balanzify
One platform for your whole business

Stop switching tabs. Start running your business.

Accounting, payroll, HR, sales, and inventory — connected in one place. See your real numbers in real time and make confident decisions without jumping between five different tools.

Finance

Close your books in hours. Know your numbers in real time.

Accounting, invoicing, and reporting share one ledger — so every transaction lands in your books and updates your numbers the moment it happens.

Accounting & Financials

Get a real-time P&L without touching a spreadsheet.

Every transaction flows straight into your ledger and reconciles automatically. No more month-end scramble — your financials are always current and ready to share.

Double-entry general ledger with full audit trail
Real-time P&L, balance sheet, and cash flow
Automated bank reconciliation — 21,000+ institutions supported
Multi-currency support for international transactions
Accountant access mode with read-only permissions
Export-ready reports for your tax preparer
Journal entries, adjustments, and period locking
Chart of accounts customizable to your business structure
Accounting & Financials

Before

Expense reimbursements take 3 weeks
Vendor payments tracked on a spreadsheet

After

Expenses reimbursed on next payroll run
Vendor payments scheduled and auto-reconciled
Invoicing & Payments

Get paid faster. Stay on top of cash flow. Every time.

Send professional invoices, accept online payments, and let Balanzify chase overdue accounts — so cash hits your account faster without extra admin.

Professional invoices with your branding
Automatic payment reminders and follow-ups
Online payments via ACH, card, and bank transfer
Recurring invoices for retainers and subscriptions
Partial payments and credit notes supported
Aging reports with one-click collections view
Quotes that convert to invoices in one click
Payment status synced to your books instantly
Invoicing & Payments

Before

Invoices sent manually and chased over email
No visibility into who has paid and who has not

After

Invoices go out automatically on schedule
Real-time AR dashboard shows every open balance
Reporting

Show your board real numbers. Any time they ask.

Custom dashboards, budget vs. actuals, and export-ready reports — always current, always accurate. No more waiting until month-end to answer a simple question.

Live P&L, balance sheet, and cash flow
Drill down to source transactions
Board-ready reports on demand
Scheduled report delivery to stakeholders
Custom date ranges and filters
Export to PDF or CSV instantly
Budget vs. actuals by department
Multi-company consolidated reporting
Reporting

Before

Reports prepared manually each quarter
No visibility until month-end close

After

Live financials updated in real time
Board pack ready in one click
People

Run payroll in minutes. Onboard a new hire in an afternoon.

Payroll and HR share the same data — so every hire, raise, and departure flows through without a single manual step between systems.

Payroll

Payroll made easy. Compliance handled for you.

Run payroll in two clicks with automated tax calculations, direct deposit, and W-2/1099 filing — all included. Multi-state compliance is built in, not bolted on.

Automated payroll with multi-state tax compliance
Direct deposit and pay stub delivery
W-2 and 1099 filing included
Overtime and bonus calculations handled automatically
Payroll journal entries posted to your books
Employee self-service pay history access
Garnishments and deductions managed in one place
Year-end tax forms generated and filed
Payroll

Before

Payroll takes a full day every two weeks
Tax filings handled by a separate provider

After

Payroll runs in minutes with one approval
Tax compliance and filings included in-platform
HR & Workforce

The full employee lifecycle. From offer letter to last day.

Hiring, onboarding, PTO, performance, and offboarding — all connected to payroll so every change flows through without a single manual step.

Digital offer letters and onboarding workflows
PTO accrual, requests, and approval routing
Employee profiles with full employment history
Document storage for contracts and compliance
Org chart and department management
Attendance and timesheet integration
Offboarding checklists with access revocation
HR reports tied directly to payroll data
HR & Workforce

Before

New hire paperwork spread across five tools
PTO balances tracked in a shared spreadsheet

After

New hires onboarded digitally in one afternoon
PTO synced to payroll with zero manual entry
Security & Admin

Role-based access. Audit logs. Built in by default.

Enterprise-grade security without enterprise complexity. Control who sees what, track every change, and stay compliant without hiring a dedicated admin.

Granular role-based permissions per module
Full audit log of every user action
Two-factor authentication for all accounts
Session management and forced logout
IP allowlisting for sensitive operations
SOC 2 compliant infrastructure
Data encryption at rest and in transit
Compliance-ready access controls out of the box
Security & Admin

Before

Everyone has the same login with full access
No record of who changed what and when

After

Custom roles limit access to what each person needs
Every action logged with timestamp and user
Operations

Know exactly what you have. Know exactly what you've spent.

Inventory, customers, and sales connect to your books — so stock levels, COGS, and cash all stay in sync without a single re-entry.

Spend Management

Never oversell. Never stockout. Know your COGS in real time.

Track inventory across every location, get reorder alerts before you run out, and let COGS post to your books automatically when items sell.

Real-time inventory across all locations
Automatic reorder alerts and low-stock warnings
COGS posted to books on every sale
Purchase orders linked to vendor bills
Multi-warehouse transfer tracking
Barcode and SKU management
Inventory valuation reports on demand
Shrinkage and adjustment workflows
Spend Management

Before

Stock counts done manually once a month
COGS calculated in a spreadsheet after close

After

Inventory updates live with every transaction
COGS flows to your P&L automatically
Customers & CRM

See every customer's complete financial picture in one place.

CRM with transaction history, payment terms, and aging reports — directly connected to AR and collections so you always know where you stand with every account.

Full customer transaction and payment history
Payment terms and credit limits per account
AR aging and collections dashboard
Contact management with activity timeline
Customer statements generated on demand
Notes and tags for account management
Linked invoices, quotes, and payments
Revenue by customer reporting
Customers & CRM

Before

Customer data split between CRM and accounting
Collections chased without payment context

After

One profile shows every invoice, payment, and balance
Collections prioritized by real-time aging data
Sales & Processing

Quote to cash in one system. 10x faster.

Quotes become invoices, invoices become payments, and payments reconcile automatically. From first contact to cash in the bank — no handoffs, no re-entry.

Quotes that convert to invoices in one click
Sales orders linked to inventory and fulfillment
Receipt scanning with automatic categorization
Expense approvals routed to the right manager
Multi-line invoices with tax calculations
Payment collection synced to bank reconciliation
Sales pipeline connected to revenue reports
End-to-end audit trail from quote to deposit
Sales & Processing

Before

Quotes retyped as invoices in a separate tool
Receipts photographed and entered manually

After

Quote accepted and invoiced in one workflow
Receipts scanned, categorized, and posted automatically

The business platform for the modern world.

Accounting, payroll, HR, and operations — connected in one place. Start free and see the difference.

Migrations & APIs

Switch in an afternoon. Connect to everything.

QuickBooks Import

Import your existing books in one afternoon. No data loss, no manual re-entry.

Bank Feed Connections

Secure connections to 21,000+ financial institutions. Transactions sync and categorize automatically.

Payment Rails

ACH, real-time payments, Push to Card, and card acceptance. All built in. No third-party payment tool required.

Tax Filing

W-2, 1099, and payroll tax filing handled directly from the platform. No separate filing tool at year end.

Gusto Migration

Migrate payroll history, employee records, and direct deposit info with a guided import tool.

REST API

Full API access for custom integrations. Available on Growth plan.

Your business deserves to feel this organized.

Join thousands of growing companies using Balanzify to run accounting, payroll, and operations from one place. Start free—no card required.