AI Accounting Platform For Accounting Firms

Do More Work. With The Same Team. Using Integra Balance AI.

Stop turning away clients because your team is at capacity. Integra Balance AI automates most of your repetitive work so your firm can take on more, deliver faster and grow without hiring.

Do More Work. With The Same Team. Using Integra Balance AI.
  • Up To 91% Faster

    Cut bookkeeping hours with AI

  • White-Label Ready

    Delivered under your brand

  • ISO 27001 Certified

    Your clients' data, secured

  • QuickBooks & Xero

    Works with your existing tools

What Integra Balance AI Does

Everything That Slows Your Team Down. Automated.

From transaction categorisation to month-end close Integra Balance AI handles the work your team spends the most time on, with the accuracy and consistency only AI can deliver.

AI Transaction Categorisation

AI Transaction Categorisation

Every bank and credit card transaction reviewed, categorised and posted automatically. No manual entry, no missed items, no errors.

Automatic Bank Reconciliation

Automatic Bank Reconciliation

Reconciliation handled by AI with unmatched accuracy. Exceptions flagged and resolved without your team having to touch it.

AI Invoice & Receipt OCR

AI Invoice & Receipt OCR

Invoices and receipts scanned, data extracted and posted to your accounting software automatically. No manual data entry required.

Automated Month-End Close

Automated Month-End Close

Month-end closing handled by AI in collaboration with your team. Clients notified the moment it is complete. No more end-of-month scramble.

Email Processing Bots

Email Processing Bots

Client emails read, documents downloaded, organised and replied to automatically. Hours saved every single day without your team being involved.

White-Label Client Portal

White-Label Client Portal

Your brand, your URL, your logo. Clients see a seamless professional experience. Integra Balance stays invisible in the background.

The Problem

The Four Problems Every Growing Accounting Firm Faces.

These are not new problems. But AI finally gives accounting firms a way to solve all four of them at once.

You're turning away new clients because your team simply can't take on more work.

Growth is there. The demand is there. But your team is already at capacity and adding headcount is expensive, slow and risky. The bottleneck is not your firm's reputation it's your bandwidth. Bandwidth is exactly what AI fixes.

Project accounting is the last thing your team wants to be spending time on.

Transaction categorisation, reconciliation, chasing client documents, processing invoices none of this requires the judgement of a qualified accountant. But it consumes them anyway. Every hour spent on repetitive work is an hour not spent on advisory or growing the firm.

Month-end is always a scramble and your clients are always waiting.

The same bottleneck, every single month. Books to close, clients chasing updates, staff stretched thin. When month-end is a crisis every time, it is a process problem. AI solves it by handling the repetitive work continuously, not just at the end of the month.

You know AI is coming. You just don't know where to start.

Most firm owners know they need to adopt AI. Few know how to do it without disrupting operations, retraining staff or making a costly mistake. Integra Balance AI is built to make adoption straightforward start small, see the results and scale at your own pace.

Why Accounting Firms Choose Integra Balance AI

Built For Accounting Firms. Not Adapted For Them.

Integra Balance AI was designed from the ground up for accounting and bookkeeping firms. Not a generic automation tool repurposed for accounting a platform built specifically around how accounting firms work.

91%

Reduction In Bookkeeping Hours

Firms using Integra Balance AI report up to 91% reduction in the time spent on bookkeeping tasks.

77%

Faster Work Completion

Work gets completed 77% faster compared to manual processing so clients get their books sooner, every month.

20+

Years Of Accounting Firm Experience

Built by the team at Integra Global Solutions, with over 20 years of experience serving accounting and bookkeeping firms.

ISO

27001 Certified Security

Bank-grade information security on every client file. ISO 27001 certified, GDPR compliant and built to the same standards as SOC 2.

Better Together

AI Platform. Human Expertise. One Partner.

Integra Balance AI works as a standalone platform and it works even better alongside Integra's human outsourcing services. Use the AI for automation and the team for the work that needs specialist judgement. Most clients end up using both.

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Integra Balance AI

Automates repetitive bookkeeping tasks. Transaction categorisation, reconciliation, month-end close, invoice processing and more.

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Integra Outsourcing Services

Specialist human teams for bookkeeping, accounting, tax, payroll and more working alongside the AI platform for complete coverage.

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The Result

Maximum capacity, minimum overhead. AI handles the volume. Specialists handle the complexity. Your firm handles the growth.

What Our Clients Say

Trusted By Accounting Firms Across The USA, UK & Beyond.

We were turning away three or four enquiries a month because we didn't have the capacity. Integra Balance AI automated the bookkeeping work across our existing clients and freed up enough time to take on eight new ones without hiring a single person. We're looking at similar growth again next quarter.

Karen P., Owner

CPA Firm · Florida, USA

Month-end was taking our team the best part of ten days every month. With Integra Balance AI it runs in about three. Transaction categorisation, reconciliation and the close are all automated. Our staff use the time for advisory work now. It has completely changed how we use our qualified people.

David R., Managing Partner

Accounting Practice · Colorado, USA

We were worried automation would be complicated to implement in a practice our size. It wasn't. Integra Balance AI connected to Xero and within two weeks it was handling bank reconciliations, transaction categorisation and VAT return preparation across our client portfolio. Our bookkeeping team now focuses entirely on review and exceptions.

Helen M., Partner

Chartered Accountants · London, UK

Quote Form

Ready To See What Integra Balance AI Can Do For Your Firm?

Book a free demo with one of our accounting automation specialists. We'll show you exactly how the platform works and what it could do for your practice.

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