Money & Bookkeeping

A Balance Sheet That Builds Itself From Data You Already Have

Know what your business owns and owes, any day. Cash, money clients owe you and bills you owe are filled in from your other tools; add anything else, like equipment or a loan, by hand.

  • 14 days free
  • No credit card needed
  • In every plan, from $10 a month
Cash, money owed to you and bills, filled in automatically.

Take a look inside

Real screens from Balance Sheet, filled in for a sample business. Select any screen to see it full size.

Owner’s equity that always balances.

Why BlissPoint Access over QuickBooks, Wave, Xero?

  • ✓Cash, Accounts Receivable, and Accounts Payable are derived automatically from your existing Bookkeeping, Invoicing, and Vendor & AP data — no separate chart-of-accounts setup required like QuickBooks demands.
  • ✓Presents equity as two honest, addable parts (cash-basis equity plus other net assets) rather than a single number pretending to more precision than a single-entry ledger supports.
  • ✓One CSV export, formatted for handing straight to an accountant or lender.

What You Get

  • Automatically derived Cash, A/R, and A/P
  • Manual entry for anything with no automatic feed yet (equipment, loans)
  • Owner contributions/draws tracking built in
  • One-click CSV export

Frequently Asked Questions

Do I need to set up a chart of accounts first?

No — figures are derived directly from your Bookkeeping, Invoicing, and Vendor & AP activity.

What if I have assets not tracked anywhere else on the platform?

Add them manually (equipment, loans, inventory) and they'll be included in the totals.

Can I export this for my accountant?

Yes — a one-click CSV export is available directly from the report.

Ready to use Balance Sheet?

It comes with every BlissPoint plan, along with every other tool your business needs. Try it all free for 14 days, no credit card needed.

Coming Soon

A look at what's next as BlissPoint Access keeps growing.

The Next Chapter

Payroll and benefits, embedded business banking with virtual cards, business insurance, international money transfers and small business lending — joining the invoicing in any currency and credit building that are already live.

Creator Payments, Merch & Livestreaming

Tips, memberships, digital products, print-on-demand merch and livestreaming — joining the creator home page, owned audience list and Lifeboat backup that are already live.

Education & Tutoring Platform

AI-guided lessons plus live tutors for languages, music, art, trades, and more — for students and lifelong learners alike.

Even More on the Way

An all-inclusive property management suite, human resources software, personal finance tools, more wellness and mental health tools, and much, much more…

See everything BlissPoint Access offers →