Balansix review
Practice management, bookkeeping and accounts production in one web platform.
Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
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.
Balansix pros and cons
- 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
Balansix fact sheet, pricing and score →
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