Accounting & finance, part of WorkWize360
Balance
Accounting that keeps your books in balance
Balance is a full double-entry accounting platform — invoicing, bills, expenses, inventory, and multi-currency reporting in one place. Import bank statements, capture receipts with OCR, and see the real health of your business, all scoped to your organisation and connected to the rest of the Workwize ecosystem.
What Balance does
Run your finances end to end
From the first quotation to the final statement, Balance covers the full accounting lifecycle on a ledger you can trust.
Double-Entry Engine
Every posted event is balanced. A proper double-entry ledger underpins invoices, bills, payments, and journals so your books are always correct.
Invoices & Quotations
Create quotations, convert them to invoices, and send branded PDF documents with sequential numbering and VAT handling built in.
Bills & Expenses
Track supplier bills and expenses end to end — including approval, three-way matching, early-payment discounts, and COGS posting.
Payments & Credits
Record customer payments, apply credits and credit memos, and keep receivables and liabilities posted automatically.
Inventory
Manage products, variants, stock levels, and adjustments with inventory movements that flow straight into your accounts.
Bank Import
Bring in transactions from CSV or PDF bank statements with smart classification, auditable import batches, and the original file stored for reference.
Slip & Receipt OCR
Upload a slip or receipt and let OCR pre-fill the form across expenses, bills, and more — you review and confirm before anything posts.
Multi-Currency
Work in foreign currencies across invoices, quotations, bills, payments, and reporting, with exchange rates handled consistently.
Payroll Clearing
Post payroll to the right accounts with a dedicated clearing flow, keeping wages, dues, and liabilities reconciled.
Financial Reporting
Statements plus liquidity, trend, and horizontal analysis give you a clear, real-time picture of the health of your business.
Roles & Permissions
Granular, organisation-scoped RBAC keeps sensitive financial data visible only to the people who should see it.
Part of WorkWize360
Balance shares one secure account with the rest of the ecosystem, so finance stays connected to projects, people, and service.