Balance Overview

Being able to manage projects against the time worked and be able to communicate the numbers to your customers accurately, easily, and quickly is essential. Balance is a task and project management, time tracking, expense and receipt submission, and invoice creation tool designed for businesses that track or sell time. Tracking time against project deliverables is a very mundane and manual process for many businesses. It’s difficult to track time for people against the work that has been done for project deliverables and be able to reconcile those hours against a project plan, retainer, or statement of work. It’s like walking a tightrope to keep all these numbers in balance. For the cost of two lattes a month, you can streamline your time management process for each of the people on your team so they can focus at the task at hand vs. spending hours on manual time management.

• Track all your customer projects from deliverables to the task level
• Manage project retainers and resource rates in a single view
• Easily reconcile time submitted to tasks completed toward project deliverables
• Easily add or remove users from your Balance account based on need

Balance is a monthly subscription account that can scale up and down based on the needs of your business. All your data is safely stored in the cloud so you can access your data through the web or mobile anytime you want.