Books you can run from the truck.
Every job accounted for.
Keep every job, receipt and invoice in one place. Ask the agent for what you need in plain English, then get back to the job.
No credit card required. Works on desktop and mobile.
Sound familiar?
Most trades run their books the hard way. It doesn't have to be like that.
Before
Shoeboxes of receipts
With Balances
Snap a photo and Balances finds the bank charge it belongs to
Before
No idea if a job made money
With Balances
Per-job P&L in real time
Before
Invoicing from the truck at 9pm
With Balances
Send invoices from your phone on-site
Before
Spreadsheets and guesswork at tax time
With Balances
Tax-ready books, always up to date
A day on the job
Run the whole job by text
Text Balances the way you’d text your office. Every change comes back as a plain summary, and nothing goes to a customer until you say yes.
9:10 am
On site at Schrute Farms
Dwight accepts on his phone. Balances starts the job, and your iPhone tells you: “Schrute Farms accepted estimate EST-0012 ($4,000.00).”
11:40 am
At the next job
When Dwight pays by card or bank transfer, your iPhone tells you: “Schrute Farms paid $400.00.”
12:30 pm
Lunch
The whole job, accounted for.
Job costing, receipts, invoicing and tax-ready books, from the truck or the desk.
Job Costing
Create jobs, link invoices and expenses, and see profit per job at a glance. See which jobs make money while they're still running.
Receipt Capture
Snap receipts on-site with your phone camera, or email them straight to your Balances Inbox. Each one shows up next to the bank charge it belongs to, ready to file.
Invoicing From Anywhere
Send invoices from your phone or desktop. Set up recurring invoices for retainer clients. Overdue reminders go out on their own.
Bank Feed + Auto-Categorization
Connect your bank and credit cards. Balances learns how you categorize materials, subcontractors, fuel and equipment, and the next charge comes in categorized the same way.
Works On Your Phone
Review transactions, approve expenses, capture receipts and ask the agent questions from the job site.
Tax-Ready Books
Profit & Loss, Balance Sheet and Cash Flow, computed live from your ledger. Hand your accountant clean books at year end instead of a box of receipts.
Up and running in 10 minutes
Connect your bank
Link your business checking and credit cards in 60 seconds via Plaid. Or upload statements as CSV or PDF.
Balances learns your business
Transactions arrive with categories like materials, labor, fuel and permits suggested, and a correction carries over to that vendor’s next charge. Approve them with one tap.
Track jobs, send invoices, get paid
Create jobs, tag expenses, invoice clients, and see per-job profitability.
Built for your trade
Job costing works the same whether you wire houses or pour foundations.
How Balances compares
The essentials, side by side with legacy accounting software.
Balances
Others
Per-job profit on the $20 plan
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Receipt capture from phone
Automated invoice reminders
Free personal account
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Pricing
Start free for your personal finances and upgrade when you launch a business. Business plans include a 14-day trial, and you can cancel anytime.
Personal
For your personal finances
Free
forever
Unlimited bank & credit card accounts
Automatic transaction categorization
Budgets & spending insights
Net worth & cash flow tracking
Forward expenses to your business
No credit card required
Pro
Complete accounting for one business
$20
per business / month
Unlimited bank & credit card accounts
An AI agent you ask in plain English
MCP connector for Claude and ChatGPT
Auto-categorize transactions
Connect banks via Plaid or CSV
Send invoices with payment links
Automate recurring invoices
Track bills and payables
Employee reimbursements
17 reports with PDF and Excel export
Accrual and cash basis
Unlimited team members
Global
For one business operating internationally
$40
per business / 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
Personal is free forever. Pro and Global are priced per business, so each company you add is its own $20 or $40 per month subscription, with unlimited team members included. Business plans include a 14-day free trial. Cancel anytime. Prices in USD. Questions? Contact us
Stop doing your books the hard way
14-day free trial. No credit card. Set up in 10 minutes.
If it's not for you, just walk away.