Services
Four service lines, one accountable partner
Accounting & finance operations, AI automation, data entry, and process advisory — delivered as one connected back office.
01 / Services
How Apex Helps Organizations
Accounting & Finance Outsourcing
Full-cycle bookkeeping, accounts payable & receivable, bank & ledger reconciliation, month-end close, and management reporting. Reliable finance operations — excluding taxation.
Learn moreAI Automation in Finance
Intelligent process automation for invoice capture, data extraction, reconciliations, and reporting workflows. We pair AI and RPA with human review to cut cycle times and eliminate manual error.
Learn moreData Entry Services
Accurate, high-volume data entry, data processing, document digitization, and database management. Scalable teams and QA controls that keep your records clean and audit-ready.
Learn moreProcess Advisory
Business process advisory that maps, standardizes, and optimizes your finance and operations workflows — identifying automation opportunities and building controls that scale with you.
Learn more02 / Capabilities
Covering the Full Spectrum of Back-Office Operations
- Bookkeeping
- Accounts Payable
- Accounts Receivable
- Bank Reconciliation
- Month-End Close
- Management Reporting
- Invoice Capture
- Data Extraction (OCR)
- RPA Workflows
- High-Volume Data Entry
- Document Digitization
- Database Management
03 / Solutions
Additional Technology-Enabled Services
Document Digitization
Turn paper and PDF archives into clean, searchable, structured digital records.
Financial Reporting & Dashboards
Management reporting packs and dashboards that give leadership a live view of the numbers.
Invoice Processing Automation
AI-assisted capture, coding, and approval routing with human review on exceptions.
Data Cleansing & Migration
De-duplicate, standardize, and migrate records between systems without losing history.
Workflow & Controls Design
Documented processes, segregation of duties, and QA checkpoints that scale with your team.
Tools & platforms we work in
QuickBooks
Xero
NetSuite
Sage
Zoho Books
Excel & Google Sheets
Power BI
Get expert back-office support
Let’s map the workflows we can take off your plate — and the automation that makes them faster.
Get a free process assessment