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InvoiceParser Pro
InvoiceParser Pro

Audit-grade invoice extraction

For Accounting Firms

Client invoice review your firm can run with confidence.

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.

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Multi-client workspacesApproval workflowsQuickBooks, Xero, Zoho sync

Firm command center

Every client, exception, and push-ready invoice in one controlled view

19 auto-approved
InvoiceParser Pro firm dashboard with 20 invoices processed, a 95% auto-approval rate, an exception feed showing a math error on Foundry Metalworks, client health across 4 workspaces, vendor intelligence learning in progress, and $57,164 in recent invoice value

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

Full audit

Trail on every action

1-click

Sync to QB, Xero, Zoho

Firm-grade features

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 goes into a structured review queue. 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.

The firm workflow

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
InvoiceParser Pro client workspaces panel listing Bluewater Dental Group, Oakdale Family Farms, Harvey & Red, and Rapid Solutions — each with a unique upload inbox address and isolated invoice counts

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
InvoiceParser Pro automation rule builder with a populated example: vendor name equals Southshore Logistics AND amount less than $1,000 → auto-approve

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.

How it works

Set up once. Run every client through the same workflow.

Step 01

Set up client workspaces

Create a workspace for each client. Invite your team with the roles they need.

Step 02

Invoices flow in

Upload directly, share a portal link, or let clients email their invoices in.

Step 03

Review and approve

Your team reviews flagged invoices. One click to approve and sync to the GL.

Firm pricing

Plans built for accounting firms

14-day free trial — full firm workspace with multi-client support included. No credit card required.

Firm
$229/mo
Multi-client workspaces · Team collaboration
Firm Pro
$499/mo
Larger firms · API access
Start free trial View all plans
Security

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 details

TLS 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.

FAQ

Everything you need to know

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Invoice 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.

Start free trial View plans

Firm $229/mo · Firm Pro $499/mo · 14-day free trial · No credit card · or drew@invoiceparserpro.com