For professional-services firms
Accounting for firms that bill other businesses
IT and managed services, engineering, architecture, marketing, HR, and other firms: Apsis covers the money-in side (invoices with terms, reminders, statements, and receivables) plus bills and checks, in plain English.
Get paid on terms
Due on receipt or pay within 15 to 90 days in one click, with the client’s PO number in the invoice header (a matter number can go in the note). Record invoices you sent from another program so Apsis tracks them too.
A/R that runs itself
Up to four reminders counted from the send date or the due date, with copies to the client’s AP team. Aging, credits and credit memos, and statements you can print or email.
Payables included
Enter vendor bills, pay them, and print checks. At year end, see which subcontractors need a 1099 and for how much.
Client history in one place
Every client has one page: contacts (and who gets invoice emails), deals in progress, invoices, payments, what they owe, and a timeline of notes, emails, sent invoices and reminders. It’s a light CRM inside your books, not a replacement for a full CRM.
Clean books, and a seat for your CPA
Bank feeds via Plaid, or file imports when you prefer not to connect. AI-suggested categories you approve, reconciliation to your statements, and branded reports. Your accountant gets a free seat per company, so year-end is a login rather than a box of exports.
History your CPA can trust
Posted entries are never deleted. When something changes, such as a category, Apsis reverses the old entry and posts a new one, so last year’s reports still say what they said. Each invoice, bill and payment shows what it did to your books in plain words, with the debits and credits one click deeper. Every change is logged with who made it and the old and new values: click History on a record, or open the company activity log in Settings.
Categories that fit a practice
Pick Professional services when you set up and your income shows as Professional Fees, Retainers and Reimbursed Expenses, with categories for Continuing Education and Professional Liability Insurance.
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
Does Apsis handle sales tax on invoices?
Yes, if you turn it on. You can answer during company setup, or later under Settings → Sales tax: add state and local rates, mark exempt customers, and book tax on invoice or cash basis. Already have your own sales tax accounts from your old software? Under Where sales tax is booked, point Apsis at them and see each state's balance. Apsis doesn't look up rates, file returns, or pay them — check the setup with your CPA.
Is there a client portal?
No. Invoices, reminders and statements go to your client by email with a PDF attached.
Can I bring over open invoices from my old software?
Yes. On Bring in your books, upload unpaid invoices as a CSV (or record them by hand with their original numbers and dates). Apsis tracks them in receivables.
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 →