--- title: "Balance Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about Balance Software - reviews, pricing plans, popular comparisons to other Billing and Invoicing products and more." source_url: "https://www.capterra.com/p/227545/Balance/" page_type: "product" language: "en" --- # Balance Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on August 20, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) Balance ## What is Balance? Gain the competitive edge in your B2B ecommerce store with Balance. Accept business payments via ACH, wire, and check as well as credit card either directly from your website or a payment link in an electronic invoice. Then, extend net 30+ terms to your customers in that same checkout or invoice while offloading the risk for financing that transaction to Balance. Finally, rely on the dashboard to automatically reconcile funds in with both your invoice and accounting system. ## What is Balance used for? [Payment Processing](https://www.capterra.com/payment-processing-software/)[Accounts Payable](https://www.capterra.com/accounts-payable-software/)[B2B eCommerce Platform](https://www.capterra.com/b2b-ecommerce-platform-software/) Top alternative Featured Overall rating Based on 5 user reviews Reviews sentiment Positive \- Neutral \- Negative \- ### Starting price Free trial not available Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for Balance?[Manage this product listing](https://www.g2.com/products/balance/claim_requests/new?auto=true) ## Balance Overview Updated August 2026 AI summary Balance is a cloud-based solution for businesses of all sizes seeking to manage billing, invoicing, accounts payable, and receivable within a B2B eCommerce environment. It offers customizable invoice creation, recurring billing, payment processing, compliance management, and real-time reporting, with integrations to major commerce and CRM platforms. Flexible deployment and training options support diverse organizational needs. ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### Balance 5.0 (5) VS. [4.2 (2,073)](https://www.capterra.com/p/135757/NetSuite/reviews/) Starting Price Contact vendor Starting Price Contact vendor Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.8 (5) Ease Of Use 4.0 (2,029) Value For Money 5.0 (5) Value For Money 3.9 (1,618) Customer Service 5.0 (5) Customer Service 3.8 (1,721) ## Balance alternatives [4.2 (405)](https://www.capterra.com/p/184673/Melio/reviews/) Starting price $25.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 83% of reviewers rated it above 4 stars [4.3 (245)](https://www.capterra.com/p/225025/Plooto/reviews/) Starting price $32.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 87% of reviewers rated it above 4 stars Highest Rated [4.5 (255)](https://www.capterra.com/p/237205/Online-Check-Writer/reviews/) Starting price $30.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 91% of reviewers rated it above 4 stars [QuickBooks Online](https://www.capterra.com/p/190778/QuickBooks-Online/) [4.3 (8,529)](https://www.capterra.com/p/190778/QuickBooks-Online/reviews/) Starting price $38.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 86% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/190778/QuickBooks-Online/) ## FAQs about Balance Overview ### What company size and specific industries is Balance built for? Balance is designed for manufacturers, wholesalers, distributors, and B2B marketplaces and merchants selling online in the U.S. or Canada. It fits businesses across a wide range of industries, especially companies that manage B2B commerce and sell through online channels in North America. Features and Usability ### What are the key features of Balance? Balance offers accounting and recurring payments, plus billing and invoicing tools such as invoice creation, customizable invoices, recurring/subscription billing, and customer statements. It also includes ACH payment processing, credit card processing, payment reconciliation, bank reconciliation, fraud detection, compliance management, and real-time reporting. Integrations ### Which third-party tools and platforms does Balance integrate with? Balance connects natively to Adobe Commerce, BigCommerce, OroCommerce, Shopify, WooCommerce, Salesforce Platform, and fabric. These catalog integrations cover eCommerce storefronts, commerce platforms, and CRM-related workflows, giving Balance compatibility across seven third-party tools and platforms. Getting Started and Support ### What training and onboarding options does Balance offer? Balance provides in person training, live online sessions, and documentation to help teams get started. In person training supports guided setup on site, live online sessions offer remote instruction, and documentation gives written reference material for self-paced review and feature lookup. Getting Started and Support ### What customer support options does Balance offer? Balance provides email/help desk, FAQ/forum, and chat support. These channels give users multiple ways to get help, from self-service answers to direct assistance. No reviewer feedback is available to describe response times, helpfulness, or common support frustrations. ## Features AI summary Based on 16,388 Billing and Invoicing reviews Capterra data shows that buyers of billing and invoicing software rank the following features