On the recordRead 7 Oct 202613 facts
Balansix
Plans and prices
Balansix Complete
£19.99a month
25-client minimum · active-client pricing
Read 7 Oct 2026 · balansix.com
Enterprise
Priced on request
For larger practices or firms with more complex implementation, migration, support or commercial requirements
Read 7 Oct 2026 · balansix.com
On the record
- Accounts production
- It supports statutory accounts workflows for FRS 105 and FRS 102 Section 1A from the connected accounting record.balansix.com · read 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 · read 7 Oct 2026
- Audience
- It is designed for UK accountancy practices, from sole practitioners to multi-partner firms.balansix.com · read 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 · read 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 · read 7 Oct 2026
- 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.balansix.com · read 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 · read 7 Oct 2026
- Notable limitation
- The Bank-Led bookkeeping mode operates on Cash VAT only.balansix.com · read 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 · read 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 · read 7 Oct 2026
- Purpose
- Balansix is an all-in-one accountancy practice platform covering practice management, bookkeeping, accounts production, a client portal and advisory reporting.balansix.com · read 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 · read 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 · read 7 Oct 2026
