OnBalance

Features OnBalance

OnBalance is a cloud-based small business accounting application used to track your income, expenses, and mileage to help organize the information needed for your annual tax filing requirements.With OnBalance, you can:• Record, categorize, and separate personal transactions from business transactions.• Track your mileage with “always on” GPS mileage tracking (with GPS-enabled devices).
• Enter transactions and attach receipts for reference.
• Use advanced Optical Character Recognition (OCR) technology to capture and recognize the data from your receipt, which will automatically populate your expense transactions, reducing the amount of manual entry.
• View real-time dashboards to see graphical trends for your business, like expenses and cash flow summary, as well as bank account and credit card balances.• Simplify tax preparation by integrating your data directly with an accountant using Thomson Reuters UltraTax CS.
• Ensure your sensitive data is safe with secure access to OnBalance using a passcode and Touch ID.• Access your data anytime, anywhere.
Log in to OnBalance via our mobile app and online at onbalance.thomsonreuters.com.