Starting at $9/mo
Real Bookkeeping.
Not Just a Dashboard.
The first bookkeeping platform that knows what's coming. Bank connections, receipt OCR, mileage tracking, and AI-powered cash flow forecasting -- all for a fraction of QuickBooks.
Financial Overview Total Profit
$98,643.24
Cash Flow (90d)
+$14,280
AI forecast
Recent Transactions
Financial Features
AI Capabilities
Currencies Supported
Starting Price
15 Financial Features Everything You Need for Real Bookkeeping
From bank connections to AI-powered forecasting. Not a simple expense tracker -- a complete financial management platform.
Plaid Bank Connections
Connect 2 to unlimited bank accounts via Plaid with auto-sync, intelligent duplicate detection, and one-click reconciliation. Transactions flow in automatically so you never have to enter data by hand.
Invoicing & Estimates
Create professional invoices and estimates with customizable templates, automatic PDF generation, and email delivery. Payment reminders and late fee automation keep your cash flow healthy.
Receipt OCR
Snap a photo and GPT-4o vision extracts the vendor, amount, date, and line items in seconds. Auto-matched to your bank transactions for effortless, error-free expense tracking.
Mileage Tracking
Log business trips with Google Maps distance calculation, track per-vehicle mileage, and generate IRS-compliant reports. Maximize your tax deductions without manual logging.
Time Tracking & Projects
Log billable hours against projects, set budgets, and track expenses per engagement. Convert time entries directly into invoices with one click.
Chart of Accounts
Full GAAP-standard hierarchical chart of accounts with parent-child relationships and account codes. Real double-entry bookkeeping that your accountant will actually trust.
Bank Reconciliation
Match imported transactions to bank statements with AI-assisted suggestions. Full audit trail ensures your books are always accurate and audit-ready.
Tax Center
Quarterly and annual tax estimates with AI-powered deduction scanning. Identify missed deductions automatically and stay ahead of every filing deadline.
AI Features
Seven AI capabilities including auto-categorization, 90-day and 12-month cash flow forecasting, anomaly detection, and natural language financial Q&A. Your finances, explained in plain English.
Multi-Currency
Support 20 currencies with live exchange rates, automatic forex gain/loss calculations, and per-transaction currency selection. Perfect for businesses with international clients.
Reports & Analytics
Profit & loss statements, expense reports, Sankey flow charts, and scheduled report delivery. Custom dashboards let you see exactly the numbers that matter to your business.
Collaboration
Invite up to 25 team members with role-based access (admin, member, accountant). Comment threads with @mentions and live presence indicators keep everyone aligned.
Integrations
Sync with QuickBooks and Xero, back up to Google Drive and Dropbox, get notifications via Slack, and connect payments through Stripe. Your entire financial stack, connected.
PWA & Offline
Full progressive web app with offline receipt capture, transaction entry, and push notifications. Your books travel with you -- even without an internet connection.
Privacy & Security
Row-level security on every database table, comprehensive audit logging, version history with restore, GDPR compliance center, and high-contrast accessibility mode.
AI-Powered Financial Intelligence
Seven AI capabilities that transform how you understand your finances. From receipt scanning to cash flow predictions -- intelligence built into every layer.
Starter Plan
$9/mo
-
Receipt OCR
GPT-4o vision extracts vendors, amounts, and line items
-
AI Tax Deduction Scanner
Automatically identifies missed tax deductions
Professional Plan
$19/mo
-
Everything in Starter
Plus all features below
-
AI Auto-Categorization
ML-powered transaction categories via Gemini
-
90-Day Cash Flow Forecast
Predict your financial future with Gemini 3 Flash
-
Anomaly Detection
Catch fraud and unusual spending automatically
Business Plan
$34/mo
-
Everything in Professional
Plus all features below
-
12-Month Cash Flow Forecast
Long-range financial planning powered by AI
-
NLP Financial Q&A
Ask your finances anything in plain English
-
AI-Assisted Reconciliation
Intelligent bank statement matching
The Problem with Traditional Bookkeeping
Without the Solution
Hours lost on manual entry
- Manually entering receipts and transactions every single day
- Switching between bank portals, email, and spreadsheets constantly
- Reconciliation takes days of tedious back-and-forth
- No visibility into cash flow until month-end when it's too late
With Origin Suite
Automated bookkeeping powered by AI
- Receipts auto-extracted via OCR, transactions auto-categorized by ML
- Bank connections sync in real-time to one unified dashboard
- One-click reconciliation with AI-assisted transaction matching
- 90-day and 12-month forecasting shows your cash position anytime
How balance Compares
Real bookkeeping at a fraction of the price. AI features your competitors don't offer.
| Feature | balance | Wave | FreshBooks | QB Simple |
|---|---|---|---|---|
| Starting Price | $9/mo | $16/mo | $19/mo | $30/mo |
| Bank Connections | Limited | Limited | ||
| Receipt OCR | — | |||
| Mileage Tracking | — | |||
| AI Forecasting | — | — | — | |
| Anomaly Detection | — | — | — | |
| Multi-Currency | — | — |
Why Financial Professionals Switch to balance
Designed for accountants, bookkeepers, and small business owners who need real bookkeeping at a fair price.
AI Forecasting No Competitor Offers
90-day and 12-month cash flow predictions powered by Gemini. Show clients their financial future with data-backed projections -- not guesswork.
Receipt OCR That Actually Works
GPT-4o vision extracts vendor, amount, date, and line items from any receipt photo. Auto-matched to bank transactions -- no manual data entry required.
Built For
Whether you're a solo freelancer or managing 40+ client accounts, balance scales with you.
Freelancers & Contractors
Solo operators who need reliable bookkeeping without the complexity or price of enterprise tools.
- Simple one-click bank reconciliation
- Receipt OCR from your phone camera
- Quarterly tax estimates with AI scanner
- Mileage & deduction tracking for tax season
Accountants & Bookkeepers
Financial professionals managing multiple client accounts who need efficiency at scale.
- Multi-client workspace with team roles
- Advanced P&L and custom reporting
- Full audit trail and compliance logging
- GAAP-compliant chart of accounts
Small Businesses
Growing companies that need integrated financial management without the QuickBooks price tag.
- Up to 25 team members with role access
- AI-powered cash flow forecasting
- 20+ bank institution connections
- Custom dashboards and scheduled reports
Enterprise-Grade Security
SOC 2 Type II
Enterprise security controls
256-bit Encryption
Bank-grade data protection
GDPR Compliant
Full privacy compliance
Bank-Grade Security
Financial institution standards
What balance Replaces
One platform instead of a patchwork of expensive, disconnected tools.
$30/mo
QuickBooks Simple Start
balance starts at $9/mo with more AI features
$19/mo
FreshBooks Lite
balance includes bank connections and forecasting
$16/mo
Wave (paid plans)
balance adds receipt OCR, mileage, and multi-currency
Affordable, Transparent Pricing
Real bookkeeping starting at less than a third the price of QuickBooks Simple Start. No hidden fees.
Starter
$9 /mo
per account, billed monthly
Start Trial-
2 bank accounts -
90 days history -
1 dashboard -
Receipt OCR -
Tax deduction scanner
Professional
$19 /mo
per account, billed monthly
Start Trial-
5 bank accounts -
365 days history -
10 dashboards -
AI forecasting -
QuickBooks/Xero sync
Business
$34 /mo
per account, billed monthly
Start Trial-
Unlimited accounts -
Unlimited history -
Custom dashboards -
All AI features -
25 team members
Start with balance today
14-day free trial on Professional and Business plans. No credit card required. 30-day money-back guarantee.