as their top priorities: - **Invoice Processing** (**53%** of reviewers rated this feature as critical) - **Invoice Creation** (**55%**) - **Quotes/Estimates** (**55%**) Balance supports **Invoice Processing** and **Invoice Creation**, giving teams the tools to handle billing workflows and generate invoices more efficiently. However, it does not offer **Quotes/Estimates**. Instead, it provides other features that reviewers also consider important, including **Online Invoicing** (**51%**), **Invoice History** (**44%**), and **Payment Processing** (**52%**), helping businesses manage digital billing, track past transactions, and collect payments in one system. Accounting Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc. Accounting Integration Integrate with a third-party accounting system ACH Payment Processing Accept electronic bank-to-bank transfers using a network called the Automated Clearing House (ACH) Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges API Application programming interface that allows for integration with other systems/databases Balance 62 features ### All Features - Accounting: Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc. - Accounting Integration: Integrate with a third-party accounting system - ACH Payment Processing: Accept electronic bank-to-bank transfers using a network called the Automated Clearing House (ACH) - Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities - Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges - API: Application programming interface that allows for integration with other systems/databases - Approval Process Control: Manage the process of evaluating documents or requests submitted for approval - Bank Reconciliation: Compare and match accounting/financial records with corresponding bank statements - Billing & Invoicing: Create, manage, and send invoices or bills to customers - Billing Portal: Gateway through which end users can view past bills and pay current invoices - Cash Flow Management: Monitoring, analysis, and projection of the movement of cash into and out of a business over a specific period - Check Processing: Receive and deposit or issue and record check payments - Compliance Management: Track and manage adherence to policies for any service, product, process, or supplier - Contingency Billing: Business model where clients pay their lawyer a fee only if the case is won/settled successfully - Credit Card Management: Financial system that helps create and manage physical/digital credit cards and track transaction activities - Credit Card Processing: Accept and process credit card transactions - Customer Statements: Reports that show customers their invoices, payments, and balance on the account - Customizable Branding: Add customized logos and colors to align with company branding - Customizable Invoices: Invoices that can be tailored according to company's branding, payment terms and personalized information - Customizable Reports: Alter the layout and content of reports - Customizable Templates: Pre-designed layouts that can be customized to match preferences and requirements - Data Import/Export: Import and export data to and from software applications - Data Security: Protect sensitive data for digital privacy - Debit/Credit Card Processing: Accept and process credit/debit card transactions - Dunning Management: Process of automatically notifying clients when payments fail to ensure invoices are paid - Electronic Payments: Electronically collect payments for goods or services - Financial Management: Plan, manage, and track the financial activities of an individual or organization - For B2B: Serves B2B organizations - Fraud Detection: Identify and prevent suspicious activity - Hourly Billing: Business model that charges based on the amount of time spent on an hourly basis - Invoice Creation: Create invoices from scratch or have recurring invoices - Invoice History: Store and view prior invoices for each account/client - Invoice Management: Captures invoice data and maintains comprehensive records for auditing and reporting purposes - Invoice Processing: Creation, processing, verification, and execution of invoices till the payment is made - Mobile Access: Access software remotely via mobile devices - Mobile Payments: Clients can submit payments via mobile devices - Multi-Currency: Manage and handle various international currencies - Multiple Payment Options: Process payments via multiple modes directly through the application - Online Invoicing: Create, send, and view electronic invoices - Online Payments: Accept and process online payment transactions - Partial Payments: Allow customers to make a partial payment on an invoice and track remaining debt - Payment Fraud Prevention: Tools to prevent payment fraud, such as identity authentication, risk analysis, seller protection, etc. - Payment Gateway Integration: Integration with payment gateways to facilitate online transactions - Payment Options: Offers multiple online payment options such as credit card, Paypal, gift cards, mobile payments, and more - Payment Processing: Accept, record, and reconcile financial transactions - Payment Reconciliation: Reconcile payments with corresponding invoices or orders for accounting purposes - PCI Compliance: Store, process, and transmit cardholder data in compliance with the Payment