Balance Pro VS FileInvite
Compare Balance Pro VS FileInvite and see what are their differences
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Balance Pro
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Balance Pro is a budgeting and personal finance app that helps you manage and optimize your money.
Track Spending: Capture and maintain a detailed record of your financial transactions, whether it's purchases, payments, or income. Stay organized and informed by tracking both pending and cleared transactions.
Budgets & Goals: Take charge of your finances effortlessly with our intuitive budgeting and goals features. Track your spending, set custom budgets, and achieve your financial goals with ease.
Bills & Subscriptions: Simplify your bill management and oversee all your bills in one place. Get an overview of your upcoming bills and their corresponding due dates. You can even opt to get a notification when a bill is due, ensuring you never miss a payment again.
Auto-Capture Receipt Scanning: Balance Pro scans receipts automatically and captures key information like the merchant name, total, and date. This eliminates the need to manually input data each time for every receipt. Your receipts will be accessible and safely stored.
Categories & Organization: Categories make it easy to organize your transactions. You can create your own custom categories to organize transactions the way you want it. Quickly search through all transactions and find exactly what you need.
Cash Flow: As transactions are added to your accounts, Balance Pro will automatically sum the income and expenses and create a cash flow report so you can see the ins and outs of your money over time. Get total visibility of your finances.
Net Worth: Get a sum of your total worth from your accounts, assets, and more. See how your net worth changes each month.
Multi-Currency: Now, instead of one primary currency for the whole app, every account and bill can have its own currency.
Export & Import: Import or export your transactions to a CSV spreadsheet. Balance Pro empowers you to transfer your financial information, providing an easy way to manipulate your data.
Accelerate key stages in your document management processes using out-of-the-box automation. Easily request files, documents, forms & signatures from your clients – set a due date and save hours as your requests are returned to you effortlessly.
FileInvite automatically converts returned files to PDF and syncs with your favorite cloud storage system, CRM, or LOS using native integrations and API. Try it for yourself with a free 14-day trial.
Balance Pro FileInviteNo features have been listed yet.
Balance Pro's answer
Balance Pro is for any individual that wants to optimize and manage their money. See where your money is going, plan for expenses, or save for your goals.
Balance Pro's answer
Since 2014, Balance Pro has been helping people manage their money and achieve their financial goals.
Our mission at Balance Pro is to change the way people manage their finances for the better by enabling them to achieve financial freedom and peace of mind. We are dedicated to providing a seamless and intuitive platform that empowers users to take control of their money, effortlessly track their spending, and set financial goals. Through innovative tools and personalized insights, we strive to inspire confidence and promote responsible financial habits. Our ultimate goal is to empower individuals to live life on their terms, unburdened by financial stress, and equipped with the tools they need to thrive.
Balance Pro was created by Jordan Kennedy in Nashville, TN. As a college student with limited income, he wanted a simple checkbook register to keep up with his finances and an app named Balance was born. Fast forward to today, Balance Pro has expanded to be an all-encompassing money manager with features like budgeting, receipt scanning, tracking bills, and much more.
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