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Real-time accounting for modern businesses

Balanced connects to your systems, closes your books continuously, and pairs you with a dedicated controller. Have your finances current and accessible. Always.

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6 Stories

Read about our customers

Closing the books for 30+ growing businesses across retail, services, and SaaS.

Features

Everything your finance operation needs.

Get access to daily-updated books, real-time alerts, forward-looking forecasts, and a dedicated controller, all for your business.

Connect your Systems

Continuous Close

Controller Oversights

Live Dashboards

Integrate to your systems

Connect to your system's backend so we can pull live data that syncs your general ledger.

Revenue and COS that
Access revenue vs forecast, at a glance
Review cash positions across every account

Integrate to your systems

Connect to your system's backend so we can pull live data that syncs your general ledger.

Revenue and COS that
Access revenue vs forecast, at a glance
Review cash positions across every account

Skip the month-end scramble.

Your books get reconciled a little every day, so when the 1st rolls around, there's nothing to catch up on. Use your month-end sessions for reviews only.

Transactions categorized and reconciled daily
Accruals and adjustments handled as they happen
A clean close done without the all-nighter

Skip the month-end scramble

Most accounting tells you what already happened. Balanced also tells you what could. Run the numbers on a new hire, a price change, or an expansion before you make the call.

Runway projections based on today's burn
"What-if" models for hiring, pricing, and expansion
Clarity before you commit

A real human who knows your business.

You get real support from day one: in your Slack, your texts, and on the other end when you need a call.

A named financial expert, assigned from day one
Immediate access
Make real decisions together

A real human who knows your business.

You get real support from day one: in your Slack, your texts, and on the other end when you need a call.

A named financial expert, assigned from day one
Immediate access
Make real decisions together

Know Your Numbers. Every Day.

A real-time view of financial performance, built for fast-moving teams and founder decision-making.

Track burn, runway, revenue, and cash position in one place
Metrics update continuously as transactions sync in
Eliminates lag between financial activity and visibility

Know Your Numbers. Every Day.

Connect to your system's backend so we can pull live data that syncs your general ledger.

Revenue and COS that
Access revenue vs forecast, at a glance
Review cash positions across every account

Pricing

Built for businesses of all sizes

Every business is a little different, so every quote is custom. But here's where most of our clients begin.

Bookkeeping

For teams who just need clean books, every day.

$750 / month

Get Started

✓ Systems selection and setup

✓ Bank and credit card reconciliation

✓ Monthly review by a team member

✓ Access your data via AI

Controller

For scaling companies that need a thinking partner.

$2,500 / Month

Get Started

Everything in Bookkeeping plus

✓ Connect to all APIs

✓ Monthly meetings to review financials

✓ Live dashboards

Sacle

For operators who want their data to actually work for them.

$4,000 / Month

Get Started

Everything in Controller plus

✓ Custom dashboards

✓ Multiple entities

✓ Advanced workflows

✓ Dedicated strategic reviews

Reach out

Need a one-time cleanup, model, or fundraising push? Ask us about a Quick Sprint.

Let's Chat

Feedback

Why clients stay.

The real test is whether you're still here two years later. (Most of our clients are.)

Frequently Asked Questions

Still have a question in mind? Let's chat

How is Balanced different from a traditional accountant?

What’s a “continuous close” and why does it matter?

What tools do you integrate with?

What do you mean by “access your data via AI”?

Can you do my taxes too?

Stop wondering what your numbers mean.

Book A Call

Stop wondering what your numbers mean.

Book A Call

Stop wondering what your numbers mean.

Book A Call

Real-time accounting for modern businesses

Everything your finance operation needs.

Connect your Systems

Continuous Close

Controller Oversights

Live Dashboards

Integrate to your systems

Integrate to your systems

Skip the month-end scramble.

Skip the month-end scramble

A real human who knows your business.

A real human who knows your business.

Know Your Numbers. Every Day.

Know Your Numbers. Every Day.

Built for businesses of all sizes

Bookkeeping

$750 / month

Controller

$2,500 / Month

Sacle

$4,000 / Month

Reach out

Why clients stay.

We run multiple laundromat locations and had no real visibility into how each store was performing. Balanced changed that. They cleaned up our processes, moved us onto better tools, and built reporting at the location level that we use for decisions.

Before Balanced, we didn't have books. Everything was in spreadsheets. They got us set up on QuickBooks, built out reporting, and now we're closing by the 5th of every month. We went from no financial infrastructure to actually understanding our numbers in a matter of weeks.

What I appreciate most about Balanced is that they're always thinking a step ahead. Insurance accounting is its own beast, and most firms would just close the books and move on. Balanced builds for where we're going. Practical solutions that work today but are designed to scale.

The biggest thing Balanced gave us was clarity. We didn't really understand our margins by business line until they got involved, and now it's changed how we make decisions. They're in our Slack, they flag things before we even notice, and it feels like they're part of the team.

We run multiple laundromat locations and had no real visibility into how each store was performing. Balanced changed that. They cleaned up our processes, moved us onto better tools, and built reporting at the location level that we use for decisions.

Before Balanced, we didn't have books. Everything was in spreadsheets. They got us set up on QuickBooks, built out reporting, and now we're closing by the 5th of every month. We went from no financial infrastructure to actually understanding our numbers in a matter of weeks.

What I appreciate most about Balanced is that they're always thinking a step ahead. Insurance accounting is its own beast, and most firms would just close the books and move on. Balanced builds for where we're going. Practical solutions that work today but are designed to scale.

The biggest thing Balanced gave us was clarity. We didn't really understand our margins by business line until they got involved, and now it's changed how we make decisions. They're in our Slack, they flag things before we even notice, and it feels like they're part of the team.

How Lucid Insurance built accrual-based books and automated revenue recognition while preparing to raise capital

How cold.email scaled from zero accounting to monthly closes by the 5th without losing visibility

How The Mural Group tracks multi-segment profitability with detailed client P&Ls and automated revenue recognition

Frequently Asked Questions

How is Balanced different from a traditional accountant?

What’s a “continuous close” and why does it matter?

What tools do you integrate with?

What do you mean by “access your data via AI”?

Can you do my taxes too?

Stop wondering what your numbers mean.

Stop wondering what your numbers mean.

Stop wondering what your numbers mean.