Trial Balance · Write-Up · Financial Statements

The Accountant's Trial Balance, Simplified.

Write-up power, Excel simple. A complete trial balance, write-up, and financial-statement system — right inside the Excel you already own.

Buy now — $349.95 Start free trial

One-time purchase · No subscription · Runs in Excel for Windows

From raw client data to finished financials — in one file

If you can use Excel, you already know how to use SimpliATB.

Import from anywhere

Chart of accounts, beginning & prior-year balances, budgets, transactions and journal entries — from Excel, CSV, Text, or dBASE, or import an entire worksheet.

Group for statements & tax

Group accounts for financial statements, analytical ratios, and tax returns — 1065, 1120, 1120S, 1041, 1040 Sch C — plus 15 custom schedules.

Statements in seconds

Fully formatted, comparative Balance Sheet, Income Statement, Cash Flow & Retained Earnings — built from your groupings, by description.

Full reports + 7 JE types

General, Adjusting, Reclassifying, Federal Tax, State Tax, Potential & Other entries, a complete report set, TB and journal-entry reports.

Workpapers & links

Attach workpapers, add live workpaper links, WP references, and TB paste-links so every number traces back to its support.

Validate, close & roll

Out-of-balance and validation checks so the books always foot — then close the period to prior balances and roll forward.

Report on any basis

The prior-year column follows the basis you pick — built for tax work.

AdjustedFederalState OtherProposedPriorBudget

How it compares

Write-up power without the enterprise price tag or the cloud lock-in.

	SimpliATB	Engagement software CCH · Thomson · Caseware	Cloud ATB e.g. Ten Key
Price	$349.95 one-time	$1,000–$3,000+/yr	$500–$1,500/yr
Runs in	Excel you already own	Separate install / cloud login	Cloud / web app
Setup & training	Open the file — minutes	IT setup; days of training	Online account
Your data	Stays in your file	Proprietary database / cloud	Cloud-hosted
Multi-basis & tax groupings	Yes	Yes	Yes
Automated financial statements	Yes	Yes	Yes (to Excel)
Vendor lock-in	None	Yes	Subscription

One price. No subscription. Ever.

Buy it once and it's yours — the write-up tool that pays for itself on the first engagement.

Launch price

$349.95 / one-time

Full SimpliATB for Excel — every feature, no tiers
Import, adjust, group, report & close in one file
Comparative Balance Sheet, Income Statement, Cash Flow & RE
Multi-basis (book / federal / state / other) for tax work
Runs on the Excel for Windows you already own
Your data stays in your file — no cloud, no lock-in

Buy now — $349.95 Try it free first

Secure checkout · Instant download · Licensed to your machine

Questions, answered

What do I need to run SimpliATB?

Microsoft Excel for Windows. SimpliATB opens as an Excel workbook with its own ribbon tab — there's no separate application to install and no cloud account.

How is it licensed?

A one-time purchase of $349.95, licensed to your machine via a simple activation. A free trial is available so you can run a full engagement before you buy.

Where does my client data live?

Entirely inside your Excel file. Nothing is uploaded to a cloud, so there's no data-residency worry and no vendor lock-in — your working papers are always yours.

Can it handle tax groupings and multiple bases?

Yes. Group accounts for 1065, 1120, 1120S, 1041 and 1040 Sch C returns plus 15 custom schedules, and report on Adjusted, Federal, State, Other, Proposed, Prior, or Budget basis.

How do I get support or updates?

Reach us any time at support@simpliatb.com — we'll help you get set up and let you know when new versions are available.