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description: Detailed reviews on Balance based on features, pricing, usability, and ratings. Get a quick overview advantages and disadvantages. Compare Balance with similar products.
image: https://gdm-localsites-assets-gfprod.imgix.net/images/getapp/og_logo-94fd2a03a6c7a0e54fc0c9e21a1c0ce9.png
title: Balance Reviews, Prices & Ratings | GetApp Canada 2026
---

Breadcrumb: [Home](/) > [Nonprofit Accounting Software](/directory/1441/nonprofit-accounting/software) > [Balance](/software/2381346/balance-1)

# Balance

Canonical: https://www.getapp.ca/software/2381346/balance-1

> Cloud-based endowment accounting software for nonprofits, higher education, and foundations, covering unit accounting, gift tracking.
> 
> Verdict: Rated \*\*\*\* by 0 users. Top-rated for **Overall Quality**.

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## Overview

### Key benefits of Balance

\* Automates unitization across all endowed funds, ensuring each fund receives a consistent and accurate share of investment gains and losses without manual intervention.
\* Applies policy-driven spending rules, including market-value-based, hybrid, inflation-adjusted, and custom formulas, to eliminate manual spending calculations and reduce formula errors.
\* Maintains structured records of gifts, transfers, earnings, fees, and distributions while enforcing donor restrictions and fund hierarchies, supporting donor compliance and clear audit trails.
\* Compares custodial statements against fund balances to identify and resolve discrepancies quickly, reducing reconciliation time for finance teams.
\* Provides audit-ready financials and on-demand SOC reports, reducing the preparation burden during internal and external audit cycles.
\* Delivers fund-level reporting with real-time market value, historical gift data, and available spending figures, with report-only and view-only access controls for internal and external stakeholders.
\* Supports bulk import and export of fund additions, updates, and spending rules, and exports allocation data and spending summaries for use in external financial systems.
\* Integrates with Workday, PeopleSoft, Oracle/FRS, NetSuite, Jenzabar, Blackbaud Financial Edge, Ellucian/Banner Finance, and Ellucian/Colleague Finance, allowing accounting outputs to be exported without disrupting existing workflows.
\* Centralizes fund data in a single system, eliminating spreadsheet-based workflows and reducing cross-team coordination overhead across finance, investment, and donor relations functions.
\* Meets institutional security requirements through HECVAT certification, annual SOC 1 and SOC 2 Type II audits, TLS-encrypted sessions, per-client isolated databases, and multi-factor authentication.

## About the vendor

- **Company**: EverTrue
- **Founded**: 2010

## Commercial Context

- **Target Audience**: Self Employed, 2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000, 5,001–10,000, 10,000+
- **Deployment & Platforms**: Cloud, SaaS, Web-based
- **Available Countries**: United States

## Features

- Financial Reporting Software
- For Nonprofits
- Fund Accounting Software

## Support Options

- Email/Help Desk
- FAQs/Forum
- Knowledge Base Software
- Chat

## Category

- [Nonprofit Accounting Software](https://www.getapp.ca/directory/1441/nonprofit-accounting/software)

## Related Categories

- [Nonprofit Accounting Software](https://www.getapp.ca/directory/1441/nonprofit-accounting/software)
- [Fund Accounting Software](https://www.getapp.ca/directory/168/fund-accounting/software)

## Links

- [View on GetApp](https://www.getapp.ca/software/2381346/balance-1)

## This page is available in the following languages

| Locale | URL |
| en | <https://www.getapp.com/all-software/a/balance-1/> |
| en-AE | <https://www.getapp.ae/software/2381346/balance-1> |
| en-AU | <https://www.getapp.com.au/software/2381346/balance-1> |
| en-CA | <https://www.getapp.ca/software/2381346/balance-1> |
| en-GB | <https://www.getapp.co.uk/software/2381346/balance-1> |
| en-IE | <https://www.getapp.ie/software/2381346/balance-1> |
| en-NZ | <https://www.getapp.co.nz/software/2381346/balance-1> |
| en-SG | <https://www.getapp.sg/software/2381346/balance-1> |
| en-ZA | <https://www.getapp.za.com/software/2381346/balance-1> |

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