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Balansix

balansix.com

From £19.99/mo Web
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Spec score 7.6 #18 of 29 in Accounting Practice Management Software

Spec sheet

Purpose
Balansix is an all-in-one accountancy practice platform covering practice management, bookkeeping, accounts production, a client portal and advisory reporting.Read 7 Oct 2026 · balansix.com
Audience
It is designed for UK accountancy practices, from sole practitioners to multi-partner firms.Read 7 Oct 2026 · balansix.com
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.Read 7 Oct 2026 · balansix.com
Support
Balansix provides searchable help guides and says support is answered by an ICAEW Chartered Accountant who designed the workflows.Read 7 Oct 2026 · balansix.com
Accounts production
It supports statutory accounts workflows for FRS 105 and FRS 102 Section 1A from the connected accounting record.Read 7 Oct 2026 · balansix.com
Advisory reporting
AI Insights provides financial snapshots, movement analysis, ratios, trends and plain-English explanations, with accountant review before client delivery.Read 7 Oct 2026 · balansix.com
Availability
Balansix is delivered as a cloud platform, and the site directs prospective customers to book a demo rather than offering a download.Read 7 Oct 2026 · balansix.com
Bookkeeping
The accounting workspace supports Document-Led and Bank-Led workflows, banking, ledgers, VAT, settlements, reconciliation, journals and year-end schedules.Read 7 Oct 2026 · balansix.com
Client portal
Clients can upload records, respond to information requests and access information the practice chooses to share; they do not receive posting rights to the accountant-controlled ledger.Read 7 Oct 2026 · balansix.com
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.Read 7 Oct 2026 · balansix.com
Notable limitation
The Bank-Led bookkeeping mode operates on Cash VAT only.Read 7 Oct 2026 · balansix.com
OCR and capture
OCR extracts accounting-relevant information from incoming records for controlled staff review before it reaches the books.Read 7 Oct 2026 · balansix.com
Practice workflow
It connects client onboarding, services, recurring tasks, staff allocation, time, communications and client profitability around one client record.Read 7 Oct 2026 · balansix.com

Plans and prices

Balansix Complete £19.99 a month per active client, per month; 25-client minimum 25-client minimum · active-client pricing Read 7 Oct 2026 · balansix.com
Enterprise Priced on request Talk to us; commercial terms aligned to scale For larger practices or firms with more complex implementation, migration, support or commercial requirements Read 7 Oct 2026 · balansix.com

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