Frequently Asked Questions

Balanvia is a cloud-based solution designed to provide real-time visibility into account balances across multiple sources, delivering consolidated reports and actionable insights directly through an intuitive dashboard.

Our platform connects securely to your accounts via encrypted API links, fetching balance snapshots at regular intervals. Data is normalized and displayed instantly, enabling you to monitor fluctuations and trends as they occur.

Yes. Balanvia allows you to define custom reporting intervals, choose report formats and select specific account groups. Scheduled reports are delivered automatically by email or exported in CSV and PDF formats.

Security is a top priority. We use AES-256 encryption for data in transit and at rest, two-factor authentication for user access and regular security audits to maintain robust protection.

Integration is straightforward. Use our RESTful API endpoints or prebuilt connectors for common platforms. Detailed documentation and developer support are available to assist at every step.

Yes. The platform automatically identifies account currency and performs balance tracking for each. You can view each currency separately or convert all balances to your base currency for consolidated reporting.

Balanvia provides granular role-based access control. Define roles such as administrator, analyst or viewer, assign specific permissions for data access, report generation and system configuration.

Export options include CSV, PDF and JSON formats. Simply select the desired report, choose export format and download or have it automatically sent to designated recipients.

Our support team is available via email at support@balanvia.com or by phone at +14160847919. We also maintain a knowledge base and community forum for additional guidance.

Access your balance dashboard from any mobile device through our responsive web application. No separate download is required; simply log in via your mobile browser.

Yes. Configure alerts to notify you via email or in-app messages whenever balances cross defined thresholds, ensuring timely awareness of significant changes.

Choose from tiered plans based on the number of accounts and reporting frequency. Each plan includes core features, security protections and access to our API.

We offer a 14-day trial allowing full access to all features. No obligation and no credit card required. Sign up at balanvia.com to start your trial.

We roll out platform updates monthly, including new features, performance enhancements and security improvements. Release notes are published on our website.

Our offices are located at 301 Front St W, Toronto, ON M5V 2T6, Canada. All support operations are handled from this location.