One platform for the whole practice
From the general ledger to the client's phone — Apex replaces the patchwork of tools accounting firms juggle across dozens of clients. Here's what your firm gets.
The admin workspace
The admin workspace is where your team does the work — books, bank processing, documents, and client management, all in one place.
General Ledger
Full double-entry GL
A proper general ledger per client entity: chart of accounts, journals, and financial periods. Apex is the accounting engine, not a front-end bolted onto something else.
Master chart of accounts
Maintain a firm-wide default chart and push new accounts to selected clients in one action. Each client's chart can still be tailored individually.
Journals with a full audit trail
Draft, post, unpost and reverse journals, with reusable templates for recurring entries like depreciation and accruals.
Additional features
Financial periods — Monthly periods you can open and lock, so nothing gets posted to a closed month by accident.
Bank Processing
Statement import
Upload bank statements as PDF, CSV or Excel. Apex parses the file and extracts the transactions for you.
Fast allocation
Allocate each line to a GL account, with an account suggestion engine that learns from how you've coded before.
Controlled posting
Statements move through a clear lifecycle and post straight to the ledger. Posted statements can be reversed but never silently deleted.
Reporting
The reports that matter
Income Statement, Balance Sheet, Trial Balance and a detailed Transaction Report, viewable on screen or exported to your preferred format.
Drill-through
Click an account on a report and see every transaction behind the number.
Export to PDF or Excel
Export any report to your preferred format — PDF for the archive, Excel for further analysis in the tools your team already uses.
Client & Practice Management
Client portfolios
One client login can hold an individual plus all their company entities — each with its own ledger, documents and receipts — switched from a single portal.
Tasks
Assign once-off or recurring tasks to clients, with automatic reminders and a clear view of what's outstanding.
Documents
Organise client documents by folder and financial year. Upload drafts privately and publish to the client only when you're ready.
Additional features
Team management — Add staff with Admin or Staff roles, with per-client access scoping so people only see the clients they work on.
Client billing — Optionally bill your own clients through Apex, with versioned rate cards, usage-based calculation and white-labelled invoices.
A branded portal your clients actually use
Every firm on Apex gets a client portal — branded as your firm, not as Apex. It's how your clients send you what you need without the email-and-WhatsApp scramble.
A portal in your firm's name
Your logo, your colours, your firm name across the login screen, the portal and every email and PDF. Clients see your brand, not ours.
Client dashboard
Clients land on a clear summary: outstanding tasks, recently shared documents, and their receipt inbox.
Tasks
Clients see what you've asked for, complete items, and attach files or notes — so requests don't get lost in an inbox.
Additional features
Document centre — Clients view and download the documents you've published, and upload their own supporting paperwork — IRP5s, tax certificates, investment statements — straight to you.
Receipt capture — Clients submit receipts and invoices with a category, so expenses arrive ready to triage instead of as a pile of attachments.
Multiple entities, one login — A client with a personal return and a company switches between them in the same portal.
Coming soon
Apex is actively developed, with a clear roadmap. Here's what's on the way. These are planned features — not yet available — and every card below is marked as such.
AI-assisted bookkeeping
A phased AI layer for the firm-side workspace, designed to take routine work off your team while keeping a person in control of every decision:
- Receipt auto-triage — automatic extraction of vendor, date, amount and VAT from uploaded receipts, with a suggested GL account for your team to approve or correct.
- Smarter bank statement handling — an assisted parse for unusual statement layouts, learning each bank's format so future uploads need no manual setup.
- A firm-side assistant — designed to surface work for review (for example, flagging unusually large transactions) with the bookkeeper always approving before anything is posted.
Built so the firm stays in control: every AI suggestion is reviewed before it takes effect, and the feature can be switched on or off per firm.
Worx Accounting Companion — mobile app
A companion mobile app for your clients. Snap and submit receipts straight from a phone camera, and receive task notifications as push alerts. Android first, with iOS to follow.
VAT201 reporting
SARS-aligned VAT reporting designed to mirror the VAT201 form, so figures can be transcribed into eFiling without manual reclassification. A built-in reconciliation report checks VAT totals back against the general ledger before submission.
Annual Financial Statement drafts
Generation of draft annual financial statements from the ledger — a starting point for the accountant to review and finalise, initially aimed at individual clients.
See it on your own firm's workflow
The best way to understand Apex is to see it set up the way your practice actually works. Book a 30-minute walkthrough — no sales pitch.