
Balansix
5.8#23 in accounting practice management softwareFrom £19.99 a monthWeb
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| Fact | Balansix | Xero Practice Manager |
|---|---|---|
| Purpose | Balansix is an all-in-one accountancy practice platform covering practice management, bookkeeping, accounts production, a client portal and advisory reporting. | Xero Practice Manager is now integrated into Xero Partner Hub, combining practice management with client and compliance tools. |
| 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. | Xero states it is certified compliant with ISO/IEC 27001:2022 and encrypts information in transit and at rest. |
| Support | Balansix provides searchable help guides and says support is answered by an ICAEW Chartered Accountant who designed the workflows. | Xero says its partner consulting team can help configure the product, with Xero Central and its team available for support. |
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.
Xero Practice Manager suits accounting and bookkeeping practices in Xero’s partner program that need to coordinate jobs, record time and bill clients. It may also fit firms seeking reporting, configurable workflows and links to Xero accounts.