Automate your endowment reporting and reclaim your time.

Balance simplifies fund accounting with automated distributions, seamless investment allocations, and audit-ready reports – all in a user-friendly, web-based platform. Say goodbye to manual spreadsheets and hello to accuracy, efficiency, and confidence in your financial reporting

Why Balance?

• Automated fund assignments, distributions, and investment allocations
• Efficient bulk data import and user-defined reporting
• One-click exports to Word, PDF, or Excel
• Built-in audit prep and departmental access
• A streamlined workflow that saves hours (and your sanity)

Request a demo to see how Balance powers smarter workflows and bulletproof reporting