Card Industry Data Security Standard (PCI DSS) - Purchasing & Receiving: Workflows that help acquire inventory, issue purchase orders and receive and store items in required quantity - Real-Time Data: Receive data and information in real time - Real-Time Reporting: Active reporting of data and metrics - Recurring Payments: Automatic and regular transactions made through a secure online platform at predetermined intervals (monthly, quarterly, etc.) - Recurring/Subscription Billing: Automated process of charging customers at regular intervals for repeated access or use of a product or service - Reminders: Timed notification for any upcoming task, deadline, appointment, or activity - Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns - Reporting/Analytics: View and track pertinent metrics to find patterns and gain insights from data - Sales Reports: Reports specific to sales analysis for trends and strategies - Search/Filter: Search and filter data across systems to locate required information by entering keywords or certain criteria - Self Service Portal: Online portal through which end users can access the system, manage tasks, or obtain information - Status Tracking: Track the status over time for a request, process, asset, or transaction - Third-Party Integrations: Set up connections to third-party platforms to improve business processes - Transaction History: Record of all transactions such as purchases, deposits, withdrawals and transfers within a specific period - Transaction Monitoring: Monitor or audit historical and current transactions to analyze customer account activities --- Get Advice We can help you find the software with the features you need. Features 5.0 (5) 5.0 Based on 5 reviews ## Pricing Value for money 5.0 (5) ### Starting price Free trial not available Value for money 5.0 (5) 5.0 Based on 5 reviews ## Integrations [ Shopify](https://www.capterra.com/p/83891/Shopify/)[ WooCommerce](https://www.capterra.com/p/225601/WooCommerce/)[ Adobe Commerce](https://www.capterra.com/p/227129/Magento-Commerce/)[ Salesforce Platform](https://www.capterra.com/p/268338/App-Cloud/)[ BigCommerce](https://www.capterra.com/p/131883/Bigcommerce/)[ fabric](https://www.capterra.com/p/215448/Fabric/)[ OroCommerce](https://www.capterra.com/p/160304/OroCommerce/) Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 5.0 (5) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 5.0 (5) 5.0 Based on 5 reviews ## User reviews Overall rating 5.0 Based on 5 reviews Filter by rating 5(5) 4(0) 3(0) 2(0) 1(0) Mentioned topic Sorted by most recent Griffin M. CEO Real Estate ### "Critical service" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 July 8, 2021 Pros Solves all the edge cases of receiving B2B payments. Cons Can create a bit of a delay between receiving payments and money hitting the bank account, but that is mostly due to the slow nature of physical checks. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. MH Masud H. CEO Computer Software ### "Robust way to build B2B payments" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 July 8, 2021 It was great! Their customer service was on point and helped me troubleshoot my errors. They were very responsive in getting my questions answered. Pros We liked the fact they included Plaid by default and we didn't have to do any setup with them. Cons Everything was great! Hoping they add paypal in the future :) Switched from [Plaid](https://www.capterra.com/p/174384/Plaid/) [Stripe](https://www.capterra.com/p/123889/Stripe/) They did the setup for me and i just hook it up to their API + Webhooks. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. AN Anonymous User CEO & Co-founder Computer Software ### "The future of B2B commerce" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 July 6, 2021 Pros Incredibly easy to set up and support all of the major forms of payment our enterprise/business customers require. If you're looking for a product with a "Stripe-like" experience but for B2B checkout – any other solution would just be looking to the past. We tried and reviewed a handful of solutions and Balance was the clear winner. Cons Would love if it were easier to integrate with sales tax calculation tools like TaxJar or AvaTax, but I assume that's coming soon... Otherwise, no complaints! Switched from [Stripe](https://www.capterra.com/p/123889/Stripe/) Alternatives considered [Stripe](https://www.capterra.com/p/123889/Stripe/) Reasons for choosing Balance It solved our problems in a neat package – no nonsense or hacking stuff together. It just works. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. MB Mike B. CEO Information Technology and Services ### "Great product" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 July 6, 2021 Pros Makes it easier for our partners to purchase our products and gives us an alternate revenue stream Cons Nothing - team has been super easy to work with! Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. KW Kishin W. Sales Operations Computer Hardware ### "Amazing team and solution" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 July 6, 2021 Pros Easy to use interface and a great design that makes it simple to view pertinent information. Cons We are eager to see Balance made available in more markets outside the US. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.