Master Your
Relationships
Balnzed gives you a 360-degree view of every client and supplier. Simplify your network with intelligent insights and real-time movement tracking.
Client Name
Active Relationship
Overdue
$0
Open
$0
Paid
$99
Intelligent Contact
Dashboards
Get instant clarity on your financial relationships. Both the Customer and Vendor dashboards provide high-level insights before you even click a name.
Financial Overview
See exactly who owes you money and whose payment is overdue before you even open a profile.
Consolidated Lists
Manage your entire network in a clean, searchable table that displays balances and contact details at a glance
Vendors
1 contact
| Partner Name | Balance Status |
|---|---|
AJ Vendor Name vendor@email.com | $20,000.00 Overdue Amount |
Activity Stream
INV-00003 Generated
17 hours ago • $ 5,000.00
Payment Captured
4 days ago • $ 99.00
Deep-Dive Profile Insights
Click on any customer or vendor to access their dedicated profile. It’s like having a digital filing cabinet for every contact:
Transaction History
View all Invoices and Transactions related to that specific person.
Real-Time Status Tracking
See the status of every document—Draft, Paid, or Overdue—along with the specific Invoice Number, Date, and Amount.
Timeline View
Track activity from "4 days ago" to "17 hours ago" to stay updated on the latest movements.
Effortless Onboarding
Adding a new partner to your business is fast and comprehensive. Our detailed entry forms ensure you have all the data you need for tax and communication:
Core Details
Capture Name, Email, Phone, and WhatsApp (with a "Same as Phone" shortcut).
Business Info
Log Website, Reference, and Business Registration Numbers.
Global Ready
Select specific Currencies (e.g., Sri Lanka Rupee) and detailed Address fields including Province, City, and Country (Australia, Canada, Sri Lanka, USA, etc.).
Add New Contact
Why Professional Management?
Manage your network like an enterprise. Reliable data leads to reliable partnerships.
Relationship Management
Build stronger partnerships by never losing track of a conversation or agreement.
Cash Flow Optimization
Easily identify who owes you money and who you need to pay to keep your business running.
Data Security
Keep sensitive business registration numbers and contact info secure in an encrypted environment.
Time Efficiency
Eliminate manual searching. Find any invoice for any client in seconds.
Frequently Asked Questions
How many customers and vendors can I add in Balnzed?
Balnzed allows you to grow your business without limits—you can add as many contacts as your business requires.
Can I import my existing customer & vendor lists?
Yes, you can easily upload your existing data via CSV/Excel to get started in minutes.
Can I link vendors directly to purchase orders?
Absolutely. Once a vendor is created, they can be selected instantly when generating Purchase Orders or Bills.
Can I customize customers and vendors fields?
You can manage all standard fields including tax info, registration numbers, and multiple addresses for a comprehensive profile.