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description: Review of Balance Software: system overview, features, price and cost information. Get free demos and compare to similar programs.
image: https://gdm-localsites-assets-gfprod.imgix.net/images/software_advice/og_logo-55146305bbe7b450bea05c18e9be9c9a.png
title: Balance | Reviews, Pricing & Demos - SoftwareAdvice GB
---

Breadcrumb: [Home](/) > [Charity Accounting Software](/directory/415/accounting-software/software) > [Balance](/software/777355/Balance)

# Balance

Canonical: https://www.softwareadvice.co.uk/software/777355/Balance

> Balance is a cloud-based endowment accounting solution built for nonprofits, higher education institutions, and foundations that manage endowed and restricted funds. Finance offices, auditors, foundation teams, investment staff, and donor relations partners are among the primary users.

Core features include automated unitization, policy-driven spending calculations (market-value-based, hybrid, inflation, and custom formulas), fund activity tracking, and reconciliation tools that compare custodial statements to fund balances. Fund-level reporting surfaces real-time market value, historical gifts, and available spending. Controlled access permissions allow internal and external stakeholders to view fund data without disrupting workflows.

Balance integrates with Workday, PeopleSoft, Oracle/FRS, NetSuite, Jenzabar, Blackbaud Financial Edge, and Ellucian systems, allowing accounting outputs to be exported without replacing existing systems. Bulk import and export tools apply updates and spending rules across large sets of funds at once.

Audit preparation is supported through audit-ready financials and on-demand SOC reports. Security features include HECVAT certification, annual SOC 1 and SOC 2 audits, TLS encryption, multi-factor authentication, and per-client isolated databases.

Support options include access to documentation and on-demand reporting resources.
> 
> Verdict: Rated \*\*\*\* by 0 users. Top-rated for **Overall Quality**.

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## About the vendor

- **Company**: EverTrue
- **Founded**: 2010

## Commercial Context

- **Target Audience**: Self Employed, 2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000, 5,001–10,000, 10,000+
- **Deployment & Platforms**: Cloud, SaaS, Web-based
- **Available Countries**: United States

## Features

- Financial Reporting
- For Nonprofits
- Fund Accounting

## Support Options

- Email/Help Desk
- FAQs/Forum
- Knowledge Base
- Chat

## Category

- [Charity Accounting Software](https://www.softwareadvice.co.uk/directory/415/accounting-software/software)

## Related Categories

- [Charity Accounting Software](https://www.softwareadvice.co.uk/directory/415/accounting-software/software)
- [Fund Accounting Software](https://www.softwareadvice.co.uk/directory/275/fund-accounting-software/software)

## Links

- [View on SoftwareAdvice](https://www.softwareadvice.co.uk/software/777355/Balance)

## This page is available in the following languages

| Locale | URL |
| en | <https://www.softwareadvice.com/product/777355-Balance/> |
| en-AU | <https://www.softwareadvice.com.au/software/777355/Balance> |
| en-GB | <https://www.softwareadvice.co.uk/software/777355/Balance> |
| en-IE | <https://www.softwareadvice.ie/software/777355/Balance> |
| en-NZ | <https://www.softwareadvice.co.nz/software/777355/Balance> |

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