Built from inside practice. Built by Mr H Hammad FCCA, ACA, ICAEW Chartered Accountant and current CEO of a UK accountancy practice.
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BalansixProduct overview

One connected platform for the whole practice.

Balansix connects the operational and accounting sides of the firm so that information created at one stage can become the starting point for the next.

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Built for accountancy practicesOne client recordConnected accounting and year end
Six connected pillars

Accountancy firms do not have six separate clients just because six separate systems touch the job.

Balansix is built around one client record and the flow of work around it. Each part of the platform has a clear job, but the value comes from what those parts know about each other.

01

Practice Management

Clients, onboarding, engagement, work, staff, time and communication.

Explore →02

OCR & Capture

Bring documents and client records into a controlled accounting-ready workflow.

Explore →03

Bookkeeping

Banking, ledgers, VAT, settlements, reconciliation, schedules and reporting.

Explore →04

Final Accounts

FRS 105 and FRS 102 Section 1A accounts from the connected accounting record.

Explore →05

AI Insights

Turn financial information into clearer analysis and client conversations.

Explore →06

Cloud & Secure

Role-based access, controlled workflows, audit trail and secure cloud delivery.

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01The operating layer

Run the practice and the work together.

Practice management is not a diary sitting next to the accounting software. It is where the client relationship, agreed services, deadlines, responsibilities and team activity begin.

When the client is accepted, Balansix can carry that information forward into recurring work and the service areas used by the team. The objective is to remove the repeated setup that occurs when proposals, PM, time recording and accounting each maintain their own version of the client.

Single client administration record
Services, fees and engagement workflow
Recurring and one-off tasks
Staff allocation, permissions and read-only access
Time, attendance and workload visibility
Client profitability and recovery insight
Client communications and information requests

Explore Practice Management →

Balansix Practice Overview with work and client information
Practice Overview • live Balansix screen • Illustrative data
Balansix customer ledger screen
Customers & ledger • live Balansix screen • Illustrative data
02The accounting engine

Bookkeeping that is designed to finish the accounts.

Balansix treats the live accounting record as the foundation for VAT, year-end adjustments, financial reporting and final accounts. The job should become more complete as the year moves forward, not restart when the year ends.

Two operating modes recognise that client records arrive differently. Document-Led workflows use invoices and supporting documents as the primary accounting evidence. Bank-Led workflows use bank activity as the primary record for suitable cash-based clients. Both are controlled accounting workflows rather than shortcuts around double entry.

Bank import, running balances and reconciliation controls
Sales and purchase ledgers
Partial, grouped, one-to-many and many-to-one settlements
Standard and Cash Accounting VAT workflows where applicable
Opening balances and supporting subledgers
Journals, account movement and drill-down
Fixed assets, loans, accruals and prepayments
Trial Balance, Profit & Loss and Balance Sheet reporting

Explore Bookkeeping →

03Year end without the handoff

Let the agreed accounting record become the statutory accounts.

Traditional year end often begins with an export from one product and a new import into another. Balansix is designed so the accounting source, mapping, disclosures and statutory output remain part of the same connected client workflow.

That matters when figures change. The correct response is to correct the accounting source and let the downstream output follow, rather than patching a number in an accounts-production package and creating two versions of the truth.

FRS 105 accounts workflows
FRS 102 Section 1A accounts workflows
Period-aware accounting presentation and disclosure logic
Mapping and comparatives
Controlled disclosures and editable narrative areas
Professional statutory presentation
Detailed supporting reports where appropriate
Controlled finalisation and read-only locks

Explore Final Accounts →

Balansix final accounts output
Final Accounts • live Balansix screen • Illustrative data
The workflow before the ledger

Records should arrive ready to move forward.

Balansix connects client uploads, OCR & Capture, information requests and supporting evidence with the client and accounting workflow. The objective is not simply to store documents. It is to reduce the administration between receiving a record and using it.

IN

Structured client intake

Give clients clear upload routes for sales, purchases, expenses and bank records so the team receives context with the file, not just an attachment.

OCR

Capture the useful data

Extract accounting-relevant information from incoming records and present it in a controlled review workflow before it reaches the books.

→

Move it into the job

Keep the document, client, period and accounting workflow connected so staff spend less time sorting, renaming and re-keying.

Explore OCR & Capture →

Balansix Financial Snapshot with performance information
Financial Snapshot • live Balansix screen • Illustrative data
05AI Insights

Turn accounting information into a client conversation.

Producing accurate accounts is essential. Helping the client understand them is where the value becomes visible.

Balansix brings the same accounting information into financial snapshots, movement analysis, ratios, trends and plain-English insight. The purpose is to help the accountant identify the points worth discussing and communicate them without rebuilding the analysis in spreadsheets and presentation software.

Financial snapshot and key movements
Performance and position indicators
Ratios and trends
Plain-English explanations
Client-ready reporting
Accountant review before client delivery

Explore AI Insights →

What connected really means

The value is in the handoffs that disappear.

A feature list tells you what the software contains. The workflow tells you what your team no longer has to do.

01 • Agree

Client & services

Set up the relationship, services, fees and engagement once.

02 • Collect

Records & requests

Bring client information into the right place with the right context.

03 • Account

Books & year end

Process, reconcile and build schedules against one accounting record.

04 • Finish

Accounts & insight

Carry agreed figures into statutory output and useful client conversations.

One client. One connected record. Every stage of the work.

See what one connected workflow could remove from your practice.

Bring a real client workflow to the demonstration and compare how many handoffs, re-keying points and separate systems Balansix can remove.

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