Start
STARTERFor small businesses processing finance documents manually
$19/month
- ✓500 credits included
- ✓2 users
- ✓Manual upload processing
- ✓Invoices, receipts and bank statements
- ✓CSV / XLSX exports
Turn finance documents into review-ready data.
Balance helps finance teams reduce manual processing across invoices, receipts, statements, and related workflows — with extraction, validation, exception flags, human review, exports, and Composio-powered connectors where configured.
Why Balance is more than OCR
Balance deploys AI finance crews, not just document scanners
Different AI roles handle extraction, validation, exception detection, review preparation, export, and configured connector handoff — delivering finance-ready outputs instead of raw data dumps.
✦
Specialized Finance AI roles
Use focused AI roles for document extraction, validation, exception detection, review preparation, and connector-ready workflow handoff.
✦
Crew orchestration
Multiple AI roles work together across invoice, receipt, statement, validation, exception review, export, and configured connector workflows.
✦
Human-in-the-loop
Finance teams stay in control while Balance prepares structured data, highlights exceptions, and supports reviewed handoff to Excel, CSV, or connected systems.
Balance
Finance Document Operations Workspace
REVIEW WORKFLOW · LIVE
ISO 27001 · GDPR
Document Intelligence Engine
From finance document to review-ready data — with validation and exception context.
Processed This Week
89,420 ↑ 12.8%
Source Document · PDF
1 of 3 pages · 247 KB
AI Document Intelligence
Transformer · Finance-tuned
parsing · 218ms
Structured Output · JSON
Ready to review
Handoff
Connected workflow
GL Account
5120 · Equipment
Review trail
Signed
Batch Processing Engine
Process hundreds of invoices, POs & credit notes simultaneously.
Processing Capacity
500+ docs/batch
Document 1 · Invoice
Document 2 · PO
Document 3 · Credit Note
Total Documents
3
100% processed
Total Value
£14,700
3 currencies processed
Processing Time
18s
Average per batch
Avg Confidence
98.5%
All documents
Finance AI Crew
Intelligent Document Workflow
6 specialized agents work in concert, orchestrated by the Finance AI core — preparing finance documents for extraction, validation, review, export, and connected workflows.
Finance Operations · Benchmark
Manual processing vs. Balance-assisted review
See how finance teams move from inboxes and spreadsheets to structured extraction, validation, exception review, and controlled handoff.
Before
Traditional Processing
📥
Invoice received⌨ï¸
Manual data entry📊
Spreadsheet checks📧
Email follow-upsâ³
Delayed reviewError rate
~12%
Throughput
Low
âš ï¸ Bottlenecks, manual errors, month-end stress
VS
Same inputs. Better outcomes.
Pricing
Balance plans for every stage
Most Popular
Team
POPULARFor finance teams automating monthly document intake
$79/month
- ✓3,000 credits included
- ✓10 users
- ✓1 automation pipeline
- ✓Up to 2 connected sources
- ✓Review + exception flags
Enterprise
ENTERPRISEFor high-volume finance document operations and controlled workflows
—
- ✓15,000+ credits included
- ✓Custom users
- ✓10 automation pipelines included
- ✓5 connected sources included
- ✓API / webhook options
Balance uses credits for invoice, receipt, and bank statement processing. Credits can be used for extraction, line-item reading, duplicate checks, exception summaries, exports, reports, and connected workflow actions.
Document processing cost depends on file type, page count, extraction depth, document quality, and workflow complexity.
Credits are added to your account wallet and remain available while your paid subscription is active. Credits are non-refundable, non-transferable, and have no cash value.
Get Started
See how Balance reduces manual finance document work
Balance helps finance teams reduce manual document processing effort while keeping review, approvals, exports, and connected-system handoff under control.
FAQ