Balancebook reviews

Good fit for a small team

We evaluated four options and picked this one on support responsiveness. No regrets.

Reliable day to day

Stable and predictable. I have stopped thinking about it, which is the compliment.

Fine, not flashy

We evaluated four options and picked this one on support responsiveness. No regrets.

Straightforward and fast

Good product held back slightly by thin documentation on the advanced features.

Worth the switch

Would recommend for a small team. Larger orgs will want the higher tier.

Worth the switch

A few rough edges in the UI, but the underlying engine is dependable.

Does the job without drama

Support answered within a few hours both times I needed them.

Replaced two tools with this

Replaced two tools with this one. Setup took an afternoon and the team stopped asking questions.

Does the job without drama

The core workflow is well thought through. Some of the settings are buried.

Straightforward and fast

Fine for what we need. Not the most powerful option but the least annoying.

Reliable day to day

Reliable. In four months we have had one short outage and it was communicated properly.

Fine, not flashy

The API is clean and documented, which made our integration a one-day job.

Does the job without drama

Took a couple of weeks to settle into it. Worth pushing through the first fortnight.

Does the job without drama

Support answered within a few hours both times I needed them.

Reliable day to day

The API is clean and documented, which made our integration a one-day job.

Solid, with a couple of rough edges

Replaced two tools with this one. Setup took an afternoon and the team stopped asking questions.

Better than what we left

Six months in and it still does the job. Nothing surprising, which is the point.

Sensible defaults

It scaled with us from two seats to eleven without a repricing conversation.

Does the job without drama

Solid day-to-day. We hit one limitation on reporting but support suggested a workable path.

Good fit for a small team

Does what it says. The onboarding was better than I expected for the price.

Replaced two tools with this

Solid day-to-day. We hit one limitation on reporting but support suggested a workable path.

Support is the differentiator

Six months in and it still does the job. Nothing surprising, which is the point.

Replaced two tools with this

Migration was smoother than the last two tools we tried. Data came across intact.

Does the job without drama

We use maybe sixty percent of it. That sixty percent works very well.