Balansix
Balansix is a cloud accountancy practice platform for UK firms, combining practice management, bookkeeping, accounts production, a client portal, and advisor…
What Balansix is
Balansix is a cloud accountancy practice platform for UK firms, combining practice management, bookkeeping, accounts production, a client portal, and advisory reporting. A single client record links onboarding, services, recurring tasks, staff allocation, time, communications, and client profitability. Bookkeeping supports Document-Led and Bank-Led workflows, banking, ledgers, VAT, settlements, reconciliation, journals, and year-end schedules; Bank-Led mode operates on Cash VAT only. Accounts production covers FRS 105 and FRS 102 Section 1A workflows, with iXBRL output and Companies House submissions. OCR extracts accounting information for controlled staff review. AI Insights presents snapshots, movements, ratios, trends, and plain-English explanations before accountant review. Clients can upload records and answer requests but cannot post to the accountant-controlled ledger. Security controls include individual accounts, multi-factor access, role permissions, audit trails, reconciliation locks, and controlled finalisation. Balansix Complete costs £19.99 per month per active client with a 25-client minimum. The web platform includes workflow automation, time tracking, billing, document management, deadline tracking, and capacity planning.
Good
- Combines practice and bookkeeping workflows
- Supports FRS 105 and FRS 102 Section 1A
- OCR extraction includes staff review
- Client portal avoids ledger posting rights
- Includes Companies House submissions
Watch out
- Bank-Led mode supports Cash VAT only
- £19.99 monthly plan requires 25 clients
- Cloud platform requires booking a demo
Who it suits
It is designed for UK accountancy practices ranging from sole practitioners to multi-partner firms. It suits teams wanting bookkeeping, compliance workflows, client collaboration, and advisory reporting in one cloud platform.
Verdict
Balansix brings core accountancy practice operations into one client-centered cloud workspace. Its pricing structure and Cash VAT limitation should be considered alongside the broad workflow, reporting, and client-portal coverage.
Plans and prices
From Balansix's own pricing page, checked 7 Oct 2026.
| Plan | Price | What it gives you |
|---|---|---|
| Balansix Complete | £19.99 a month | 25-client minimum · active-client pricing · per active client, per month; 25-client minimum |
| Enterprise | Priced on request | For larger practices or firms with more complex implementation, migration, support or commercial requirements · Talk to us; commercial terms aligned to scale |
The facts
Each one read from Balansix's own pages, with the date it was checked.
What it does
- Accounts production
- It supports statutory accounts workflows for FRS 105 and FRS 102 Section 1A from the connected accounting record.checked 7 Oct 2026
- Advisory reporting
- AI Insights provides financial snapshots, movement analysis, ratios, trends and plain-English explanations, with accountant review before client delivery.checked 7 Oct 2026
- Audience
- It is designed for UK accountancy practices, from sole practitioners to multi-partner firms.checked 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.checked 7 Oct 2026
- Bookkeeping
- The accounting workspace supports Document-Led and Bank-Led workflows, banking, ledgers, VAT, settlements, reconciliation, journals and year-end schedules.checked 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.checked 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.checked 7 Oct 2026
- Notable limitation
- The Bank-Led bookkeeping mode operates on Cash VAT only.checked 7 Oct 2026
- OCR and capture
- OCR extracts accounting-relevant information from incoming records for controlled staff review before it reaches the books.checked 7 Oct 2026
- Practice workflow
- It connects client onboarding, services, recurring tasks, staff allocation, time, communications and client profitability around one client record.checked 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.checked 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.checked 7 Oct 2026
- Support
- Balansix provides searchable help guides and says support is answered by an ICAEW Chartered Accountant who designed the workflows.checked 7 Oct 2026
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