APStack Bookkeeping Mode

Every client's AP.One operating system.

See authorized AP deadlines, exceptions, and close blockers across your firm—then move the work inside the right, securely isolated client workspace.

Start Bookkeeping Mode See the workspace

Up to 10 active clients One firm subscription Separate client books

apFirm operations

Illustrative workspace

Firm brief · Today

What needs your firm today

Live

8active clients

23need attention

6urgent

7client waits

Recommended next move

Northline Construction

Send one request

APStack grouped the missing source evidence and prepared one client request.

Opens in this client only

One firm view Fast client switching Isolated authority QuickBooks-ready work

The operating model

Work across the firm.
Act inside one client.

The firm view tells your team where to focus. The client workspace preserves the exact books, memory, permissions, and accounting authority behind every action.

Firm-wide intelligence. Client-by-client boundaries.No blended ledgers. No crossed approvals. Posting authority stays with the selected client.

Firm viewParker Bookkeeping

Clients needing attention4

Ready across the firm31

Waiting on clients7

Prioritize · assign · follow up

Active clientNorthline Construction

Northline documents only
Northline QuickBooks connection
Northline memory and rules
Northline approval authority

Review · approve · post

Built for leverage

Keep AP ready before month-end.

APStack turns scattered client AP into a controlled daily system—so payables are ready for close instead of becoming the fire drill.

Know what needs attention.

Deadlines, exceptions, client waits, and connection issues arrive in one ranked firm view.

Finish inside the right client.

Every answer opens with its source, prior treatment, approval, and exact QuickBooks context.

Turn repetition into consistent capacity.

APStack uses each client’s confirmed patterns to propose guarded rules while your team keeps control.

Built for client trust.Every action keeps its evidence and actor.

Separate memory Role-based access Action history QuickBooks read-back

Practice Intelligence

Know what changed.
Know who needs you next.

APStack turns authorized AP evidence into a daily operating rhythm for the firm—without blending client books, inventing time savings, or sending a message before your team reviews it.

01
Start the day
Set a private aggregate baseline.
Daily Progress Pulse remembers the authorized workload shape—not client names, documents, or accounting detail.
Aggregate-only snapshot
02
Move the answers
Work the right client conversation.
Communication Intelligence separates answers, due follow-ups, and reminder cooldowns while preserving the exact request thread.
Reviewed outreach only
03
Review the practice
Compare only supported signals.
Firm Intelligence Pulse shows complete-period evidence and denominators, then withholds directional claims when the sample is not ready.
No invented ROI

Illustrative evidence contractPractice Intelligence · Today

Active scope

Firm Intelligence Pulse

Compare the signals with enough evidence.

Current and prior complete periods stay paired with their observed-action denominators.

Supported comparison

Communication Intelligence

Separate answers, due work, and cooldowns.

Continue the existing client thread instead of creating duplicate outreach.

Exact request history

Portfolio Ava

Ask the portfolio. Act inside one client.

Every recommendation carries bounded evidence and hands off before accounting detail opens.

Evidence before action

Truth includes what APStack refuses to claim. Immature cohorts, incomplete coverage, and low samples are labeled or withheld.

Only in APStack for Bookkeepers

The firm operating layer regular APStack doesn't unlock.

Client APStack keeps one company moving. Bookkeeping Mode adds the authorized portfolio, team controls, reusable firm workflows, and daily operating rhythm around those separate companies.

01daily

Cross-client daily command center

One ranked view of authorized client AP blockers, review work, waits, and posting-ready items.

02daily

Firm work queue and assignments

Prioritize, assign, approve, and coordinate AP work across the exact clients each teammate may access.

03daily

Firm request playbooks

Reuse firm-approved language for missing documents, approvals, and coding questions without auto-sending.

04daily

Communication Intelligence and follow-up desk

Rank client answers and due follow-ups, measure observed response timing, and keep every request attached to the correct company and AP record.

05control

Confirmed client handoff and return

Move from firm coordination into one exact client workspace before any accounting detail or authority is opened.

06control

Managed client portfolio

Provision, link, pause, archive, search, and monitor isolated client workspaces from the firm layer.

07daily

Daily Progress Pulse

Compare a private aggregate morning baseline with the live authorized portfolio—without storing client detail.

08daily

Portfolio Ava briefing

Ask portfolio-level questions, inspect bounded evidence, and prepare guarded multi-client actions.

09month end

AP month-end readiness portfolio

See client-specific AP blockers and next steps before close week, with no claim of full-ledger close.

10weekly

Firm Intelligence Pulse and authorized CSV

Compare supported complete-period signals, rank evidence-backed next actions, and export scoped workflow, quality, automation, and communication measures with cohort and denominator disclosures.

11weekly

Team roles, workload, seats, and client coverage

Control firm roles and assignments while seeing open-work load and unassigned client coverage.

12control

Firm Hands-Off policy templates

Reuse guarded thresholds while every client keeps its own vendor, coding, tax, and payment truth.

13control

Pooled firm capacity and billing

Manage active client slots, included firm users, and one pooled document allowance from the firm workspace.

Firm-only by designDual release flagsPaid active firmLive firm membership + roleExact assignment + client handoff

$399 per month

Give your team one place to finish every client's AP work.

One firm subscription. Up to 10 active clients. Every company kept separate.

Start Bookkeeping Mode Monthly. Cancel anytime.