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.