What is Trial Balance?

Definition

A report listing all ledger balances to check that debits equal credits.

In depth

It is the first proof the books are internally consistent. EazyCXM builds it from the same entries that drive statements.

Quotes & Finance

Related terms

More on Quotes & Finance

CPQ

Software that helps sales teams configure products, apply correct pricing and generate accurate quotes quickly.

Quotation

A formal document offering products or services at stated prices and terms.

Sales Order

A confirmed customer order that authorises fulfilment and billing.

Invoice

A document requesting payment for goods or services delivered, with tax and totals.

Trial Balance, made practical

EazyCXM puts concepts like this to work across your business — see it on a demo.

Book a demo Explore the platform

Talk to us

See EazyCXM on your business

Tell us a little about your team and we’ll walk you through the platform on workflows shaped like yours — your industry, your motions, your messiest Tuesday.

We reply within one business day — A real person, not a sequence.

The demo runs on your use case — Bring your hardest question — that’s the fun part.

No pressure, no spam — Your details are used to reach you about this, nothing else.