Everything you need

A complete platform for automated accounting

From invoice intake to month-end reconciliation — Balence handles the entire workflow so you can focus on what truly requires your expertise.

Invoice Processing

Intelligent invoice processing

Every invoice is scanned, classified, and prepared for posting automatically. You only handle the exceptions.

AI-powered OCR

Extracts supplier name, amounts, dates, VAT rate and accounting information automatically — even from scanned PDFs.

Smart classification

Uses embeddings to automatically match invoices to the right company based on supplier, amount, and history.

Learns from corrections

Fix an account coding once — the system remembers and applies the same rule next time.

Email integration

Forward invoices to your unique inbox address. They are processed automatically within seconds.

Faktura #2024-0847 Processed
DS

Digital Solutions AB

Org: 556789-1234

24 500 kr

incl. VAT

Extracted data

Supplier

Digital Solutions AB

Amount

24 500 SEK

VAT (25%)

4 900 SEK

Account

4010

Matched to Acme AB

98% confidence

To Handle
Needs attention4
Digital Solutions AB
Office Supplies AB
Urgent
Tech Services AB
Cloud Hosting AB
Smart Flow

See only what needs attention

95% of your work happens automatically. Smart Flow shows only the invoices that need human input.

Grouped by reason

All "new supplier" cases together. All "needs approval" cases together. Handle similar problems in batches.

One click to resolve

Each item shows exactly what the problem is and what is needed to resolve it. One action — done.

Empty queue = success

When everything works, there's nothing to do. Balence is designed to be quiet when everything is going right.

Real-time updates

See the queue shrink in real-time as invoices are processed. That is automation at work.

Client Portal

A portal for your clients

Give clients their own view where they can approve invoices, respond to document requests, and communicate — without accessing your workflow.

Magic link login

Clients log in with one click via email. No passwords, no friction.

Approve in the portal

Invoices needing approval show up directly. The client approves or rejects with one click.

Document requests

Request documents in structured threads. The client sees exactly what is needed and uploads directly.

Built-in communication

Replace email chains with messages tied to the right company. Everything saved, nothing lost.

Client portal — invoice approvals
Month-close matrix — all companies and periods
Month-end Close

Month-end close in bulk

See all companies × all periods in a matrix. Generate reports, lock periods, and identify deviations — all from one view.

Company matrix

Overview of all companies and periods. Status, trends, and deviations visible at a glance.

Bulk generation

Generate reconciliation reports for multiple companies at once. Done in minutes.

8+ validation rules

VAT, employer taxes, accounts payable, accruals — automatically validated against Swedish rules.

PDF reports

Professional reconciliation reports ready to share with clients or auditors.

Bank reconciliation — transactions and matching
Bank Reconciliation

Bank transactions directly in Balence

Connect business accounts via Open Banking (PSD2). Transactions sync automatically and match against supplier invoices — no manual imports.

Open Banking (PSD2)

Connect all Swedish banks via BankID. Secure authentication following EU standards.

Automatic matching

Bank transactions are automatically matched against posted supplier invoices based on amount and date.

Reconciliation view

See all transactions per account. Match, categorize, or ignore — directly in Balence.

All accounts in one view

See balances and unmatched transactions for all companies and accounts in one place.

Tax Authority

Direct connection to Skatteverket

Fetch tax account balances, VAT declarations, and employer declarations directly from the Swedish Tax Agency — without logging in separately.

Tax account balance

See current balances for all companies on one page. Filter for negative balances and upcoming payments.

VAT declarations

Fetch submitted and finalized VAT declarations directly. Reconcile against the books automatically.

Employer declarations

Review AGI data, summary reports, and receipts per period — directly in Balence.

BankID authentication

Connect via BankID once. Balence handles token renewal automatically.

Tax account — overview all companies
Document engine — create documents from templates
Agreements

Create legal documents in minutes

Generate promissory notes, share transfer agreements, and other documents from ready-made templates. Fill in, preview, and download as PDF.

Ready-made templates

Promissory notes, share transfer agreements, and more — adapted for Swedish conditions and ready to use.

AI template creator

Upload an existing .docx or PDF — Balence extracts an editable template automatically with AI.

Live preview

See the PDF output update in real-time as you fill in the fields. No surprises.

Autofill from companies

Company details like name, org number, and address are filled in automatically from your client data.

Ready to automate your workflow?

See how much time you can save. We help you get started — no long onboarding.