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Integra Balance AI
White-label AI bookkeeping platform for firms whose bot categorizes, reconciles and closes the month in QuickBooks or Xero with Integra accountants overseeing.
| What the AI does | AI Bot driven bookkeeping (daily, weekly or monthly), automatic categorization, AI bot bank and credit-card reconciliation, automatic month-end close with human oversight, automatic error detection, AI OCR of receipts and invoices |
|---|---|
| Who it serves | Bookkeeping practices, Small CPA firms, CAS practices |
| Starting price | $55/client/mo (Balance AI; billing unit per the firm price table — confirm with the vendor); Balance Pro platform-only $5; AI OCR add-on $10 per client |
| Pricing model | Per client/month |
| Free trial | Not stated on the vendor site |
| Best fit | Solo practitioner, Small firm |
| Category | AI Bookkeeping & Transaction Categorization |
| Also fits | Month-End Close & CAS Automation |
| Works with | QuickBooks Online, QuickBooks Desktop, Xero |
| SOC 2 | Not stated on the vendor's site |
| Checked | 2026-10-29, against the vendor's own page |
Who it's for
Integra Balance AI is listed as a fit for solo practitioners and small firms, and the vendor names bookkeeping practices, small CPA firms and CAS practices on its own site. The job it gets hired for: categorizing and reconciling client transactions so the books are review-ready without the keying. It also fits the Month-End Close & CAS Automation category.
What it costs
Integra Balance AI starts at $55/client/mo (Balance AI; billing unit per the firm price table — confirm with the vendor); Balance Pro platform-only $5; AI OCR add-on $10 per client, per client/month. Ask the vendor about a trial when you reach out.
Good to know
Integra Balance AI is a white-label bookkeeping platform for accounting firms where an AI bot does the daily, weekly or monthly work — categorizing transactions, reconciling bank and card accounts and closing the month in QuickBooks Online, QuickBooks Desktop or Xero — with Integra's accountants monitoring the output and an error-detection QC layer. The firm's price list reads Balance AI at $55 and Balance Pro (platform only) at $5, with an AI OCR add-on at $10 per client, on an add-or-remove-clients-anytime basis; the table doesn't print the billing unit, so confirm per-client-per-month with the vendor. Client portal, task workflow and unlimited storage, transactions and internal users are included.
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