Bring connected finance to every client account
Launch a secure, browser-based workspace that keeps customer balances, approvals, and insights in sync without switching tools. Tokens and secrets stay protected with SecureStore-backed encryption while your finance data stays accurate.
Workspace Overview
Monitor ARR, burn, and outstanding approvals in a single, secure dashboard.
One platform, two experiences
Share Balencify with customers or keep it personal. Switch contexts instantly while keeping data secure.
Balencify Business Web
ActivePurpose-built for finance teams who need a local-first command centre for budgets, spend, and payroll without extra infrastructure.
- Local client workspaces with quick profile switching
- SecureStore-inspired encrypted storage
- Budgets, payment slips, and currency controls
Balencify Personal App
For individuals and families who want a beautiful, powerful way to stay on top of spending.
- Emoji-rich categories
- AI budgeting guidance
- Encrypted cloud backup
Built for finance teams
Coordinate customer data, permissions, and reporting without sacrificing security.
Client Portfolios
Spin up segmented workspaces per customer with isolated ledgers, budgets, and insights.
Role-Based Controls
Assign reviewers, editors, and viewers with workspace-level policies and audit trails.
SecureStore Secrets
All tokens, API keys, and banking credentials live inside SecureStore-backed vaults.
Multi-Entity Analytics
Roll-up reporting across portfolios with ARR, burn, variance, and predictive trends.
Unified Data Sync
Deliver real-time updates across browser, mobile, and secure exports without manual reconciliation.
Global Compliance
Region-aware retention rules, audit logging, and SOC2-ready operational controls.
Secure by design
Customer data deserves more than marketing claims. Balencify wraps every secret in SecureStore and audits every workspace action. Bring your own compliance checklist—we built for it.
SecureStore Everywhere
Secrets, tokens, and customer identifiers are loaded into SecureStore so they never touch plain storage.
Local Ownership
Workspaces stay on your device. You choose when data leaves the browser via exports or shared profiles.
Offline-First Storage
Balencify runs without background cloud sync, keeping customer balances and histories under your control.
Disaster Recovery
Export encrypted workspace snapshots on your schedule so you can archive or restore whenever needed.
A command centre for finance teams
Interactive dashboards, approvals, and analytics ready for every stakeholder.
Workspace Overview
Monitor ARR, burn, and outstanding approvals in a single, secure dashboard.
Client Health Timeline
Quickly audit transactions, approvals, and notes without switching tabs.
Team Performance
Review throughput metrics, approval timelines, and SLAs across every business unit.
Choose your Balencify path
Whether you are budgeting for yourself or orchestrating finance across clients, Balencify has a plan.
Personal App
Everything you need to master personal finances forever.
- Smart expense tracking with unlimited categories
- Intelligent budgeting and daily spending limits
- Automatic recurring transaction detection
- Month-to-month and year-to-year carry-over system
- Military-grade encrypted backup
- Multi-currency support
- Multi-profile management for family or business
- Receipt scanning with OCR technology
- AI-powered chat assistant for budgeting
- Built-in currency converter and calculator
- Friend and family expense splitting made simple
- Light & dark mode interface
- Integrated spreadsheets for custom tracking
- Powerful analytics and interactive graphs
- Cloud and local backup options
- 24/7 dedicated support
- Lifetime free updates
- No subscription fees ever
- One-time purchase, yours forever
Business Platform
Become a founding Balencify Business company. Lock in lifetime access for your entire finance organisation—limited to 50 teams.
Founding 50
Secure $1399.00 lifetime access
Reserve one of the first 50 seats and keep Balencify Business forever with no renewals.
- Local-first workspaces with unlimited client profiles
- SecureStore-inspired encryption for every credential and secret
- Budgets with section tagging, carry-over controls, and progress tracking
- Payment slip builder with polished PDF exports and recurring reminders
- Currency console for live display rates and full workspace conversion
- Transaction ledger with schedules, logs, and sample dataset seeding
- Spend trends, income summaries, and month-over-month insights
- Multi-currency display across dashboards, budgets, and pay slips
- Emoji-rich profile switching and admin tools for quick hand-offs
- Downloadable onboarding kit and concierge configuration support
- Invite-only product reviews with the Balencify team
- Lifetime access to every upcoming Balencify Business release
Loved by teams and individuals
Balencify Business gave us a real-time view of cash flow across every clinic. The SecureStore-backed secrets keep our auditors happy.
We onboarded client teams in days. Shared workspaces and approvals mean everyone sees the same numbers instantly.
I still rely on the app for my personal budgets. Switching between personal and business contexts is seamless.
Ready to take control?
Join thousands of people and teams who trust Balencify with their finances. Start with the web platform or the personal app—your data stays protected either way.
Why teams choose Balencify
From side hustles to enterprise treasuries, Balencify keeps your money story connected, automated, and secure.
Human-centered design
We obsess over clarity—from emoji-rich categories to accessible navigation. Finance should feel approachable and delightful.
AI when it matters
Use AI co-pilots for insights, summarised spend, and automated recommendations. Stay in control with transparent prompts.
Always in sync
Personal and business experiences share the same secure core. Switch contexts without losing continuity or compliance.
Let's build your financial HQ
Tell us how you manage customer balances today and we'll design a rollout that matches your team's pace. We respond within one business day.
Implementation Support
Need help standing up a business workspace? Our team can onboard your data in under a week.
Security Review
Schedule a deep dive into SecureStore, encryption, and our disaster recovery practices.
Feature Requests
Co-design analytics, roles, or automation tailored to your workflows.