For owners who run on QuickBooks
See your cash, your profit, and what your business is worth.
Connect QuickBooks to get started. BalanceSheets shows the cash you will have on hand for the next 13 weeks, how healthy your business is, and a valuation you can hand to your accountant.
14-day free trial · No card to start · Read-only access to your books
How it works
Two minutes to connect. Then it just stays current.
- 01
Connect QuickBooks and your bank
Sign in with Google, then connect QuickBooks Online (read-only) and your bank through Plaid. Start with your business details and connect your accounts.
- 02
See your cash flow and health
We pull your invoices, bills, and transactions and build a 13-week forecast of the cash you will have on hand, plus a plain-language health score.
- 03
Get a valuation you can share
A business valuation built from your real numbers, with a monthly owner report you can send to your accountant, partner, or lender.
What you get
The numbers a CFO would put in front of you every month.
Everything below comes from your connected QuickBooks and bank data. Nothing is estimated from industry averages when your real numbers are available.
13-week cash flow forecast
Week by week, the cash you will have on hand, built from your open invoices, unpaid bills, and recent bank activity. Spot a tight week before it arrives.
P&L, balance sheet, and cash flow statement
Your three core statements, pulled from QuickBooks and kept current, in a layout an owner can read without an accounting degree.
Financial health score
One number for how your business is doing, with the reasons behind it: cash cushion, margins, how fast customers pay you, how fast you pay vendors.
Business valuation
An estimate of what your business is worth today, based on your actual earnings and industry, updated as your numbers change.
Monthly owner report
A one-page report each month: what came in, what went out, what changed, and what to watch. Share it with your accountant or partner in one click.
Ask anything about your numbers
Ask questions like "can I afford to hire in March?" or "which customers owe me the most?" and get answers grounded in your own books.
Your data
Plain facts about how we handle your books.
- Read-only QuickBooks
- We read your books through Intuit's API. We never write to them.
- Bank data via Plaid
- You log in to your bank through Plaid. We never see your bank password.
- Encrypted at rest
- Access tokens are encrypted with AES-256-GCM before they touch our database.
- Disconnect anytime
- Remove QuickBooks or your bank from Settings. Ask us to delete your data and we will.
- We never sell your data
- Your financial data is used to run your account. It is not sold or shared with advertisers.
Details on what we store and who we work with are on the security page and in the privacy policy. Works with QuickBooks Online and any bank supported by Plaid.
Pricing
One plan. $100 a year.
Everything included. Try it free for 14 days, no card needed to start.
BalanceSheets Pro
For one business on QuickBooks Online
USD, billed yearly
- QuickBooks Online and bank connections
- 13-week cash flow forecast
- P&L, balance sheet, and cash flow statement
- Financial health score
- Business valuation
- Monthly owner report you can share
- Ask anything about your numbers
- Email support
After the trial, pay $100 for the year or walk away. Cancel anytime from Settings.
Questions? Email hello@balancesheets.com
Questions
Straight answers.
What do I need to get started?
A Google account to sign in and a QuickBooks Online company. Connecting your bank through Plaid is optional but makes the cash forecast much more accurate.
Do you change anything in my QuickBooks?
No. BalanceSheets reads your accounting data to prepare reports. It does not post, edit, or delete entries in QuickBooks.
Does the free trial need a credit card?
No. Your 14-day trial starts when you sign up. If you want to keep going, you pay $100 for the year. If not, your trial simply ends.
Is the valuation something I can rely on?
It is an estimate built from your actual earnings and industry multiples, meant to give you a realistic range and track how it changes. It is not a certified appraisal, and for a sale, financing, or tax filing you should still get a formal valuation.
Does it work with QuickBooks Desktop or other accounting software?
Not yet. Today we support QuickBooks Online plus bank accounts through Plaid. Email us if you need something else and we will tell you honestly whether it is coming.
Can I share reports with my accountant?
Yes. Create a report and copy a share link for your accountant. You can revoke the link whenever you need to.
How do I cancel or delete my data?
Cancel anytime from Settings. To delete your data entirely, email hello@balancesheets.com and we will remove it and confirm.
Know where your business stands.
Two minutes to connect.
14 days free with everything turned on. No card to start, read-only access to your books, disconnect whenever you like.