balnce.pro Early access

Bookkeeping for accounting firms ยท coming soon

Books that rest.

Balnce.Pro is where your firm keeps each client's books, from the weekly bank lines to the year-end close. Tony, The Accountant, feat. Jev, does the first pass and your team reviews it.

Installed on your firm's own server by WilsonWorks.

A look inside

The screens your team works in.

Each client sits in one stage of the year: getting caught up, the weekly books, the monthly close, quarterly taxes, year-end and the return.

The Balnce.Pro home screen: four summary tiles and the clients that need a person today.
One quiet home for every client.
The year drawn as a loop of stages, from the weekly books to after filing.
Each stage hands clean numbers to the next.
The weekly review: five bank lines with the account Tony picked, three settled, and a note to Tony on a deposit he asked about.
Tony sets aside the lines he can't decide. You make the call.
The year-end close: Tony's proposed depreciation and accrued-wage entries beside the asset register.
Tony drafts the year-end entries and shows his work.

Stills from the showcase film. Every client shown is invented.

The showcase film

A year of books, start to finish.

About eight minutes, with music and on-screen text. It follows one firm through a week, a month-end close, a quarter and a year-end.

Where it runs

On your firm's own server.

WilsonWorks installs Balnce.Pro on a server at your firm and sets it up with your team. Your clients' books in Balnce.Pro live on that server.

We never hold your clients' data.