Balance AI

Founded by Gus Levinson in 2025

Automate your company bookkeeping with continuous transaction reconciliations and certified accountant reviews

Pricing model

Paid

Rating

★ Mixed Reviews

Time to value

Quick Setup (< 1 hour)

You can use Balance to manage your company bookkeeping, taxes, and financial reporting with automated workflows backed by real accountants. The service pairs autonomous software agents that match receipts and reconcile bank transactions with human accounting professionals who verify and sign off on every ledger entry. You can ask the built-in financial assistant questions about revenue, margins, and expenses directly through Slack. Balance also handles VAT submissions, corporation tax returns, payroll processing, and continuous cash flow forecasting directly inside your existing accounting system.

What Balance AI does

Reconcile bank transactions against receipts and purchase invoicesCategorize daily expenses across payment gateways and merchant accountsPrepare and submit VAT returns to tax authoritiesGenerate monthly financial statements and management accountsCompile annual statutory accounts and corporation tax returnsAnswer ad-hoc financial performance queries through conversational chatCalculate channel fees, cost of goods sold, and operating marginsContinuous automated transaction reconciliation throughout the monthDedicated human accountant verification and sign-off on every ledger entryBuilt-in chat assistant to query revenue, expenses, and marginsDirect synchronization with existing Xero, QuickBooks, and Business Central setupsAutomated preparation and submission of VAT returnsStatutory accounts preparation and corporate tax filingMulti-channel fee matching for online retail and payment processorsFinancial updates and support delivered via Slack and WhatsApp

Pricing breakdown

Pricing model: Paid

Frequently asked

QuickBooks Stripe

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