Balance
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Resource Planning Software

Resource Planning That Helps You Plan Smarter

The intuitive resource planning tool that helps agencies schedule teams, track utilisation and keep projects on budget.

30%
Less bench time
2x
Faster scheduling
100%
Team visibility
Balance resource planning schedule view showing team assignments and capacity

Trusted by leading agencies

NC Digital Elevated Software Hustle What4Wheels

Get your team balanced in three steps

No complex setup or migration headaches. Start planning in under five minutes.

1

Add your team

Import your team members, set their roles, departments, capacity and hourly rates. Add placeholders for upcoming hires.

2

Create your projects

Set up projects with budgets, timelines and clients. Define tasks and assign hours so you always know where you stand.

3

Schedule and deliver

Drag and drop tasks onto your team's schedule. Balance workloads, track progress and deliver projects on time and on budget.

Everything you need to manage resources

A complete toolkit for planning, scheduling and tracking your agency's most valuable resource -- your people.

Visual Scheduling

Drag-and-drop interface to schedule your team across projects. See availability, capacity and conflicts at a glance.

Team Management

Organise by role, department, or skill. Track capacity, utilisation rates and availability across your entire team.

Budget Tracking

Monitor project budgets and hours in real-time. Track estimated vs logged hours and get alerts before you go over.

Timesheets

Log time against tasks and projects. Compare estimated hours against actuals to improve future planning accuracy.

Time Off

Manage holidays, sick days and leave requests. Automatically factor time off into scheduling and capacity planning.

Reports

Utilisation reports, project profitability, team performance and more. Export data to make informed decisions.

Scheduling

Visual scheduling that makes sense

See your entire team's schedule at a glance. Drag and drop to assign tasks, spot conflicts instantly and keep everyone balanced.

  • Drag-and-drop scheduling
  • Real-time capacity indicators
  • Day, week and month views
  • Pending task approvals
Balance visual scheduling interface with drag-and-drop team assignments
Projects

Track every project from start to finish

Monitor project progress, track budgets in real-time and ensure your team delivers on time and within scope. Filter by status, client, or project manager.

  • Budget and hours tracking
  • Status indicators (on track, at risk, overdue)
  • Team assignments overview
  • Client and project manager filtering
Balance project tracking dashboard with budget and status indicators
People

Know your team's capacity at all times

See who is available, who is overloaded and who is on leave. Track utilisation rates to ensure no one is underworked or burning out.

  • Utilisation tracking per person
  • Department and role filtering
  • Hourly rates and capacity settings
  • Placeholder roles for future hires
Balance team capacity and utilisation tracking view
Budget & Hours

Never go over budget again

Set budgets and hourly rates per project. Track estimated hours against actuals in real-time so you always know exactly where your money is going.

  • Total budget vs spent tracking
  • Estimated vs logged hours breakdown
  • Billable and non-billable tracking
  • Per-project hourly rate configuration
Balance project budget tracking with estimated vs actual hours
78%
Average utilisation improvement
5hrs
Saved on scheduling per week
23%
Fewer over-budget projects
100%
Visibility across your team

Syncs with your calendar

Connect your Google or Outlook calendar so your team's schedule is always in sync. No double-booking, no manual updates.

Gmail
Calendar sync
Outlook
Calendar sync

Loved by agencies everywhere

"Balance completely transformed how we schedule our team. We went from spreadsheets and guesswork to having complete visibility over everyone's workload."

JH
James Hartley
Operations Director

"The budget tracking alone pays for itself. We caught two projects heading over budget early and were able to have conversations with clients before it became a problem."

SR
Sophie Reynolds
Founder

"We tried Float and Resource Guru before settling on Balance. The interface is the cleanest we have found and the capacity planning is spot on for how agencies actually work."

MP
Matt Pearson
Managing Director

Simple pricing that scales with your team

Every feature included. No limits. No tiers.

£10
per month for your first user
£8 per month for each additional user
Start 14-day free trial

No credit card required. All prices exclude VAT.

Frequently asked questions

You get 14 days of full access to all features, no credit card required. At the end of your trial, your account will be paused until you subscribe.

Yes, you can add or remove users whenever you need to. Changes are prorated so you only pay for what you use.

A team member is anyone who appears on the schedule and can be assigned tasks.

Yes. Every feature is included for every user. There are no tiers, no add-ons and no hidden limits. You get the full product from day one.

All data is encrypted in transit and at rest. We use industry-standard security practices, regular backups and are GDPR compliant. Your data is yours and can be exported at any time.

Ready to bring balance to your team?

Start your free 14-day trial today. No credit card required. Set up in under five minutes.

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