A free-to-use, self-hosted trial balance and tax workpaper platform built for modern CPA firms. Own your data. Deploy in minutes. Free for internal use.
No bloated SaaS subscriptions. No data leaving your network. Just a focused tool that does trial balance and tax workpaper prep exceptionally well.
Complete debit/credit entry, adjustments, reclassifications, and running balances with real-time validation and out-of-balance detection.
Intelligent account classification suggests tax codes based on account names and historical patterns. Review and approve with a single click.
Pre-built chart of accounts templates for common entity types. Import client trial balances from CSV or Excel and auto-map to your standard COA.
Automated database backups with four tiers of redundancy. Point-in-time recovery. Never lose a workpaper or client trial balance again.
Built-in AI assistant that understands your trial balance context. Ask questions about account classifications, tax codes, or get help with adjustments.
Full abstraction layer supporting Anthropic, Ollama, and OpenAI-compatible endpoints. Run AI features with cloud or local models — your choice.
Map your chart of accounts to multiple tax software platforms simultaneously. Prepare workpapers that flow directly into the software your firm uses.
Supports 1040, 1065, and 1120S entity types across Business, Rental, Farm, and Farm Rental schedules — with over 1,000 pre-built mappings ready to use.
Vibe Trial Balance ships as a Docker appliance. Install on a mini PC, a spare server, or a cloud VPS. No ongoing SaaS fees, no data leaving your network.
Vibe Trial Balance is licensed under the PolyForm Internal Use License 1.0.0. Deploy it on your own hardware for the internal business operations of your firm at no cost. You may not distribute the software or offer it as a hosted or managed service to third parties — commercial licenses are available for those use cases. See the full license for conditions.
Vibe Trial Balance is free for internal use under the PolyForm Internal Use License 1.0.0. Deploy on your own infrastructure today — no licensing fees required.