View & pay Xero invoices
Outstanding, paid and full history — straight from Xero, in plain customer language.
Branded customer portalsConnected to XeroCustomer portals.
Customer portals.
Your brand.
Easy to use.
Give every customer one branded login for invoices, forms, signatures, updates and files.Create a professional customer portal where customers can view their Xero data easily, complete forms, see updates, photos and more, all in one place.
No payment today. Build the portal first, then decide after 14 days.
portal.democompany.com
Dashboard
Hello, Joe
Signed in as joe@bloggs.com
2 things to do
Here's what Demo Ltd needs from you.
Finish New customer onboarding3 items — Proof of ID, Proof of address and 1 more.
Pay your outstanding invoice£375.00 due across 1 invoice.
Get your portal online in less than 60 seconds
Built for UK service businessesPlumbersElectriciansBuildersAccountantsBookkeepersSolicitorsDesignersConsultants
Live Xero invoices
Customers see exactly what they owe and pay it, without asking you to resend a thing.
Your brand, your domain
portal.yourwebsite.com, your logo and your colours, not ours.
Built by operators
From the team behind ShipMyCar, a UK business scaled on the same automation thinking.
The admin tax
The work is only half the job
The rest is forms, files, signatures, payments and status updates, scattered across email, text and WhatsApp, and landing straight back on your desk.
puts all of it in one branded login.
Forms you send as PDFs come back as blurry photos — or never come back.
You resend the same invoice, statement and receipt every single month.
Nobody can find the signed version everyone actually agreed to.
Every “any update?” message interrupts the real work.
Live in an afternoon
Your portal, running in three steps
- 01
Brand it and connect Xero
Add your logo, colours and web address, then connect Xero in a couple of clicks.
- 02
Add your customers
Invite each customer to their own secure login. They only ever see their own details.
- 03
They log in and self-serve
Invoices, forms, signatures, uploads and photos in one place, so you stop chasing.
Your dashboard, the moment you log in
democompany.portald.co.uk
Open portal
Business dashboard
Today
Customer movement, portal health and the next jobs that matter.
Add customerNew checklistManage contracts
Customers
24
18 invited to the portal.
To review
3
Customer uploads waiting for review.
Updates
6
Recent notes, files and requests.
Storage
12%
0.6 GB of 5 GB used.
Customer activity
View allWhat's been happening
- Signed engagement letterJoe BloggsToday
- Completed New customer formPriya ShahYesterday
- Uploaded Proof of IDTom Fielding2 days ago
Inside the portal
Everything your customers need, in one login
No extra tools, no scattered attachments, no repeated chasing. Each part removes a job from your week and gives customers a clearer way to deal with you.
portal.democompany.com/checklists
DashboardChecklistsNew customer onboarding
Checklist
New customer onboarding
Upload or post the items below to complete your checklist.
2 of 2 items completeProof of ID
Passport or driving licence.
UploadReceived
View file
Bank statements
Last 3 months, in the customer name.
UploadUploaded
View file
AI Checker
Correctly uploaded last 3 months bank statements in name of Joe Bloggs.
Checklists
Send one checklist, collect everything
Build a checklist once and the portal collects every form, file and signature you need from a customer. You see who has finished and what is still outstanding, without digging through email.
Agreements
Sign in the portal, not the inbox
Customers sign engagement letters and contracts right in their branded portal. You keep the signed PDF and a clear audit trail, with no forwarded attachments and no guessing which version was approved.
portal.democompany.com
DashboardChecklistsNew customer form
In progress
New customer form
Confirm your details and sign to finish setting up your account.
Full name
Joe Bloggs
Signature
Draw with your finger, mouse, or trackpad.
Sign inside the box. You can clear it before submitting.
Save draftSubmit form
Statements & receipts
The numbers customers keep asking for, available 24/7 without another email.
Forms & onboarding
Clean online forms instead of PDF attachments. Required questions stay required.
Signed agreements
E-signature in the portal with a clear audit trail and a signed PDF on file.
Document uploads
IDs, proof of address and supporting files land in the right customer record.
Job photos & progress
Show where a job stands so customers stop ringing the office for an update.
Xero customer portal
Xero keeps your books. PORTALD gives your customers the login
Connect Xero once and every invoice, statement and payment stays available in a portal customers can open themselves. Repeat invoice chasing turns into one branded login.
- Outstanding and paid invoices, always up to date
- Statement-style account history in one place
- Customers self-serve instead of emailing your team
Who it's for
Built for trades with customers and firms with clients
Different industries, same headache: forms, files, signatures, invoices and updates all over the place.
Trades
Plumbers, electricians, builders
One login for quotes, photos, certificates and invoices. Customers follow the job without calling, and everything stays filed once the work is done.
View plumbers exampleFreelancersDesigners, consultants, photographers
Give every client one branded place for getting started, approvals, files and invoices. It feels tighter, more professional and far easier to run.
View designers exampleAccountants & bookkeepersYear-end, VAT and payroll without the email chain
Clients log in, upload records, sign the engagement letter and view live Xero invoices in one place. Month-end stops living in your inbox.
View accountants exampleSolicitorsPrivate client and conveyancing
ID, proof of address, signed client-care letters and matter documents in one private portal, with a clear trail of what was sent, received and accepted.
View solicitors exampleWhy we built it
Not a software idea looking for a problem
comes from running a real, customer-heavy service business. It is the system we wished every growing firm had: one login for customers, one clear view for the team, and far less repeated admin.
Read the founder storyPricing
Simple pricing
Start with a 14-day free trial and no payment today. Build your portal first, grow when you need more, and keep every client in one place from day one. All prices exclude VAT.
Solo
£25
+ VAT / month
For sole traders giving a handful of clients a proper portal for the first time.
- 14-day free trial
- Up to 100 clients
- Branded portal on yourcompany.portald.co.uk domain
- Forms, signed contracts, uploads
- AI document checking
- Xero invoices & statements
- 500 MB of client storage
Practice
£75
+ VAT / month
For growing firms that need forms, files, agreements and Xero across a full client book.
- 14-day free trial
- Up to 1000 client logins
- Branded portal on portal.yourwebsite.com
- Team access for admins and members
- 5 GB of client storage
- Priority support
Enterprise
Contact us
Tailored to your setup
For firms running multiple brands, trading names or service lines that each need their own branded portal.
- 14-day free trial
- Unlimited client logins
- Multiple branded portals
- Custom integrations
- Dedicated account support
- Bespoke storage & terms
See your version
See your portal in ten minutes
Show us what your clients ask for today and we'll show how the portal handles it, live, in your brand, and connected to Xero.
Start 14-day free trial- A ten-minute walkthrough on your type of work
- Your branding applied live
- Xero connected to your own invoice flow
- No slides, no generic sales deck
Request a walkthrough
Tell us what your clients ask for today