For accounting & bookkeeping firms

Add clients. Capture every document on one plan.

Accounting and bookkeeping firms use Parsedit to keep every client's documents in one place, then send reviewed rows to QuickBooks Online, Xero, or Google Sheets. Invite staff across selected or all clients. Invoices, receipts, and statements, plus contracts, POs, tax forms, and IDs. Client document capture without per-client pricing, and not limited to accounting files.

Start free See pricing

Teams on Starter and above
One person, one seat
Any document type

Calculator, invoices, and coffee on a sunlit accountant desk

Hands reviewing and signing client papers at a wooden desk

Client workspaces

Add a client. Each one is its own workspace.

Harbor LLC, Aceware, and Northwind each get parsers, uploads, members, and destinations. Nothing is mixed across clients. Credits stay on your plan, not a new subscription per client.

How team workspaces work

Accounting colleagues collaborating around a laptop in a bright office

Firm staff

Invite staff once. Grant all clients, or a subset.

Bookkeepers join from your personal Settings → Staff. They switch clients without being added to every Members list. v1 staff can view and edit parsers; they are never owners and never manage billing. The same person on many clients still counts as one seat.

See the business side

Client-side professional reviewing documents on a laptop

Client-side users

Members stay on the client. Staff is firm-wide.

The client's AP clerk or bookkeeper is invited on Harbor LLC → Settings → Members. Roles are Owner, Editor, Viewer, Restricted, and Viewer (restricted). Do not mix firm staff into a client's Members tab.

Quiet glass-walled office with warm daylight over empty desks

Per-client destinations

Connect what that client uses. Harbor on Xero. Aceware on QuickBooks.

Integrations belong to the client workspace. Owners manage connections. Editors send through them without seeing credentials. Review every row before send. Accounting destinations today: QuickBooks Online and Xero, plus Google Sheets, Airtable, webhooks, and CSV.

See integrations

Multi-tenant model

Clients, members, and staff in one picture

Each client is a team workspace. Members live on one account. Firm staff can cover selected or all clients. Integrations stay per client.

Firm owner

Pages and seats live on the firm owner's plan.

Seats = distinct people

Harbor LLC

Members belong to this client only

Xero

Aceware

Members belong to this client only

QuickBooks

Northwind

Members belong to this client only

Sheets

Firm staff

Grant all current and future clients, or a subset. Staff switch clients without appearing on each Members list.

How a firm sets this up

Labels match the product. Start from your personal account, then work inside each client workspace.

01
Add team/client
Create a workspace for the client. Parsers and uploads live there.
02
Connect that client's destination
QuickBooks Online, Xero, Google Sheets, Airtable, webhook, or CSV. Owners connect; editors send.
03
Create parsers and upload
Start from an invoice, statement, contract, or any other template. Review before send.
04
Invite client users on Members
Optional. Settings → Members on that workspace. Owner, Editor, Viewer, or Restricted.
05
Invite colleagues via Staff
Personal Settings → Staff. Grant all current and future clients, or pick a subset.
06
Review and send
Approve fields, then deliver to that client's books or sheet.

Questions firms ask

Also see the product FAQ, pricing, and team collaboration docs.

How do I add a client?

Use Add team/client to create a workspace for that client. Each client has its own parsers, uploads, members, and destinations. Pages and credits stay on your personal subscription.

What is the difference between staff and members?

Members belong to one client and are invited from that workspace Settings → Members. Firm staff are invited from your personal Settings → Staff and can be granted all current and future clients or a subset. Staff do not appear on each client Members list.

How do seats work across many clients?

Seats count distinct people on the firm owner plan. The same bookkeeper on ten clients still uses one seat. Starter includes 2 seats, Growth 5, Pro 50, and Business 100. Free does not include teams.

The client already has a Parsedit team. What should we do?

Do not duplicate their workspace. Ask them to invite you as a member (Editor if you should send data, Owner only if you should manage integrations). Your firm staff grants apply to clients you add, not to a workspace the client already owns.

Why is this cheaper than per-client capture tools?

You do not buy a subscription per client. Client workspaces share the pages and seats on the owner plan. Connect QuickBooks Online or Xero per client, plus Sheets, Airtable, webhooks, or CSV.

Start with one client

Add a client this afternoon

Free to try. Teams on Starter and above. Pages stay pooled on your plan.

Start free See pricing

Add clients. Capture every document on one plan.

Add a client. Each one is its own workspace.

Invite staff once. Grant all clients, or a subset.

Members stay on the client. Staff is firm-wide.

Connect what that client uses. Harbor on Xero. Aceware on QuickBooks.

Add team/client

Connect that client's destination

Create parsers and upload

Invite client users on Members

Invite colleagues via Staff

Review and send

Add a client this afternoon