Your financial chat
history

View all your customer and vendor accounts and payment history,
plus subscriptions — all in one place.

watch
heads-up
Your supercharged bank feed

Look for

anything under

the sun

Transparent ImageYour Directory comes with powerful search, so you can lookup entire transaction histories of your clients, vendors and subscriptions.
Transparent ImageUnderstand your financial landscape with ease and know everything you need to.

Keep up with

your roster

Transparent ImageView their total outstanding balance, your lifetime earnings from them, average days to payment, and all their transaction history with your business.
Transparent ImageKeep afloat of your subscribed services and products too.
powerful tracking

“Balancebeam, our cornerstone at Smarter
Swipe, liberated us from paperwork,
providing time and empowering efficiency.
Their support transformed our journey ,
instilling confidence for unmatched growth
and efficiency.”

Profile picture of Kelsey Willock

Nicole Nguyen
CEO
Smarter Swipe