Balansix
Balansix: Practice management, bookkeeping and accounts production in one web platform. Ranked #19 of 29 in Accounting Practice Management Software by our editors (7.4/10); pricing: Paid; best for UK firms wanting practice and accounts production.
At a glance
- Editor score7.4 / 10
- PricingPaid
- Best forUK firms wanting practice and accounts production
- Free planNo
- Paid from£19.99/mo
- Client portalYes
- Facts checked19 Sep 2026
Where it wins
- Combines practice management, bookkeeping and accounts production
- Includes OCR, controlled review and linked year-end schedules
- Client portal supports uploads, requests and controlled visibility
Where it doesn't
- Pricing is £19.99 plus VAT per active client each month
- A 25-client minimum may not suit smaller practices
- Web-only access may not fit firms needing other platforms
Our verdict on Balansix
Balansix is cloud software for UK accountancy practices that want practice management and accounts production in one workflow. It brings together client onboarding, engagement workflows, tasks, statutory deadlines, staff time, workload visibility, bookkeeping, banking, VAT, journals, reconciliation, documents and advisory reporting. The client portal supports uploads, information requests and practice-controlled visibility, while the accounting workspace remains under staff control. It is best suited to firms that want operational and accounting work organized around one connected client record.
The published plan is Balansix Complete at £19.99 plus VAT per active client per month, billed monthly, with a 25-client minimum. It includes practice management, clients, engagement, tasks and deadlines; OCR and document capture with controlled review; bookkeeping, banking, VAT, journals and reconciliation; connected final accounts production; AI insights and advisory reporting; and the client portal. The pricing model is client-based rather than per user, which makes the active-client definition central to evaluating cost as a practice grows. Firms should compare their client volume and workflow mix with the plan before choosing it.
Balansix’s strongest fit is a UK practice that needs breadth across recurring work, deadline tracking, capacity visibility, bookkeeping, VAT, reconciliation and statutory accounts. Its accounts production supports FRS 105 and FRS 102 Section 1A, while year-end schedules link to controlled journals. OCR, document capture and AI-assisted financial insights extend the workflow beyond task tracking. The trade-off is a focused web platform with one published paid plan and no stated integration layer. Practices that need a wider ecosystem or non-web access should consider alternatives; firms seeking a consolidated practice-and-accounts workflow should pick Balansix.
Your product? Our editors can test Balansix in depth and publish a review, labelled as paid · from $149/mo →
Balansix pricing
All 1 Balansix plans and prices →
Balansix fact sheet
| Free plan | No |
|---|---|
| Paid from | £19.99/mo |
| Client portal | Yes |
| Workflow automation | Yes |
| Time tracking | Yes |
| Billing and invoicing | Yes |
| Document management | Yes |
| Deadline tracking | Yes |
| Staff capacity planning | Yes |
| Deployment | Cloud |
| Platforms | Web |
| Pricing | Paid (source) |
| Website | balansix.com |
| Facts checked | 19 Sep 2026 |
Alternatives to Balansix
- Financial CentsBroad practice management coverage with a $19 annual-billed starting tier.9.4
- CanopyA broad all-in-one suite with a free entry point and deep firm operations coverage.9.2
- KarbonBroad practice management for established firms, with annual per-user pricing.9.1
See all Balansix alternatives →
Used Balansix? Be the first to review it
The editor score above is our own research. What this page doesn't have yet is a reader's view — what you used Balansix for, what worked and what didn't. No stars are seeded and no review is paid for; an editor reads every one before it appears.
Write a reviewTwo minutes · verified accounts only · read by an editor before it appears
Featured on iTechGuides
Balansix is listed in our Accounting Practice Management Software directory. Add the badge to your site — it links back to this page.
<a href="https://www.itechguides.com/products/balansix/"><img src="https://www.itechguides.com/best/badge/balansix.svg" alt="Featured on iTechGuides" width="230" height="46"></a>
Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
Advertiser disclosure: iTechGuides is reader-supported. Vendors can pay for top positions in our rankings and for a place on other products' pages, and we may earn a commission when you click some links. Bought places stand at the number bought; this page and our disclosure say so. Paying vendors may get a fuller, more detailed review from our editors, and that review can change their score. How we rank.
Last updated · How we research and update