Balance Assistant – a Smart Digital Agent

Balance’s New Release Transforms Everyday Accounting

Balance’s new release changes the way daily accounting works. The system is no longer just executing your tasks. It now thinks proactively and takes care of processes on your behalf.

Balance has long been known for its wide range of automated features. However, this update takes automation even further. Accounting routines that previously still required time and attention are now fully automated, removing repetitive work from your daily workflow.

Balance Assistant is a smart digital agent that works like your personal accountant, taking care of everything for you.
It automatically downloads transactions from internet banking, uploads documents, retrieves waybills from RS.ge, sends reports via email, and even reminds customers about outstanding debts when needed.

The system operates without requiring your constant involvement. You receive clean, accurate, and well-organized results, ready for use.

Bank integration is now even more flexible. You can define which bank accounts should be synchronized, how many days of data should be downloaded, and how often updates should occur. Every morning starts with up-to-date banking information, as if someone has already begun working before you.

Previously, downloading waybills was a daily task. Now, Balance Assistant handles this process automatically. The system connects directly to the Revenue Service and synchronizes data daily, ensuring your database is always aligned with RS.ge.
An upcoming update will also introduce automatic invoice imports, completely eliminating the need for manual input.

Balance Assistant sends reports even when you are not at your computer. You can set up schedules once, define recipients, and customize email content. Reports are delivered automatically at predefined times and in the desired format, reducing workload and improving process organization.

Notifications are automated as well. Customers receive email or SMS notifications regarding outstanding balances. You only need to define the template and frequency. Balance handles the rest.

Loan schedules and recurring accruals are also managed by Balance Assistant. If a schedule is predefined, the system automatically generates documents at the correct time, ensuring that nothing is missed.

All of this creates a new work culture where software is no longer just an accounting tool. Balance becomes a digital colleague. A system that knows exactly what needs to be done, when, and how.

This way, you save time for yourself. Processes become simpler, and business management becomes more thoughtful and efficient.