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Balansix
What Balansix is
Balansix is a cloud platform for UK accountancy practices, combining practice management, bookkeeping, accounts production, a client portal, and advisory reporting. It connects onboarding, recurring tasks, staff allocation, time, communications, and client profitability around a client record. The accounting workspace offers Document-Led and Bank-Led workflows alongside banking, ledgers, VAT, settlements, reconciliation, journals, and year-end schedules; Bank-Led bookkeeping operates on Cash VAT only. Accounts production supports statutory workflows for FRS 105 and FRS 102 Section 1A, with iXBRL output and Companies House accounts submissions. OCR extracts accounting information from incoming records for staff review before it enters the books. AI Insights presents financial snapshots, movement analysis, ratios, trends, and plain-English explanations, with accountant review before client delivery. The client portal allows uploads, responses to information requests, and access to selected information, but clients cannot post to the accountant-controlled ledger. Balansix Complete costs £19.99 a month per active client, with a 25-client minimum. Larger practices can ask about Enterprise terms.
Who it suits
Balansix suits UK accountancy practices, from sole practitioners to multi-partner firms. It may fit practices seeking connected bookkeeping, accounts production, client workflows, and advisory reporting in a cloud platform.
What it does well
- Connects practice workflows around one client record.
- Supports statutory accounts for FRS 105 and FRS 102 Section 1A.
- OCR information is reviewed before reaching the books.
- Client posting rights do not extend to the ledger.
- Provides iXBRL output and Companies House submissions.
What to know first
- Bank-Led bookkeeping operates on Cash VAT only.
- Complete has a 25-client minimum.
Plans
| Plan | Billed and limits | Price |
|---|---|---|
| Balansix Complete | per active client, per month; 25-client minimum · 25-client minimum · active-client pricing | £19.99 a month |
| Enterprise | Talk to us; commercial terms aligned to scale · For larger practices or firms with more complex implementation, migration, support or commercial requirements | On request |
As balansix.com lists them, read 7 Oct 2026. The maker's own page has the final word.
Verdict
Balansix brings practice operations and accounting workflows together, with client access that leaves ledger posting under accountant control. Practices should check the Cash VAT limit and 25-client minimum against their needs.
Facts from Balansix's own pages
- Accounts production
- It supports statutory accounts workflows for FRS 105 and FRS 102 Section 1A from the connected accounting record. · balansix.com, 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, 7 Oct 2026
- Audience
- It is designed for UK accountancy practices, from sole practitioners to multi-partner firms. · balansix.com, 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, 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, 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, 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, 7 Oct 2026
- Notable limitation
- The Bank-Led bookkeeping mode operates on Cash VAT only. · balansix.com, 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, 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, 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, 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, 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, 7 Oct 2026