Apex Accounting Beta

Accounting now has a real Apex beta family, not just a billing SKU.

Accounting now has a protected beta shell for client onboarding, recurring deadlines, receivables, and bookkeeping work queues. It is a truthful beta surface, not a completed accounting suite.

The rule stays the same: public packaging can widen before full certification, but it has to stay honest about what is beta, what is inventory-only, and what still needs real data proof.

Rollout truth
Accounting now has a protected beta workspace shell plus a staged public lander. It is still not a certified self-serve vertical because needs client-file intake and deadline-centric workspace truth before launch.
Join Accounting BetaSee Workspace ShellSee All Platforms
Beta tool pages
3
Publicly packaged wedges inside the accounting family.
First workflow
Client onboarding -> deadline board -> service delivery follow-through.
Public story and workspace shell now agree on the first believable wedge.
Commercial truth
Inventory only
0 direct self-serve tools. Everything else stays waitlist-first until the workflow tightens.

Workspace modules that set the standard

Beta workspace module
Client Onboarding
Track what has been collected, what is missing, and who is still waiting to start.
Real shell. Not yet backed by certified document or client-record persistence.
Beta workspace module
Deadline Board
Keep recurring filings, closes, and work packets in one visible queue.
Useful now as an operator board, but not yet a production calendar and filing system.
Planned next
Receivables Watch
Make billing follow-up and payment pressure visible before it hurts cash flow.
Planned once client, invoice, and billing states are linked more deeply for this vertical.
Planned next
Workload Balance
See which clients, deadlines, and staff queues need intervention.
Still planned until the service-delivery event loop becomes more concrete.
Beta

Receipt Snap

$9/mo current beta SKU

Collect and organize receipts before month-end chaos turns small admin debt into real delays.

Lead-magnet role: Wins with a high-frequency pain point first, then expands into deadlines, invoices, and client onboarding.
Certification: Public beta page and protected apex accounting beta workspace shell exist. Billing inventory is mapped, but the standalone operational data contract is not yet certified.
Commercial status: Inventory only.
Best way to join Receipt Snap
Use the page to understand the workflow, then join the waitlist while Apex tightens the standalone flow behind the scenes.
Low-friction entry point into accounting ops
Helps reduce missing-document debt
Strong bridge into deadline-driven workflows
Beta

Invoice Forge

$9/mo current beta SKU

Draft invoices, track what is outstanding, and keep receivables pressure visible.

Lead-magnet role: Pulls accounting teams in through revenue operations, then widens into delivery and bookkeeping workflow.
Certification: Public beta page and protected apex accounting beta workspace shell exist. Billing inventory is mapped, but the standalone operational data contract is not yet certified.
Commercial status: Inventory only.
Best way to join Invoice Forge
Use the page to understand the workflow, then join the waitlist while Apex tightens the standalone flow behind the scenes.
Clarifies accounts receivable follow-through
Useful before a fully connected accounting suite exists
Pairs naturally with client onboarding and deadline work
Beta

Expense Sort

$9/mo current beta SKU

Sort expenses, surface uncategorized items, and keep bookkeeping cleanup from piling up.

Lead-magnet role: Makes Apex useful through one visible bookkeeping pain first, then expands toward the broader accounting workspace.
Certification: Public beta page and protected apex accounting beta workspace shell exist. Billing inventory is mapped, but the standalone operational data contract is not yet certified.
Commercial status: Inventory only.
Best way to join Expense Sort
Use the page to understand the workflow, then join the waitlist while Apex tightens the standalone flow behind the scenes.
Keeps uncategorized work from compounding
Supports a cleaner bookkeeping queue
Good wedge into recurring client service work
Buy when you are ready. Learn when you need to.

Ready to buy with clarity?

Pricing is the direct path. The product map is the context layer.

Early access is being rolled out in small cohorts. Use the product map, pricing, or the launch list to catch the next opening.
Pick a plan
Create your account during checkout
Your workspace unlocks after billing succeeds
Prefer updates by email instead?
Paid activation unlocks your workspace🛡 Your data stays yours🏗 Designed around active real-estate workflows
View Plans

We use cookies to make APEX better. That's it. No tracking, no selling your data.