balance by TableWork The finance side of your business, finally in one place.
balance is the financial foundation of TableWork. Invoices, payments, and bank sync — connected, not duct-taped. Add bookkeeping, recurring billing, reconciliation, and tax reports as modules from the Bazaar when you need them.
No card needed. 14-day trial.
Invoicing
Invoices that get paid faster
balance generates invoices from completed atlas appointments — no copy-paste. Each invoice includes a Stripe Checkout link. When your customer pays, the payment appears in balance and your Stripe account within seconds.
- Auto-generated from closed atlas jobs
- Stripe Checkout link on every invoice
- Automatic payment reminders at 3, 7, and 14 days
- Partial payments and deposit tracking
- PDF export with your logo and business details
Bank reconciliation
Bank reconciliation that doesn't take a Saturday
balance connects to your bank via Plaid. Transactions import automatically and are matched against open invoices and expense records. Unmatched items surface in a focused review queue — not a spreadsheet you sort by hand.
- Plaid bank connection (3,000+ institutions)
- Rule-based transaction categorization
- One-click match when transactions are obvious
- Manual review queue for unmatched items
- Monthly reconciliation report export
QuickBooks Online
QuickBooks Online, two-way
balance syncs invoices, payments, and customers to QuickBooks Online and receives changes back. Conflicts — a payment recorded in both places — surface with a clear resolution choice. Your CPA works in QuickBooks. You work in balance. Both stay current.
- Two-way invoice and payment sync
- Customer and vendor record sync
- Chart of accounts mapping
- Conflict resolution with audit trail
- Sync status visible per record
Expenses
Expenses with OCR that works
Take a photo of a receipt. balance reads the vendor, date, amount, and category. You review and confirm in seconds — or set rules to auto-approve common categories. Expenses attach to jobs and appear in your P&L automatically.
- Receipt photo capture from any device
- OCR extracts vendor, date, and amount
- Auto-categorization rules you define
- Per-job expense assignment
- Mileage tracking with IRS rate calculation
Reports
Reports your CPA will accept
Profit & loss, balance sheet, cash flow, and per-job profitability — all generated from your balance data. Year-end export packages in the format your accountant expects.
Payments
Stripe Connect for collecting payments
balance uses Stripe Connect destination charges. When a customer pays an invoice, the funds land directly in your connected Stripe account — not in a TableWork holding account. You control your money. We handle the payment link and reconciliation.
Extend from the Bazaar
Build on Balance with installable modules
balance covers core invoicing, payments, and bank sync. Reach for the financial modules below when you need recurring billing, double-entry bookkeeping, reconciliation, or tax prep — each installs from the Bazaar and shares the same ledger.
Bookkeeping Lite
Double-entry bookkeeping, P&L, and a basic chart of accounts.
Time Tracking + Payroll Export
Staff time tracking, timesheet approval, and payroll CSV export.
Expense Management
OCR receipts, card-spend linking, mileage, and Schedule C export.
Invoicing Pro
Recurring billing, payment plans, multi-currency, and reminders.
Bank Reconciliation
Plaid-powered bank feed matching and a month-close checklist.
Tax Reports
Quarterly estimates, 1099 generation, and Schedule C export.
atlas balance connects to atlas
Completed atlas jobs generate balance invoices automatically. Materials and labor from job forms flow into invoice line items. No manual entry required.
Learn about atlas →
signal balance connects to signal
Invoice sent? signal delivers it via email or SMS to your customer. Invoice overdue? signal sends a reminder on the schedule you set. No manual follow-up required.
Learn about signal →Try free for 14 days.
No card needed. Starts with Atlas Core plus basic invoicing and messaging, on a full Pro-tier AI quota.
14-day Pro trial. At the end of the trial, your workspace moves to read-only. You choose a plan to continue — no automatic charges.