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Personal finance collaboration software for professionals and their clients
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We Manage Your Online Bill Pay For You


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Real Service By Real People To Deliver Better Results


Over 70 million users rely on online bill pay every month to get their bills paid.  At Balance, we have partnered with two of the best in the business in Wells Fargo and ORCC to create a revolutionary new online bill pay experience.  

At Balance, every client has access to a dedicated Personal Bookkeeper to help manage and maintain your personal finances for you.  Balance provides high tech tools and first class service to reduce the stress and time commitment required to manage your finances. 

At Balance, we match all of the features and capabilities you have come to love with online bill pay while making it smarter.  Balance is not just another do it yourself digital checkbook for you to manage.  We collect, review and manage the process of paying your bills for you!


Balance uses an advanced analytics platform to create a smarter online bill pay service.  We review each bill in detail and take into account your personal profile, history of payments, cash flow, requirements to pay and other unique rules regarding payment as well as our experience in managing bill payment to determine if a bill should be paid or reviewed further.
 
 
 
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