
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
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.com, ex-Xero
All plans include a 14-day free trial. Cancel anytime.
Full-featured accounting for your business
per month
Unlimited bank & credit card accounts
AI bookkeeping agent
Auto-categorize transactions
Connect banks via Plaid or CSV
Send invoices with payment links
Automate recurring invoices
Track bills and payables
Employee reimbursements
13+ reports — PDF & Excel export
Accrual and cash basis
Unlimited team members
For businesses operating internationally
per month
Everything in Pro, plus:
Invoice and bill in any currency
Foreign currency bank accounts
Track FX gains & losses automatically
Live exchange rates built in
All plans include a 14-day free trial. Cancel anytime. Questions? Contact us
B
Made with love in San Francisco, California.
© 2026 Balances, Inc.