Invoice processing software for accounting firms.
Multi-client workspaces, team collaboration, approval workflows, and direct sync to QuickBooks, Xero, and Zoho Books — so your team spends time on clients, not keyboards.
Firm command center
Every client, exception, and push-ready invoice in one controlled view
Client isolation
Each client's data fully separated
Exception queue
Only flagged invoices need review
Vendor learning
Corrections improve future accuracy
GL sync
One click to QuickBooks, Xero, Zoho
Line-item
Extraction detail
Multi-client
Isolated workspaces
Tamper-evident
Audit trail on every action
1-click
Sync to QB, Xero, Zoho
Everything your firm needs to control client invoice data
Client Workspaces
Every client gets a fully isolated workspace. Invoices, history, settings, and exports completely separated. Your team sees all; clients see only their own.
Vendor Learning
InvoiceParser Pro learns from every correction your team makes — firm-wide. Account codes, vendor names, line item mappings. Every month gets faster and more accurate.
Approval Workflows
High-confidence invoices auto-approve. Everything else routes for sign-off — one approver or a multi-step chain, with out-of-office delegation when someone's away. Your team reviews exceptions — not every invoice.
Client Email Inboxes
Every client gets a dedicated email address. Clients CC their invoices — InvoiceParser Pro picks them up, extracts, and queues for review automatically.
Role-Based Access
Owner, Admin, Member, and Read-only roles. Invite staff with the exact permissions they need. Firm-wide visibility with granular controls.
Anomaly Detection
Invoices that spike above a vendor's typical amount are flagged automatically. Catch billing errors and duplicate charges before they hit the GL.
Client Upload Portal
Share a link and clients upload invoices themselves — no login required. Files land directly in their workspace queue.
GL Sync in One Click
Push approved invoices to QuickBooks, Xero, or Zoho Books directly. Extraction to GL in under a minute.
Multi-client routing and rule-based auto-approval — out of the box
Every client gets a unique inbox address and an isolated workspace. Approvals that are always safe — trusted vendor, under your threshold — skip the review queue entirely.
Client workspaces
4 active · 12 invoices
Each client gets a unique inbox
Clients CC invoices to their address. IPP picks them up, routes to the correct workspace, extracts, and queues for your review — no portal logins required for the client.
Automation rule
Priority 100
Your team only reviews what matters
Conditional rules run in priority order. Trusted vendors under your threshold push straight to the GL. Anything that doesn't match lands in the review queue.
Set up once. Run every client through the same workflow.
Set up client workspaces
Create a workspace for each client. Invite your team with the roles they need.
Invoices flow in
Upload directly, share a portal link, or let clients email their invoices in.
Review and approve
Your team reviews flagged invoices. One click to approve and sync to the GL.
Plans built for accounting firms
14-day free trial — full firm workspace with multi-client support included. No credit card required.
Your clients' data stays yours.
Accounting firms trust IPP with client financial documents. Every security control is visible and documented — so procurement and compliance reviews aren't a surprise.
Read security detailsTLS 1.3 in transit
All connections encrypted with TLS 1.3. No plaintext data in transit.
Fernet encryption at rest
QuickBooks, Xero, and Zoho Books OAuth tokens encrypted at rest with Fernet symmetric encryption.
SHA-256 API key hashing
API keys are hashed with SHA-256 before storage. The plaintext key is shown once and never stored.
Per-workspace isolation
No cross-tenant data access is possible. Every client workspace is isolated at the data layer.
Cloudflare R2 file storage
Invoice files stored in Cloudflare R2 (US region) with per-workspace access controls.
Four-tier RBAC
Owner, Admin, Member, and Read-only roles. Staff see exactly what their role allows — nothing more.
Tamper-evident activity log
Every activity-log entry is hash-chained to the one before it, with an on-demand integrity check — firm history can't be quietly edited.
PII redaction on export
Strip names and addresses from client CSV exports when sharing data with a third party.
The control layer firms run on
PO matching
Pull the purchase order straight from your client's QuickBooks, Xero, or Zoho and match it to the bill on vendor and amount, with per-vendor variance tolerance.
Spend & budgets
Show each client where the money goes — by vendor, category, and month — and track it against budgets, kept per currency.
Approvals, routed
Send bills over a threshold to one approver or a multi-step chain, who can approve or reject from a Slack DM — no extra login required. Aging badges flag anything waiting past 24 hours.
Vendor learning per client
Coding and field corrections compound per client on every approval. The longer a client is on IPP, the less review their invoices need.
What accounting firms say
“Your software handles real-world invoices very well. The ability to export to QuickBooks, Xero, and Zoho — along with Excel — makes the platform very versatile. It's exactly what accounting firms need when working across multiple clients and different accounting systems.”
Shari Edwards
Owner, Verity Pro Ledger Solutions
Everything you need to know
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Contact SupportInvoice processing built for accounting firms.
14-day free trial. Full firm workspace with multi-client support, team collaboration, and direct QuickBooks, Xero, and Zoho Books sync. No credit card required.
Firm $399/mo · Firm Pro $799/mo · 14-day free trial · No credit card · or drew@invoiceparserpro.com