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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Balance introduces the pioneering self-serve checkout solution that comprehensively handles all B2B payment intricacies, whether it's milestone payments, net terms, wire transfers, checks, SaaS subscriptions, or automated vendor payouts, among others: 🗒 API-centric approach! Dive into the documentation 💳 Expand your payment options: Accept ACH, wire transfers, credit cards, and checks 💨 Swift, zero-risk Net Terms: Clients pay on Net 30/60 terms while you receive your funds immediately. 🔁 Simplified recurring payments: Facilitate repeated invoice payments with the same ease as recurring credit card transactions 🏢 Designed to meet diverse B2B payment requirements, ideal for marketplaces, wholesalers, merchants, SaaS, and service providers. 🧍🏽‍♀️ Empower self-serve invoicing: Your clients can easily access and settle their invoices in just one click 🏋️ Automated reconciliation and collection: Isn’t it amusing that this process is still done manually? Additionally, Balance streamlines operations, allowing businesses to focus on growth rather than payment hassles.

Description

Everything necessary for enhancing, optimizing, and expanding your business is at your fingertips. Say goodbye to cumbersome spreadsheets and streamline your operations seamlessly. Ascend to the elite 1% of business and sales teams within your industry. Benefit from a comprehensive payments and billing system that encompasses online payments, invoicing, payment links, subscriptions, recurring billing, payment plans, and beyond. Foster a vibrant competitive atmosphere by utilizing a real-time leaderboard designed to inspire your team and elevate sales performance. Access all of your essential sales metrics through a user-friendly dashboard. Generate insightful sales reports, identify trends, and gather valuable insights to boost your sales figures. Effortlessly monitor sales commissions and ensure each sale is accurately attributed to the right sales representative. Process payments to your sales team globally with just two clicks. With OptimateAI, all aspects of your sales operations are consolidated in one platform, enabling you to manage payments, issue invoices, automatically track key performance indicators, distribute commissions, and so much more, ensuring that your business runs efficiently and effectively. This integrated approach not only saves time but also enhances productivity across your team.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

BigCommerce
Calendly
Canopy
Close
GoHighLevel
HubSpot CRM
HubSpot Customer Platform
Integrately
Magento
Make
OnceHub
Pipedrive
Salesforce
Salesforce Commerce Cloud
Stripe
Tradesilvania
Zapier
Zoho CRM

Integrations

BigCommerce
Calendly
Canopy
Close
GoHighLevel
HubSpot CRM
HubSpot Customer Platform
Integrately
Magento
Make
OnceHub
Pipedrive
Salesforce
Salesforce Commerce Cloud
Stripe
Tradesilvania
Zapier
Zoho CRM

Pricing Details

$0
Free Trial
Free Version

Pricing Details

$49 per month
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Balance

Founded

2020

Country

Israel

Website

www.getbalance.com

Vendor Details

Company Name

OptimateAI

Website

optimateai.com

Product Features

Accounts Receivable

ACH Payment Processing
Billing & Invoicing
Check Processing
Collections Management
Online Payment Processing
Overpayment Processing
Partial Payments
Receivables Ledger
Recurring Billing

Banking

ATM Management
Compliance Tracking
Corporate Banking
Credit Card Management
Credit Union
Investment Banking
Multi-Branch
Online Banking
Private Banking
Retail Banking
Risk Management
Securities Management
Transaction Monitoring

Billing and Invoicing

Billing Portal
Contact Database
Contingency Billing
Customer Portal
Customizable Invoices
Dunning Management
Hourly Billing
Invoice History
Mobile Payments
Multi-Currency
Online Invoicing
Online Payments
Payment Processing
Project Billing
Recurring/Subscription Billing
Service Ticket Billing
Tax Calculator

Payment Gateways

ACH / eCheck support
Buyer Authentication
Credit / Debit Support
Customer Information Storage
Fraud Prevention
Invoicing
Multi-Currency
PCI Compliance
Point-of-Sale (POS)
Recurring Billing / Subscriptions
Reporting / Analytics

Payment Processing

ACH Check Transactions
Bitcoin Compatible
Debit Card Support
Gift Card Management
Mobile Payments
Online Payments
POS Transactions
Receipt Printing
Recurring Billing
Signature Capture

Product Features

Alternatives

Alternatives