About us
We're building the AI automation layer for patient responsibility payments.
Balance helps medical billers increase patient collections, reduce the cost to collect, and operate more efficiently by reducing paper statements and automating manual work.


92%
of patient payments made digitally
Patients overwhelmingly chose mobile and online payment, helping reduce paper, manual work, and the cost to collect.


Our Story
The founding team behind Balance brings more than 20 years of experience building fintech, marketplace, and consumer technology companies. Our focus has been on making transactions simpler and more intuitive while empowering businesses with modern technology. After two successful exits and amid the rapid advances made possible by AI, we asked ourselves: where could our experience have the greatest impact?
Healthcare was the obvious answer. With a physician in the family, we saw directly how much time and money practices lose to costly paper statements, disconnected payment workflows, and endless manual follow-up. And as healthcare consumers ourselves, we also experienced how frustrating these same systems are for patients.
Balance was created to bring modern payments and AI-powered automation to patient responsibility billing, helping medical billers collect more efficiently while giving patients a clearer, easier way to understand and pay what they owe.


Designed to help practices thrive
As high-deductible health plans and HSAs shift more of the cost of care to patients, independent practices have become increasingly dependent on collecting revenue directly from the people they serve. Yet legacy billing workflows leave too much of that revenue delayed or uncollected, putting pressure on cash flow and forcing difficult tradeoffs around staffing, visit volume, and time with patients.
We believe stronger practices create better conditions for care. By helping revenue teams operate more effectively, Balance supports the independence physicians need to shape their practices around patients and stay focused on why many entered medicine in the first place: to help people.
Built around the realities of modern living
Work, school, caregiving, appointments, and everyday responsibilities all compete for attention. Healthcare bills can be easy to overlook, especially when paying means sorting through mail, calling the practice for billing clarification, writing checks, finding stamps, or signging up and navigating an outdated portal. Delayed payments are often not the result of an unwillingness to pay, but an experience that makes paying unnecessarily difficult.
Consumers manage nearly every part of their lives from their phones, and healthcare payments should be no different. Balance brings healthcare payments into the smartphone era with a clear, mobile-first experience and flexible ways to pay. Patients can understand what they owe, choose what works for them, and resolve their balance wherever they are.

Our Story
The founding team behind Balance brings more than 20 years of experience building fintech, marketplace, and consumer technology companies. Our focus has been on making transactions simpler and more intuitive while empowering businesses with modern technology. After two successful exits, and amid the rapid advances made possible by AI, we asked ourselves: where could our experience have the greatest impact?
Healthcare was the obvious answer. With a physician in the family, we saw how much time and money practices lose to paper statements, phone calls, and disconnected payment workflows. And as healthcare consumers ourselves, we also experienced how frustrating these same systems are for patients.
Balance was created to bring modern payments and AI-powered automation to patient billing, helping revenue teams collect more efficiently while giving patients a clearer, easier way to understand and pay what they owe.


Designed to help practices thrive
As high-deductible health plans and HSAs shift more of the cost of care to patients, independent practices have become increasingly dependent on collecting revenue directly from the people they serve. Yet legacy billing workflows leave too much of that revenue delayed or uncollected, putting pressure on cash flow and forcing difficult tradeoffs around staffing, visit volume, and time with patients.
We believe stronger practices create better conditions for care. By helping revenue teams operate more effectively, Balance supports the independence physicians need to shape their practices around patients and stay focused on why many entered medicine in the first place: to help people.
Built around the realities of modern living
Work, school, caregiving, appointments, and everyday responsibilities all compete for attention. Healthcare bills can be easy to overlook, especially when paying means sorting through mail, making phone calls, writing checks, finding stamps, or navigating an outdated portal. Delayed payments are often not the result of an unwillingness to pay, but an experience that makes paying unnecessarily difficult.
Consumers manage nearly every part of their lives from their phones, and healthcare payments should be no different. Balance brings healthcare payments into the smartphone era with a clear, mobile-first experience and flexible ways to pay, including credit cards, mobile wallets, and installment plans. Patients can understand what they owe, choose what works for them, and resolve their balance wherever they are, instantly.

Purpose-built for patient responsibility
Focused on the post-insurance billing experience, from statement delivery through payment and posting.
Designed for daily use by medical billing teams
Built around the day-to-day workflows of billing companies and provider revenue teams.
Works with your existing software and process
Works alongside your practice management system or EHR so you can modernize patient billing without a disruptive replacement.
Purpose-built for patient responsibility
Focused on the post-insurance billing experience, from statement delivery through payment and posting.
Designed for daily use by medical billing teams
Built around the day-to-day workflows of billing companies and provider revenue teams.
Works with your existing software and process
Works alongside your practice management system or EHR so you can modernize patient billing without a disruptive replacement.
Trusted by medical billers and practices throughout the U.S.
Trusted by practices throughout the U.S.
Ready to modernize your patient billing?
Accelerate patient payments, reduce administrative work, and replace outdated workflows with a platform built for patient responsibility billing.
