balances.one

Coming soon · by Digital One

Every client's balances. In one calm place.

Your clients email you invoices, receipts and bank statements. balances.one sorts them by client, checks them and prepares them for your accounting software, then waits for your approval. So your firm can grow without hiring for every new client.

Ask for early access

By email. No forms, no sign-⁠up.

See how it works

balances.onethe balances in one place

Monday morning

You know this inbox.

Every client sends things their own way: photos, forwards, spreadsheets, scans. Someone in your team sorts it all by hand. Every single month.

Read. Recognise. Sort.

It knows who sent it, and what it is.

balances.one reads every email and attachment, recognises the client and the kind of document (invoice, receipt, bank statement, delivery note, payslip) and files it under the right client. Anything it isn't sure about comes to you, rather than being guessed at.

However they send it, it all arrives in one place.

  • Email
  • Drag and drop
  • Phone photo
  • Client upload link
  • Scanner folders
  • Google Drive
  • Microsoft 365
  • Dropbox
  • E-invoices
  • Bank feeds

Monday morning

You know this inbox.

Every client sends things their own way: photos, forwards, spreadsheets, scans. Someone in your team sorts it all by hand. Every single month.

Shared inbox · accounts@Illustrative
47 unread · 6 clients · one of you
  • O'Brien Haulage Ltd08:02March invoices + CMRs6 attachments
  • The Clover Café08:14FW: FW: card payments sheetpayments_march.xlsx
  • Anna Walsh Flowers08:31(no subject)IMG_2291.jpg
  • Hartley & Sons Joinery08:40Transfer confirmation USD, Boston shipmentwire_confirmation.pdf
  • The Clover Café09:05receipts again, sorry!scan0047.pdf
  • Brennan Dental Practice09:12Payroll March FINAL v3payroll_final_v3.xlsx
  • Northgate Motors Ltd09:20Sold the demo car, invoice attachedinvoice_S-1043.pdf
  • Anna Walsh Flowers09:26Is this one deductible?IMG_2304.jpg
  • O'Brien Haulage Ltd09:41Customs papers for the Lyon loadcustoms_declaration.pdf
  • Hartley & Sons Joinery09:58Supplier invoice, timberinvoice_7781.pdf

However they send it, it all arrives in one place.

  • Email
  • Drag and drop
  • Phone photo
  • Client upload link
  • Scanner folders
  • Google Drive
  • Microsoft 365
  • Dropbox
  • E-invoices
  • Bank feeds

Read. Recognise. Sort.

It knows who sent it, and what it is.

balances.one reads every email and attachment, recognises the client and the kind of document (invoice, receipt, bank statement, delivery note, payslip) and files it under the right client. Anything it isn't sure about comes to you, rather than being guessed at.

Read from the emailIllustrative

Client
O'Brien Haulage Ltd
Document
3 sales invoices, 3 delivery notes (CMR)
Date
02/03/2026
Amount
€12,400.00
VAT number
Checked and valid

Your clients can write in any language. balances.one understands them.

Money in

O'Brien Haulage LtdSales invoices ×3 · €12,400.00
The Clover CaféCard takings · €3,112.40
Hartley & Sons JoineryPayment received · $9,800.00
Northgate Motors LtdSales invoice · €18,900.00

Money out

The Clover CaféReceipts ×6 · €214.35
Brennan Dental PracticePayroll · 14 staff
O'Brien Haulage LtdCustoms fees · €1,180.00
Hartley & Sons JoineryPurchase invoice · €2,450.00

Needs a look

Anna Walsh FlowersReceipt · photo too blurryPhoto too blurry. We've asked Anna for a clearer one.
Anna Walsh FlowersReceipt · question from clientAnna is asking whether it's deductible. That's your call.

10 emails · 8 filed · 2 for you

Into your software

Prepared exactly the way your software wants it.

Keep the software your firm already uses. Whatever it is, we'll make it happen, in one of three ways.

