“Balance uses highly automated financial tools and a nationwide network of professionals to manage your personal finances for you. At Finovate, our team will present a new $39.95 per month package focusing on reporting and filing. To go along with our core bill management capabilities, our new Essential package features account aggregation and expense tracking tools along with the ability to have your bookkeeper create custom spending reports. Also, look for our photo bill pay mobile app also with video chat.”
Balance Financial Uses Face Time to Connect with Personalized Bookkeepers
This morning, Balance Financial demonstrated Balance Essential, a service that provides consumers with a personalized bookkeeper to track spending and prepare reports:
Product Launched: September 2011
HQ Location: Bellevue, WA
Company Founded: May 2004
Metrics: $1.5M Series A completed in July 2011, 14 employees
Website: balancefinancial.com
Presenting Devin Miller (CEO) & Andrew Buhrmann (Director of Operations)