For partners

Serve more clients without hiring.

Listra runs AP and AR inside your client work. It checks every invoice against each client's contracts and policies, fixes problems, and posts to their books. Your team reviews finished work instead of doing it by hand.

Portfolio · Operator view
Clients
Workload
Exceptions
5 active clients · 1 operator
AS
Acme Steel Co.
412 invoices · 18 exceptions
Policy v3.2
Clear
BH
Bridgepoint Hospitality
285 invoices · 6 exceptions
Policy v1.8
Clear
CR
Carlton Retail Group
1,140 invoices · 47 exceptions
Policy v2.1
Review
DV
Delmar Ventures (HoldCo)
203 invoices · 2 exceptions
Policy v1.0
Idle
EM
Eastside Manufacturing
678 invoices · 12 exceptions
Policy v2.6
Clear
5
Clients · per-tenant data
85
Total exceptions · 47 in Autopilot
1
Login · for the whole portfolio
The problem

Your margin is buried in invoice work.

Every client you take on means more hours of processing invoices, chasing approvals, fixing mismatches, and following up on payments. Your fees are fixed. Your hours are not. The bigger your book gets, the more that work eats your margin and caps your growth.

Why firms run on Listra

More clients, same team, margin intact.

Keep the margin

Your fees to clients don't change. Your cost to deliver drops by more than half. The difference is yours, every month, on every client.

Grow without payroll

Each accountant on your team can carry 3 to 4 times the clients. Stop turning away business because you can't staff it.

Your clients stay yours

One agreement, all your clients under it, every client's books kept separate. We don't sell to your clients. And through you, they get pricing they can't get anywhere else.

You stay in control

Start every client in Copilot, where your team confirms everything before it happens. Move to Autopilot when you're ready. Your rules, enforced on every invoice.

How it works

From a new client to hands-off, on your timeline.

1

Connect a client

We set up each client as its own entity, with its own policies, approval rules, and connection to their QuickBooks Online or NetSuite. Setup is included. Most clients are live in days.

2

Run it in Copilot

Listra reads every invoice, checks it against that client's contracts and policies, catches duplicates and fraud, and prepares everything for your team to confirm. Your people review work instead of doing it.

3

Move to Autopilot when you trust it

Once you've seen how it handles a client's invoices, let Listra run within the rules you set. Routine invoices get processed end to end. Your team only sees what actually needs a human.

The math

What one client looks like.

A typical client with 150 invoices a month:

Doing it by hand On Listra
Staff hours per month 20 to 30 3 to 6
Your cost to deliver $900 to $1,400 $400 to $575

That's $450 to $850 a month back in your pocket, per client. Across a 12-client book, that's $65,000 to $120,000 a year, without changing what you charge anyone.

What you get as a partner

One agreement. Your whole book.

  • One agreement covering all your clients, with one consolidated invoice and usage broken out per client.
  • Pooled pricing across your whole book, plus a partner discount that grows with it.
  • Setup included for every client on QuickBooks Online or NetSuite.
  • A client-facing one-pager that explains the change to your clients for you.
  • A named contact at Listra, not a ticket queue.

Not ready to embed Listra in your practice? Refer a company and earn 20% of their subscription, including renewals.

Learn more →
Questions

What firms ask us first.

Will this replace my staff?

No. It replaces the worst part of their job. Your people stop typing invoices and chasing vendors, and start carrying more clients and doing the advisory work you actually bill for.

What if it makes a mistake on a client's books?

Every client starts in Copilot, where nothing happens without your team's confirmation. Every action is logged with a full audit trail. You decide when, and whether, any client moves to Autopilot.

Is my clients' data safe?

Each client's books are fully isolated from every other company on the platform, including your other clients. Access is controlled by you. Data is encrypted and never shared or sold.

My clients' invoices are messy. Will this work?

Messy is the point. Listra is built for the invoices that don't match, the vendors that bill wrong, and the exceptions other tools just flag and hand back. It works with non-standard invoices out of the box.

Will Listra ever sell directly to my clients?

No. It's in our agreement: we don't market to your clients, and if one contacts us, we send them back to you. Your clients also get better pricing through you than they could get from us directly.

What does it cost?

Pricing pools across all your clients, so your rate is better than any single client could get alone, with a partner discount on top that grows with your book. We'll walk through your numbers on a call.

Get started

See what your book looks like on Listra.

Bring your client count and average invoice volume. We'll show you the math on your own numbers in 20 minutes.

Your own numbers20 minutesNo prep needed
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