Balance
Balance provides real-time, audit-ready bookkeeping and accounting at a flat monthly price by combining AI agents that handle the manual work with ACA-qualified accountants who review and take responsibility. Clients get continuously reconciled books, a shorter month-end close, and access to Bea, an AI assistant that answers financial questions in plain language via Slack, WhatsApp, or email. The service is trusted by over 150 companies and includes VAT preparation, payroll, and management accounts as needed.
- Financial Technology
- AI Agents
- Artificial Intelligence
- Enterprise Software
- Software Only
Funding
Raised to date
$500KRaised to date based on public sources. This may differ from the amount the company actually raised and is based only on what is publicly available on the internet.
Founders
Founder details are not available yet.
Product
Problem
Traditional bookkeeping and accounting services often rely on manual data entry and month-end catch-up, leaving businesses with outdated financial records, lengthy closing processes, and limited visibility into their cash position. As companies grow, they face the choice of hiring more finance staff or accepting delayed, less reliable numbers.
Solution
Balance provides a fractional finance team that combines AI agents with human accountants to deliver real-time, audit-ready books at a flat monthly price. The AI agents continuously reconcile, categorize, and match documents against the ledger throughout the month, while ACA-qualified accountants review the output, handle judgment calls, and take responsibility for accuracy. Clients can ask Bea, an AI financial assistant, questions in plain language via Slack, WhatsApp, or email, and receive answers based on the live ledger rather than last month's close. The service includes VAT preparation, payroll, management accounts, and annual accounts, with a handover process that typically takes under two weeks.
Target Audience
Primary customers are growing businesses across every industry that need reliable, current financial records without expanding their in-house finance headcount, from seed-stage startups to scaling companies.
Features
- AI agents that reconcile, categorize, and match supplier documents against the ledger continuously through the month
- ACA-qualified accountants who review AI output, own judgment calls, and are answerable for the numbers
- Bea, an AI assistant accessible via Slack, WhatsApp, or email, providing plain-language answers from the live ledger
- Auto-fetch of supplier documents from inboxes, matched to transactions, with automated chasing of missing receipts
- Real-time financial data available on any day of the month, not just after the close
- Services include bookkeeping, VAT returns, payroll, management accounts, annual accounts, and AI CFO support such as cash flow forecasting and board packs