Tech riderRev. 7 Oct 2026
  1. 1Runs onWeb
  2. 2Costspaid from £19.99/mo
  3. 3Client portalYes
  4. 4Workflow automationYes
  5. 5Time trackingYes
  6. 6Billing and invoicingYes
  7. 7Document managementYes
  8. 8Deadline trackingYes
8 lines stated Written from the maker's own pages: balansix.com
The Balansix homepage

Overview

Balansix is ranked #19 of 28 in accounting practice management software on Specifiction. It runs on Web. There is no free plan. Paid plans start at £19.99/mo.

Balansix plans and pricing

All plans
Balansix Complete £19.99/mo per active client, per month; 25-client minimum 25-client minimum · active-client pricing balansix.com · 7 Oct 2026
Enterprise Not published Talk to us; commercial terms aligned to scale For larger practices or firms with more complex implementation, migration, support or commercial requirements balansix.com · 7 Oct 2026

Compared on accounting practice management software

Free plan
Nobalansix.com
Client portal
Yesbalansix.com
Workflow automation
Yesbalansix.com
Time tracking
Yesbalansix.com
Billing and invoicing
Yesbalansix.com
Document management
Yesbalansix.com
Deadline tracking
Yesbalansix.com
Staff capacity planning
Yesbalansix.com

Facts

Purpose
Balansix is an all-in-one accountancy practice platform covering practice management, bookkeeping, accounts production, a client portal and advisory reporting.balansix.com · 7 Oct 2026
Audience
It is designed for UK accountancy practices, from sole practitioners to multi-partner firms.balansix.com · 7 Oct 2026
Practice workflow
It connects client onboarding, services, recurring tasks, staff allocation, time, communications and client profitability around one client record.balansix.com · 7 Oct 2026
Bookkeeping
The accounting workspace supports Document-Led and Bank-Led workflows, banking, ledgers, VAT, settlements, reconciliation, journals and year-end schedules.balansix.com · 7 Oct 2026
Accounts production
It supports statutory accounts workflows for FRS 105 and FRS 102 Section 1A from the connected accounting record.balansix.com · 7 Oct 2026
OCR and capture
OCR extracts accounting-relevant information from incoming records for controlled staff review before it reaches the books.balansix.com · 7 Oct 2026
Advisory reporting
AI Insights provides financial snapshots, movement analysis, ratios, trends and plain-English explanations, with accountant review before client delivery.balansix.com · 7 Oct 2026
Security
The site describes individual accounts, multi-factor access, role-based permissions, audit trails, reconciliation locks and controlled finalisation; it offers a security information pack on request.balansix.com · 7 Oct 2026
Integrations and filing
The accounts workflow supports iXBRL output and Companies House accounts submissions; the site does not enumerate external integrations on the opened pages.balansix.com · 7 Oct 2026
Support
Balansix provides searchable help guides and says support is answered by an ICAEW Chartered Accountant who designed the workflows.balansix.com · 7 Oct 2026
Notable limitation
The Bank-Led bookkeeping mode operates on Cash VAT only.balansix.com · 7 Oct 2026
Availability
Balansix is delivered as a cloud platform, and the site directs prospective customers to book a demo rather than offering a download.balansix.com · 7 Oct 2026

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Sources