Additional Features

Included in Your Subscription

Balance offers features to make management of funds, users, and reporting options easy and intuitive. 

• Bulk Import

Update fund profile fields for multiple funds using our Bulk Import tool.

• Role Manager

Set user access and edit capabilities at the page level to keep your data secure.

• User-Defined Reports

Build your own Balance reports using pre-defined data sets and our UDR builder tool.

Paid Features

Additional paid features are available to streamline your process and create a better workflow with your organization's existing systems.

• Single Sign On

Use the same login for Balance that you use to access other systems in your organization (In Common members are eligible for this feature).

• FTP File Transfer

Automates the importing of files into Balance from another system (general ledger, gift database) and exporting of files with journal entries from Balance back to a client's server.