Balances is AI-powered accounting software that tracks every job, receipt, and invoice — so you can focus on the work, not the paperwork.
No credit card required. Works on desktop and mobile.
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, AI does the rest
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
Built for people who build things — not for people with accounting degrees.
Job Costing
Create jobs, link invoices and expenses, and see profit per job at a glance. Know which jobs make money and which ones don't — before it's too late.
Receipt Capture
Snap receipts on-site with your phone camera or forward them from Gmail. Balances extracts the details and matches them to your bank transactions automatically.
Invoicing From Anywhere
Create and send professional invoices from your phone or desktop. Set up recurring invoices for retainer clients. Automated reminders chase payment for you.
Bank Feed + AI Categorization
Connect your bank and credit cards. Balances learns how you categorize — materials, subcontractors, fuel, equipment — and handles it automatically.
Works On Your Phone
Review transactions, approve expenses, capture receipts, and chat with the AI assistant — all from the job site. No laptop required.
Tax-Ready Books
Profit & Loss, Balance Sheet, tax estimates — always up to date. Hand your accountant clean books at year-end instead of a box of receipts.
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
The AI categorizes your transactions — materials, labor, fuel, permits — and gets smarter over time. Review and approve with one tap.
Track jobs, send invoices, get paid
Create jobs, tag expenses, invoice clients, and see per-job profitability. Your books stay tax-ready without you thinking about it.
If you run a crew and send invoices, Balances is built for you.
See how Balances compares to legacy accounting software.
Balances
Others
AI transaction categorization
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Per-job profit tracking
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Receipt capture from phone
Automated invoice reminders
AI assistant you can talk to
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Gmail receipt extraction
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Tax estimation built in
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Unlimited team members
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Free personal account
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Starts at $20/mo
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Start free for your personal finances. Upgrade when you launch a business — 14-day trial, cancel anytime.
Personal finances, made effortless
forever
Unlimited bank & credit card accounts
AI-powered transaction categorization
Budgets & spending insights
Net worth & cash flow tracking
Forward expenses to your business
No credit card required
Full-featured accounting for your business
per month
Unlimited bank & credit card accounts
AI bookkeeping agent
Auto-categorize transactions
Connect banks via Plaid or CSV
Send invoices with payment links
Automate recurring invoices
Track bills and payables
Employee reimbursements
13+ reports — PDF & Excel export
Accrual and cash basis
Unlimited team members
For businesses operating internationally
per 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. Business plans include a 14-day free trial. Cancel anytime. Questions? Contact us
14-day free trial. No credit card. Set up in 10 minutes.
If it's not for you, just walk away.
B
Made with love in San Francisco, California.
© 2026 Balances, Inc.