The short version

What Apsis does and doesn’t do

Apsis is accounting software for small businesses that bill other businesses. Here’s exactly what it covers, what it doesn’t, and who it fits.

Status: Apsis is in beta. We ship improvements every week; see the changelog.

What Apsis does

• Invoices with terms. Net 30 or your own terms, the client’s PO number, and your logo. Recurring invoices for retainers. Each invoice tells clients where to mail a check.
• Automatic reminders and statements. Up to four reminders, then statements so clients see what’s still open.
• Email. Invoices, statements and reminders go out through Apsis under your company name, or from a Gmail account you pick for each company (send-only permission). Any Gmail you sign in with works, and each company keeps its own sender.
• Sales tax, if you charge it. Optional. Add your state and local rates and mark exempt customers. Apsis books what you owe to the accounts you choose and shows each state’s balance. It doesn’t look up rates, file returns or pay them.
• Online payments. Clients pay by card or bank transfer on a page with your company name and logo, processed through Stripe.
• Bank feeds. Connect through Plaid (read-only; Apsis can’t move money), or add an account by hand and import CSV, OFX or QFX. Right after you connect, Apsis asks which new accounts are business, and any you mark Personal are left out. Linked one by mistake later? Ignore hides it everywhere.
• Categories you review. For a bank line with no category yet, Apsis may suggest one. You approve or change it; nothing is booked until you do, and you can always override. When the plain suggestion wording differs from the real account name, a faint line under it shows that official name. Categories show their account number (and a friendly name when you’ve set one), like 6200 Rent. A transfer to another of your accounts uses the same menu: pick that account from your chart (the account the money came from is left out).
• Chart of accounts with friendly names. Give each account an optional friendly name for the chart list and pickers; reports keep the official name. Edit the official name, friendly name, description and type in one place, with a history of who changed what.
• Reconciliation and reports. Match your books to your bank statement; the books side names the account in your chart that you're matching. Profit and loss, balance sheet, and more.
• Multiple companies. Separate books for each company, one login, one-click switching.
• Multiple users. You and two teammates on the base plan, with more available.
• A free accountant seat. One per company for your CPA or bookkeeper.
• Customers and deals. Organizations, contacts and a light deals board built into your books.

What Apsis doesn’t do

• No payroll. If you have employees, keep a payroll service and record it in your books.
• No property management. No tenant, lease or rent-roll features.
• Not a CPA firm. Apsis is software. It does not give tax or legal advice.

Who it’s for

• Consultants billing retainers and projects
• Agencies
• Professional-services firms
• Owners who run more than one company
• Their accountants and bookkeepers

Who it’s not for

• Businesses that need payroll built into their accounting

Pricing

$19 a month, or $190 a year (2 months free), after a 30-day free trial. That includes 1 company, 3 users, 1 bank connection, a free accountant seat, and every feature. Extra company: +$10/mo with its own bank connection. Extra user: +$5/mo. Extra bank connection: +$3/mo. Card payments: 0.5% per payment, capped at $10; bank transfers (ACH) are free. Full details on the pricing page.

Who makes it

Apsis Accounting LLC, a Florida company, built by Mike Hardy (Clearwater, Florida) and his father Jeff Hardy (Palm Harbor, Florida), who both come from accounting software for homeowners associations. More about us.

Questions