Problem
Where finance workflows break down
Accounting offices often manage invoices for many companies through shared inboxes, spreadsheets, and disconnected ERP logins. This makes ownership unclear and increases the risk of mixing client data.
Accounting firm automation
Multi-connector client accounts for multi-client accounting operations
IxaPro positions accounting firms as a core operating model, not an afterthought. Each client can keep the connector that matches its ERP or accounting system while every client keeps separate invoices, review queues, and ERP connections.
multi-connector client accounts
Create or select a client workspace
Process more client invoices without mixing data
Solution
How IxaPro creates operating control
IxaPro gives the firm a multi-client platform where each client has a separate workspace, invoice queue, connector configuration, approval context, and audit history.
Capabilities
Finance controls with practical review context
Multiple clients per accounting firm
Connect multiple clients per accounting firm to the review evidence, approval status, and accounting action finance teams need before moving forward.
Separate invoice upload and management per client
Connect separate invoice upload and management per client to the review evidence, approval status, and accounting action finance teams need before moving forward.
Client-specific ERP and accounting connections
Connect client-specific erp and accounting connections to the review evidence, approval status, and accounting action finance teams need before moving forward.
Multiple connectors per client
Connect multiple connectors per client to the review evidence, approval status, and accounting action finance teams need before moving forward.
Isolated client data and audit history
Connect isolated client data and audit history to the review evidence, approval status, and accounting action finance teams need before moving forward.
Role visibility for firm staff
Connect role visibility for firm staff to the review evidence, approval status, and accounting action finance teams need before moving forward.
Workflow
From intake to reviewed execution
IxaPro keeps the workflow visible so finance and operations users can see what was captured, what needs review, and what is ready for approval or ERP execution.
Create or select a client workspace
Connect that client's ERP or accounting systems
Upload or receive invoices for that client
Review extraction and exceptions inside the client account
Approve and sync within the isolated client context
ERP sync
How approved data reaches accounting systems
Each client can keep separate ERP or accounting system connections, including multiple connectors per client when a client uses more than one finance system. The firm can upload invoices per client and keep isolated client data from review through sync.
Business benefits
Process more client invoices without mixing data
Give each client a separate audit trail
Standardize firm workflows
Support multiple connectors per client
Improve review accountability
Relevant teams
Accounting firms
Audit offices
Bookkeeping teams
Outsourced CFO services
Multi-client accounting platforms
Frequently asked questions
Can one firm manage multiple clients?
Yes. IxaPro supports a firm model where each client has separate invoices, context, and ERP connection settings.
Can every client use multiple connectors?
Yes. A firm can manage multiple connectors per client when a client uses more than one ERP or accounting system, with every connector tied to the correct client workspace.
How is client data separated?
Client work is handled in isolated contexts so invoice uploads, review history, and connector settings do not blend between clients.
Does this support audit work?
Yes. Review status, exception handling, approval history, and client-level separation create a clearer audit trail.
Who is this best for?
It is best for accounting firms, audit offices, outsourced finance teams, and practices managing recurring invoice work for many clients.