For accountants & auditors

You see the spreadsheet chaos at every year-end. Now you can fix it.

Every year, the same scene: client books assembled from inboxes, workbooks and exports; investor ledgers reconstructed; compliance evidence hunted down. APEX replaces the reconstruction with a live, auditable system — and gives you the report you need to sign off with confidence.

What you gain

A client book you can actually audit — without the archaeology.

Audit-ready by default

A 7-year immutable audit trail, maker-checker approvals and field-level POPIA logging mean your evidence exists before you ask for it.

NCA compliance report

A structured report covering credit provider obligations — generated for annual submission, ready for the NCR or your file.

Statements in one click

Client, investor and deal statements generated from live data. No more reconstructing from exports.

Cleaner year-ends

Fee & interest invoices, aging schedules and reconciliations run in the platform — your fieldwork starts ahead of schedule.

The referral programme

Refer your clients. We do the rest.

If a client runs a syndicated capital book on spreadsheets, they have a compliance and control problem you can see. Refer them to APEX, and you get a co-branded readiness report, a named implementation contact and priority migration. Your clients get a system you can actually audit.

✓Co-branded POPIA/NCA readiness report for your client
✓Priority data migration and implementation
✓Named support contact for the audit season
✓Referral tracking so you know what closed

The evidence trail your file needs

1
7-year immutable audit trail
user · entity · old value · new value · timestamp
2
POPIA field-level logging
who accessed each client's PII, when, why
3
NCA compliance report
structured, ready for annual submission
4
Maker-checker approvals
no single-person control on sensitive actions

See the compliance controls

Run the 12-point readiness check on a client's book.

A scored report naming the specific compliance gaps — the perfect starting point for the conversation with your client.

Start the readiness check