Simple Software Solutions for Personal Finance Professionals.

Solutions include: branded client portal & file sharing, expense & budget tracking, bill pay & portfolio reporting.
Perfect for CPAs, RIAs, financial advisors & bookkeepers.
Better attract, engage & collaborate with clients.

Cutting edge technology trusted by personal finance professionals everywhere.

"Balance pays for itself. By gathering the data on a clients finances, the client saves more, pays less tax, and makes better financial decisions”

Jeff Flohr -

Flohr Asset Management

Choose from four simple & collaborative solutions for you and your clients.

Cash Flow Reporting

Track client spending & data across 7000 financial institutions

Integrated personal financial management tools allow you to better understand where you clients finances stand and how you can help. Track spending, build & maintain budgets, automatically categorize spending and build reports.

Professional Grade Bill Pay

The perfect online bill pay tool for professional bill pay services.

Balance provides the only purpose bill pay software for professionals assisting consumers with managing household bill pay. If you are a Daily Money Manager, CPA, family office or trust manager Balance is perfect for you.

Investment Portfolio Reporting

Just Launched in Beta! Simple & affordable portfolio reporting.

Connect your clients investment accounts to track net worth, portfolio allocation and holdings. Use Balance to build elegant investment reports and use alerts to track changes.

Client Portal

Branded client portal with secure file sharing.

For only $19.95 per month, get a branded client portal for unlimited clients, simple file sharing and 5GB of storage. No long term committment and software updates shipped regularly.

Collaborate with clients.

Balance gives you a high tech way to collaborate & engage with your clients beyond just in person and over the phone.

Integrated alerts & email.

Stay on top of client spending, account activity, tasks and manage messages through Balance.

Bank level security.

Balance uses a SAS 70 data center with 24/7 monitoring and bank level security policies.

Branded to you.

Balance is fully customizeable to fit your personal brand and the brand you represent. Customize landing pages, client contacts, emails and mobile apps.

No long term contract and only pay for what you use. Start today!