Built for accounting firms managing dozens of clients.
Stop logging in and out of different browser tabs or managing separate credentials. Balanexa gives your team a central firm portal with physically isolated client databases, independent review, and practice-wide controls.
Why leading practices switch to Balanexa
Standard SMB accounting tools force firms into awkward multi-company workarounds. Balanexa was designed from the ground up for multi-client bookkeeping.
Zero Shared Data
Each client workspace receives its own MySQL database. Data, transactions, attachments, and chart of accounts are physically separated.
One Login, Every Client
Firm partners, managers, and junior bookkeepers log in once at app.balanexa.com and switch between client books with a single click.
4-Eyes Review Principle
Enforce governance. Preparers create and submit entries; qualified reviewers inspect and post. Self-approval is strictly prevented by code.
Immutable Audit Trail
No stealth edits or deletions. Corrections require dated linked reversals with mandatory explanations, protecting your firm's professional liability.
Fast Client Onboarding
Upload a balanced opening trial balance CSV with outstanding invoices, bills, and advances. Opening journals post cleanly on day one.
70+ Financial Reports
Generate detailed comparative financial statements, aging summaries, tax registers, and cash forecasting with drill-down to line items.
Assign junior bookkeepers with complete peace of mind.
Delegate day-to-day data entry and statement categorization to staff without risking posted financials or period close locks.
- Bookkeeping Preparer: View books, manage contacts, draft invoices, categorize statement lines, and submit for review. Cannot post to ledger.
- Bookkeeping Reviewer: Independently review submitted entries, post to ledger, reconcile statements, and close accounting periods.
- Bookkeeping Read-Only: Ideal for client stakeholders, external auditors, or executive viewers needing report access only.
- Client Location Restrictions: Restrict staff to specific client branches or divisions while senior partners retain firm-wide oversight.
Role Matrix Breakdown
| Role | Prepare | Review | Post | Close |
|---|---|---|---|---|
| Partner / Admin | ||||
| Senior Reviewer | ||||
| Staff Preparer | ||||
| Client Viewer |
Independent review prevents any user from approving their own submitted draft, even if they hold reviewer permissions.
Migrate client opening books in one afternoon.
Transitioning a client from desktop software or tangled spreadsheets is often the hardest part of practice growth. Balanexa makes it deterministic.
- Step 1 — Organization Configuration: Set the client's reporting base currency, fiscal calendar, and official bookkeeping start date.
- Step 2 — Trial Balance CSV: Upload the opening trial balance including outstanding customer invoices, supplier bills, and uncleared bank transactions.
- Step 3 — Review & Confirm: Inspect the calculated opening journal draft. Confirming the book creates outstanding document schedules with zero GL duplication.
- Assisted Migration: Our support team helps you format and verify your first client opening balances free of charge.
Equip your accounting practice with Balanexa
Set up your firm account in minutes. Start with a 7-day free trial that automatically activates the Standard plan (2 workspaces, 2 users per workspace). No credit card required.