Every entity’s books, one login

Customers, deals and money in one place, per company

Each company keeps its own organizations, contacts, deals and invoices, with a timeline of notes, emails, sent invoices and reminders, so one entity’s clients never mix with another’s.

Each company sends as itself

Invoices, statements and reminders go out through Apsis under that company’s name, or from a Gmail account an Administrator picks for that company. Already connected a Gmail in one of your companies? In another company, click Use this next to it, with no second Google sign-in. Switch companies and you send from that company’s sender.

A holding company, set up for what it does

Pick Holding company / I own several businesses when you set up a company and it starts with Management Fees, Rental Income and Interest & Dividends, plus Due from and Due to Related Companies accounts for money that moves between your entities.

What to know before you rely on it

Apsis keeps entities separate. It doesn’t produce consolidated reports across companies or automate intercompany entries today. Run each company’s reports and combine them with your CPA if you need a consolidated view.

Keeping money separate

Separate bank accounts per entity make clean books possible. Our guide to separating personal and business money covers the basics.

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

How much does a second company cost?

$10/month, including its bank connection. Your three included users can work in every company.

Can I see all my companies combined?

Not today. Each company has its own reports; there's no consolidated report yet.

Does each company get an accountant seat?

Yes. One free accountant seat per company.

Can each company email invoices from its own address?

Yes. Each company picks Apsis or one Gmail account under Settings, Connections, Gmail, and your other companies keep their own sender. Any Gmail you sign in with can be used.

Apsis is bookkeeping software, not a tax advisor. Your CPA still files your taxes.