For consultants
Get paid on Net 30 without chasing
Your clients’ accounts-payable teams run on terms and purchase orders. Apsis sends invoices with real terms, follows up on its own, and shows you exactly who owes what, so you can stay billable instead of writing “just checking in” emails.
Invoices with terms
Pick due on receipt or pay within 15, 30, 45, 60 or 90 days in one click; each client’s usual terms fill in for you. Add the client’s PO number and your supplier number, apply line discounts, and reuse saved items for your standard services.
Reminders that chase for you
Set up to four reminders, counted from the day you send or from the due date. Copy the client’s AP contacts and, from a reminder you choose, your own team. Reminders stop once the invoice is paid or credited.
See who owes you
Receivables shows aging at a glance. Email a customer statement so a client’s finance team sees every open invoice in one place, and apply credits or credit memos when a scope changes.
Your client relationships, next to the money
Each client’s organization page holds the people you deal with there (choose who receives invoice emails), deals with stages and next steps, invoices and payments, and a timeline of notes, emails, calls and sent invoices. Set yourself a task or log a call, and Home lists what’s due. When a deal is won, the prospect becomes a customer and Apsis offers to start the invoice. It’s a light CRM inside your books, not a replacement for a full sales platform.
Books that stay current
Connect your bank through Plaid, or add an account by hand and import a CSV, OFX or QFX file from your bank. Apsis suggests a category for each transaction (software, travel, subcontractors) and nothing posts until you approve it. Reconcile to your statement and see “Books match bank,” or a plain-words reason when they don’t.
Categories that fit consulting
Pick Consultant / advisor when you set up and your income shows as Consulting Fees, Retainers and Reimbursed Expenses, with an expense category for subcontracted consultants. Change any of it later.
Running more than one entity?
Add a company for $10/month with its own bank connection and switch from the same login. Each company keeps separate books. See Apsis for multi-entity owners.
What you get for $19/month
- Invoices with terms in one click (due on receipt, or pay within 15, 30, 45, 60 or 90 days), the client’s PO number, your logo, and saved items
- Recurring invoices for retainers and regular clients (weekly, monthly, every 3 months or yearly), sent automatically or held for your approval
- Clients can pay a sent invoice by card or bank transfer on a page with your company name and logo (turn on once under Settings → Plan); card payments 0.5% capped at $10, ACH free
- Optional sales tax on invoices (choose during setup or turn on in Settings, add your rates, mark exempt customers). Settings shows which account each state’s tax is booked to and what’s in it, and you can point it at your own accounts. Apsis books what you owe but doesn’t file returns
- Email sent through Apsis or a Gmail account you pick for each company (any Gmail you sign in with), with a warning if an Apsis-sent email bounces
- Up to four automatic reminders, counted from the send date or the due date
- Receivables with aging, Adjust a balance (charges, credits and refunds), and customer statements
- Organizations, contacts and a deals board, with tasks, calls and an activity timeline
- Import prospects, customers, vendors and contacts from a spreadsheet, with a template, column matching and undo
- Take a copy of your data as spreadsheets at any time
- A history of who changed what, on each record and in a company activity log that can’t be edited
- Bank feeds (via Plaid) or file import (CSV, OFX, QFX), with suggested categories you approve (never booked until you do), plus reconciliation
- Bills, bill payments, check printing, and a 1099 list at year end showing who needs one and for how much
- 1 company and 3 users included (+$5 per extra user, +$10 per extra company); your accountant joins free
What Apsis doesn’t do (yet)
Apsis doesn’t run payroll. If you have employees, keep a payroll service and record payroll in your books.
Questions
Can Apsis send invoices on Net 30?
Yes. Pick pay within 30 days (or due on receipt, 15, 45, 60 or 90 days, or a custom date) and Apsis sets the due date and can count reminders from it. A new invoice starts on that client's usual terms.
Can I put a client's PO number on the invoice?
Yes. Click Add PO number. The PO prints in the invoice header and shows in the email subject, on reminders and on statements, and invoice search finds it. Your supplier number for that client fills in on the next invoice. There's no separate purchase-order module.
Does Apsis do recurring invoices or time tracking?
Recurring invoices, yes: bill a retainer weekly, monthly, every 3 months or yearly, sent automatically or held for you to check the amount first. Time tracking isn't built in.
Can my accountant get access?
Yes. One accountant seat per company is free and doesn't count toward your three users.
Apsis is bookkeeping software, not a tax advisor. Your CPA still files your taxes.
Books that keep themselves current
Apsis connects to your bank, suggests categories you review, and sends invoices with your terms and automatic reminders. $19/month after a 30-day free trial.
Start free — 30 days →