Balance is your company's personalized cash management solution. Our technology empowers organizations to gain full visibility and manage their liquidity across all financial partners by connecting with banks and accounting systems in minutes. Balance furnishes real-time aggregated cash data while reducing the time and labor spent on manually logging in, copy pastes, and analysis.
We provide intelligent tools for charting, cash flow analysis, forecasting, alerting, and transaction classification. You can create fully customizable dashboards to keep track of the KPIs that matter the most. Balance uses AI to generate smart actionable insights of your cash, help automate your forecasting by identifying your recurring transactions, and auto- classify your transactions. On top of our AI- generated notifications, users can create fully customizable real-time alerts so that important cash movements never go unnoticed. We are your partner to reduce risk and uncertainty while allowing financial managers to focus on value-generating activities.