Planned

  1. 1

    Straight in

    Where your software accepts entries from other programs, balances.one sends them in directly.

  2. 2

    As an import file

    Where it doesn't, we prepare the exact file your software already knows how to import.

  3. 3

    Typed in for you

    Where there's no other way, balances.one types the entries in on screen, just as a colleague would.

Whichever way, nothing is posted until you approve it.

Your country

  • Sage
  • Xero
  • QuickBooks

E-invoicing and reporting here: eInvoicing (VAT Modernisation)

Using something else? Tell us. That's exactly what early access is for.

Software names belong to their owners. balances.one is not affiliated with or endorsed by them. Support is planned, not yet available.

Careful checks, every night

You only look at what needs you.

Duplicates, invalid VAT numbers, totals that don't add up, a payment with no invoice, a missing month: flagged overnight, so you start the day with a short list.

One month at a small firmIllustrative

Illustrative funnel: 1,240 documents received, 1,238 matched to the right client, 1,212 passed every check, 28 need your review.

Last bar enlarged so you can read it

Bank reconciliationIllustrative

Illustrative chart: the bank and the books follow each other from January to June, part ways in April because of a missing invoice of €1,250.00, and reconcile again once it arrives.

  • No duplicates
  • VAT numbers valid
  • Totals add up
  • 1 document missing
  • Bank reconciled

While you're busy

It keeps the month moving.

Friendly reminders go out to clients, bank statements come in by themselves, and when the rules change you're told what it means for your clients, in plain words.

Illustrative

  1. Reminder to client

    Hi Anna, we're still missing February's fuel receipts. Just snap a photo and send it using this link.

    Sent automatically, in the client's own language

  2. Client replied

    Anna sent 3 photos. All read and filed.

  3. Bank

    February bank statements downloaded for 14 clients, with their permission, through each bank's official connection.

  4. New ruleIllustrative

    Ireland: e-invoicing between businesses is being phased in. We've flagged the 9 clients likely to be affected first, and what they'll need.

  5. Ledger updated

    A supplier's credit note for February arrived late. The purchase ledger and VAT figures were recalculated and flagged for your review.

  6. Deadline

    VAT returns due for 6 clients. 5 are ready; 1 is still missing documents.

Grow the firm

More clients. Same team.

Take on new clients without hiring for each one. Your team keeps the judgement calls; balances.one does the sorting, chasing and checking.

Clients per accountantIllustrative

Illustrative chart: clients per accountant stay around 40 today, and grow from 40 to 110 in a year with balances.one, with the same team.

Also on the way

  • A deadline calendar for every client, with gentle nudges
  • A month-⁠end close checklist that ticks itself off
  • A year-⁠end pack: everything for the year-⁠end accounts, in one folder
  • Clients write in any language; you read it in yours
  • Alerts for the unusual, like a payment made twice or a supplier's bank details changing
  • Foreign payments matched with their exchange rate and bank charges
  • Proof of delivery (CMR, customs papers) kept with each invoice, ready if the tax office asks
  • Ask your books in plain words: what did O'Brien Haulage spend on fuel this year?

Trust

Careful by design. Always your decision.

Made for accounting firms everywhere, with Europe's high bar for privacy: designed to keep client data protected, every step recorded and a person in charge.

  • You approve first

    Nothing is posted until someone in your firm says yes.

  • Every step on record

    Who did what, and when, for every document, from the email to the entry.

  • Designed for GDPR and the EU AI Act

    Built with Europe's data protection and AI rules in mind from day one, with oversight of the AI planned through RiverAct, Digital One's AI governance service. About RiverAct (opens in a new tab)

Not tied to one provider: balances.one works with several AI models, including private ones your firm can run itself.

This describes how balances.one is being designed. It is not a certification.

Take on more clients. Not more hires.

balances.one is coming soon. We're inviting a small number of accounting firms to shape it with us. Tell us about your firm and the software you use.

Ask for early access

or write to us at info@digital1.one