"Create invoice for $2,500"
"Show me overdue invoices"
"Categorize as office supplies"
"Run P&L for Q3"
Natural language
Type what you need like you're talking to an assistant. "Create an invoice for $2,500" or "Show me last month's expenses." It understands. It executes.
Business checking, savings, credit cards, PayPal, Stripe—connect them all. Your transactions sync automatically. No more CSV uploads or manual entry.
Create professional invoices in seconds. We track when they're sent, viewed, and paid. When payment hits your bank, we match it automatically.
Need your P&L for a loan application? Click, done. Tax time? All your reports are ready. No waiting, no complicated exports, no stress.
Give your CPA or bookkeeper access. They see everything in real-time, no more emailing spreadsheets. Tax season just got way easier.
Your financial data is encrypted and backed up daily. We use read-only bank connections—we can see your transactions, but can never move money.
We've spent too many Sunday nights reconciling bank statements. We built Balances so you never have to experience that again.
Updates
Security
Available
Type it → It's created
Type it → There it is
Type it → Instant report
Type it → Done
Sales → Customers → New Invoice
Fill form → Add line items
Review → Save → Send
47 clicks later...
"Create invoice for Sarah, $2,500"
Done.
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.
See why small businesses are switching from spreadsheets and legacy software.
Sign Up FreeInvoice 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.
Create an invoice
47 clicks
One sentence
Find a transaction
Menu diving
Just ask
Run a report
5-10 clicks
Type it
Learning curve
Hours of training
You already know how
Load time
8-12 seconds
< 1 second
Transaction limits
Pay for more
Unlimited
Team access
$10-15/user
Included
Bank connections
Limited
Unlimited
Setup time
2-3 hours
5 minutes
One company, all features
1 company
Plain English commands
Unlimited transactions
Unlimited bank accounts
Invoicing & payments
All financial reports
Unlimited users
No training required
Multiple companies, one dashboard
Up to 5 companies
Everything in Starter
Bulk commands across companies
Priority support
Advanced reports
Multi-company dashboard
API access
For firms managing clients
Unlimited companies
Everything in Growth
Client management portal
Bulk operations across clients
Dedicated support
Team collaboration
White-label options
$30-200/month + per-user fees + training costs + your sanity
$10/month. Unlimited users. Works immediately. No training.
Try everything risk-free. No credit card required. Cancel anytime with one click.
Start small and upgrade as you grow. Downgrade if you need to. No penalties, ever.
Your data is yours. Export everything to CSV or integrate with your accountant's software.
B
Made with love in San Francisco, California.
© 2026 Balances.ai, Inc.