Run AP for every client from one platform.
Built for accounting firms, fractional CFO practices, and outsourced finance teams that manage AP on behalf of multiple companies. One workspace. Every client. Per-client policy, per-client audit trail, and portfolio-wide visibility for your operators.
One platform. Every client. No spreadsheet of logins.
Most firms that run AP for multiple clients keep one accounting system login per client and a separate set of habits for each. The exception research happens in email and in spreadsheets, not in the system, because no system covers the work. The Agency Model collapses that into one place.
- One accounting system login per client, juggled across tabs
- Different habits and shortcuts for every client
- Exception research happens in email and spreadsheets
- No system covers the cross-system investigation
- Onboarding the next client means rebuilding from scratch
- One login. Operators switch between clients in the same interface
- Per-client AP policy, approval matrix, and vendor master
- Per-client GL accounts and audit trail. No cross-tenant bleed
- Your operators see the portfolio; each client sees their own company
- Onboarding the next client clones a similar policy, then adjusts
The math of running AP changes.
If your specialists currently spend most of their day on invoice research and vendor follow-up, the headcount you need to take on the next client is mostly a function of that work. The Agency Model removes the work, not the specialist. Your team takes on more clients with the same people, and your margin per client improves because the labor cost per invoice falls.
More clients per specialist.
The exception research, the vendor loop, and the documentation are handled by the platform. Your operator oversees outcomes across the portfolio instead of investigating each one.
Faster client onboarding.
Per-client policy is configured once. Approval workflows, tolerance bands, and exception rules can be cloned from a similar client and adjusted, not rebuilt.
Margin expansion on the AP service line.
Lower labor cost per invoice processed means the AP service can be priced competitively without compressing margin.
Clean per-client compliance posture.
The audit trail is per client, the policy enforcement is per client, and the reports your client's CFO or external auditor wants are already there.
Built for operators who run multiple companies.
Multi-tenant by default, not by workaround
Listra was built around a company-based data model. Each client company is a tenant. Data is isolated at the API, database, and query levels. Your operators work in the administrative view and switch between client companies; client-side users only see their own company. Nothing leaks across tenants.
Per-client policy without rebuilding from scratch
Each client has its own AP policy: approval thresholds, exception tolerances, GL coding rules, vendor allowances, escalation paths. When you onboard a new client with a similar profile, you clone the policy and adjust rather than starting from a blank page. New approval rules can be authored in natural language.
Portfolio-wide visibility for your firm
Your operators get a cross-client view: workload, exception aging by client, approval bottlenecks, and resolution time. Prioritization moves from "who emailed me most recently" to "which client has the closest deadline and the largest unresolved exception load."
Role separation between your firm and your clients
Pre-built roles cover the standard pattern: firm operator, AP specialist, AP manager, controller, CFO, employee. Your firm's operators can be granted access to multiple client companies. Your client's CFO or controller sees only their own company. Same platform, both audiences.
Audit trail that holds up under examination
Every action Listra takes is logged with the data source, the policy rule applied, the resolution, and the approver. Immutable, per client, exportable. Your client's external auditor can review the AP audit trail for a specific period without reconstructing anything from email.
Co-branded delivery available
Firms that want to present AP as their own service can deliver it under a co-branded approach. The client-facing platform and materials feature your firm's branding with a "powered by Listra" designation. You stay the relationship; Listra stays under the hood.
From signed engagement letter to live AP.
Onboarding follows the same path as a direct customer, but the firm runs it. Standard supported connectors (NetSuite, QuickBooks Online) are live within roughly one week.
Connect
Link the client's accounting system. NetSuite, QuickBooks Online, and others.
Import
Bring in the vendor master and chart of accounts as-is.
Configure policy
Clone from a similar client, or build from a starter template. Adjust the thresholds.
Set workflows
Map the approval matrix to the client's actual roles and tolerances.
Run parallel
Process a real period alongside the existing workflow. Then cut over.
Built for firms, not just end customers.
Pricing for accounting firms and fractional CFO practices is structured around your portfolio rather than per-client floors that stack up. We work through the structure on a call: how many clients are in scope, what your typical client volume looks like, whether you want co-branded delivery, and what your service model looks like.
- Clients in scope
- Typical client volume
- Co-branded delivery
- Your service model
Firms that run AP as a service line.
Outsourced accounting
& bookkeeping firms
Fractional CFO practices
BPOs & finance shared service providers
Vertical service providers
Multi-entity holding structures
The fit test
The Agency Model fits firms where AP is part of what you deliver to clients (not just a referral motion), you manage AP for at least a handful of companies today and want to manage more without scaling headcount at the same rate, you have or are building a standardized AP service model across clients, and you want to keep the client relationship while replacing the labor cost of invoice research.
Let's talk about your portfolio.
A 45-minute working session with your operations lead and a Listra solutions architect. We walk through one of your real clients, configure the policy live, and show what the operator view looks like across two or three clients.