Origin Suite
balance
Real bookkeeping. Not just a dashboard.
The full financial lifecycle for small businesses — bank connections, AI forecasting, invoicing, receipt OCR, mileage tracking, time tracking, and a complete chart of accounts.
14-day free trial · no credit card required
balance use-balance.cloud Everything included
10 features across 9 modules
Plaid Bank Connections & Auto-Sync
Connect bank and credit accounts via Plaid with automatic transaction import, duplicate detection, and real-time sync
AI Cash Flow Forecasting
90-day (Professional) and 12-month (Business) AI-powered cash flow projections using Gemini, with anomaly detection and NLP financial Q&A
Receipt OCR with Auto-Match
GPT-4o-mini vision extracts vendor, amount, date, and line items from photos — automatically matched to existing transactions within 5% tolerance
Full Chart of Accounts
GAAP-standard hierarchical chart of accounts (asset, liability, equity, revenue, expense) with double-entry bookkeeping and bank reconciliation
Invoicing & Estimates
Unlimited invoices with branded templates, PDF delivery, automated payment reminders, late fee configuration, and direct client portal payment
Mileage Tracker
Log trips with Google Maps distance calculation for accurate IRS mileage deductions, with vehicle management and trip history
Time Tracking & Project Budgets
Log billable hours per client and project, track spend vs. budget, and generate invoices directly from time entries
P&L Reports & Custom Dashboards
Profit & loss statements, expense reports, Sankey flow charts, and up to unlimited custom dashboards with scheduled email delivery
Multi-Currency Support
20 currencies with live exchange rates, forex gain/loss calculation, and per-transaction currency tracking
QuickBooks & Xero Sync
Bi-directional accounting sync with QuickBooks and Xero for teams that need both platforms during transition (Professional+)
Simple, transparent pricing
balance — choose the plan that fits your team
Starter
- 2 bank connections
- 90-day transaction history
- 1 dashboard
- 1 team member
- Transactions & reconciliation
- Chart of accounts
- Unlimited invoices
- Estimates
- Receipt capture
- Mileage tracking
- Standard reports
- PWA & offline support
Professional
- 5 bank connections
- 365-day transaction history
- 10 custom dashboards
- Up to 5 team members
- AI auto-categorization
- 90-day AI cash flow forecast
- P&L & expense reports
- Data export (CSV/PDF)
- QuickBooks & Xero sync
- All Starter features
Business
- Unlimited bank connections
- Unlimited transaction history
- Unlimited dashboards
- Up to 25 team members
- 12-month AI cash flow forecast
- Anomaly detection
- NLP financial Q&A
- Contracts & e-signatures
- Multi-business switching
- Accountant access role
- Scheduled reports
- Custom reports
- Sankey flow charts
- All Professional features
Who is this for?
Built for the people who need it most.
Freelancer / Sole Proprietor
The problem:
Using spreadsheets or Wave and guessing at cash flow every month — no real bookkeeping, no forecasting
How balance helps:
Full chart of accounts, Plaid bank connections, and 90-day AI cash flow forecasting starting at $9/mo
Small Business Owner on QuickBooks
The problem:
Paying $30/mo for QuickBooks Simple Start but not using most of its features, and it has no AI forecasting
How balance helps:
balance starts at $9/mo with AI categorization, 90-day forecasting, and anomaly detection included on Professional
Micro-Business with a Small Team
The problem:
Need to share financial access with a bookkeeper or small team but can't justify enterprise pricing
How balance helps:
Up to 25 team members on Business plan with accountant access role and multi-business switching
Product Business Owner
The problem:
Mileage deductions are always missed and receipts pile up in a shoebox — tax season is a scramble
How balance helps:
Google Maps mileage tracker and AI-powered receipt OCR that auto-matches to bank transactions
Consultant Billing Hourly
The problem:
Time entries live in a spreadsheet, invoicing is manual, and estimates never convert cleanly to invoices
How balance helps:
Integrated time tracking, project budgets, and estimates that convert directly to invoices
Ready to try balance?
Be among the first to get early access. We'll notify you when balance launches.
No credit card required · Early access updates by email