Multi-client invoice processing for accounting practices.
Manage invoices across all your clients, each with their own accounting platform. AI extracts the data. You review, approve, and push directly to Zoho Books, Xero, or QuickBooks.
The Problem
Many clients. Many platforms.
Key Features
Multi-client. Multi-platform.
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Multi-Client Management
Each client has their own account with their own accounting connection, chart of accounts, and vendor list. Switch between clients from a single interface.
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AI-Powered Extraction
Upload invoices in bulk. AI extracts supplier details, line items, amounts, and tax per document. Confidence scores flag fields that need attention.
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Side-by-Side Validation
Review extracted data next to the original document. Edit fields, reassign vendors, change categories, all within the context of that specific client's chart of accounts.
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Direct Accounting Push
Approved invoices push directly to your client's accounting platform as bills. Zoho Books, Xero, QuickBooks: each client can use a different platform, and APEX33 routes to the right one.
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Multi-Platform Support
One practice, many clients, many platforms. Client A on Zoho Books, Client B on Xero, Client C on QuickBooks, all managed from a single APEX33 interface.
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Client Portal
Clients upload their own invoices through a dedicated portal. Documents route to the correct client account and enter the processing pipeline automatically.
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Per-Client Learning
Extraction accuracy improves per client and per vendor combination. The system retains invoice formats and categorisation preferences over time.
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Batch Processing
Upload, approve, and push multiple documents at once. Designed for the volume accounting practices handle.
Integration with Lab33 OS
Connected to the platform.
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Accounting Platform Integration
Connect each client account to their own accounting platform. Vendors and charts of accounts sync automatically. Approved invoices push as bills with full field mapping.
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Shared AI Engine
APEX33 shares the same document extraction engine as SIMS33. Improvements to extraction accuracy benefit both modules.
Who It's For
Built for accounting practices.
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Multi-client practices
Bookkeepers and accounting firms managing many client books in parallel without a unified workspace.
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High-volume processors
Firms working through hundreds of client invoices each month and feeling the manual entry burden.
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Cross-platform operators
Practices serving clients on Zoho Books, QuickBooks, and Xero from one workflow instead of three.
Pricing