Balance
Accountants using AI agents: bookkeeping, VAT, annual accounts and tax filings for a fixed monthly fee.
Company basics
- HQ
- United Kingdom
- Delivery model
- Hybrid (shared operation)
- Pricing model
- Subscription
Scope
- Industries
- Accounting
- Regions
- Denmark, United Kingdom
- Languages
- Danish, English
About Balance
Balance is a finance function made of accountants using AI agents: the AI does the manual work and accountants review. It delivers bookkeeping, VAT preparation and filing, and annual accounts and corporation tax returns for one fixed monthly fee, starting from GBP 350 per month on the homepage. It works inside Xero, QuickBooks and Business Central and has offices in London and Copenhagen. An AI assistant gives real-time ledger access over Slack, WhatsApp or email.
What they do
- End-to-end delivery (you don't operate the tools)Source · checked 2026-10-02Bookkeeping, VAT and annual accounts delivered as a managed service.
- Human review includedSource · checked 2026-10-02Accountants review every entry before it is booked.
- Works inside your existing systemsSource · checked 2026-10-02Xero, QuickBooks and Business Central stay the source of truth.
- API or data exportSource · checked 2026-10-02Machine-readable export of customer data on termination.
Pricing
- Pricing model
- Subscription
- Published starting price
- Not published
- Pricing page
- Not published
Evidence of outcomes
CNo publicly verifiable outcomes yet.Homepage says most clients are handed over inside two weeks; no customer figures. Lead list funding was not confirmed.
A: third-party verifiable outcomes · B: outcomes reported by the company or its investors · C: no publicly verifiable outcomes yet. Demos, forecasts and slogans do not count.
FAQ
What does Balance deliver?
Bookkeeping, VAT, annual accounts and corporation tax returns for a fixed monthly fee.
Where does it operate?
The site shows offices in London and Copenhagen and offers English and Danish.
Does it train AI on my data?
The terms say Balance does not train AI models on customer data.
Can I get my data out?
The terms say Balance provides a machine-readable export and deletes data within 90 days.
Our read
Editorial view based on public information — not an endorsement.
Capabilities
| Check | Status | Source |
|---|---|---|
| End-to-end delivery (you don't operate the tools) | Confirmed | Source · checked 2026-10-02Bookkeeping, VAT and annual accounts delivered as a managed service. |
| Human review included | Confirmed | Source · checked 2026-10-02Accountants review every entry before it is booked. |
| Signed off by licensed professionals (CPA, attorney…) | Not offered | Source · checked 2026-10-02Terms: Balance UK is not a firm of Chartered Accountants and lacks Danish auditor designations. |
| Works inside your existing systems | Confirmed | Source · checked 2026-10-02Xero, QuickBooks and Business Central stay the source of truth. |
| Private / on-prem deployment available | Not stated | — |
| API or data export | Confirmed | Source · checked 2026-10-02Machine-readable export of customer data on termination. |
| Multilingual delivery | Not stated | — |
Commitments
| Check | Status | Source |
|---|---|---|
| Public delivery SLA | Not stated | — |
| Outcome-based pricing | Not stated | — |
| Refund / satisfaction guarantee | Not offered | Source · checked 2026-10-02Terms disclaim all warranties. |
| Customer data not used for training | Confirmed | Source · checked 2026-10-02Balance does not train AI models on customer data. |
| SOC 2 | Not stated | — |
| ISO 27001 | Not stated | — |
| HIPAA | Not stated | — |
| GDPR | Confirmed | Source · checked 2026-10-02Processing governed by a Data Processing Agreement. |
| Named party responsible for outcomes | Confirmed | Source · checked 2026-10-02Aggregate liability capped at fees paid in the preceding month. |
Funding
Not disclosed
How we check
Every check below links to its source and shows when we checked it. "Not stated" means we found no public statement — it does not mean "no".
Other routes
Use a tool yourself
Sources
- Company website: https://getbalance.ai/
- Signed off by licensed professionals (CPA, attorney…): https://getbalance.ai/terms
Change history
- 2026-10-02 · Listed on Toolsfine