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Customer document portalSecure upload portalSmall business portalOnboarding portalDocument collectionOnline customer formsAI document checker
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Customer invoice portal

Give customers
one invoice login

Your accounting software keeps the records. prtaldgives your customers a simple branded portal for outstanding invoices, statement-style history, past payments, files and requests in one place. Simple enough for a builder, useful enough for an accountant.

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The common invoice gap

Good accounts software.
No simple customer login.

  • Customers cannot simply log in to your accounting system and help themselves.
  • Your team ends up resending invoices again and again.
  • Statements, payment questions and old invoices keep coming back by email.
  • Customers have to ask you for things they should be able to find themselves.
What PORTALD fixes

Customers can answer the money questions themselves

Connect your accounting software once, match each customer to the right contact, and PORTALD gives them a clean view of their invoices. They get a portal that feels like your business, with plain customer wording instead of finance-system clutter.

Outstanding invoices

Customers log in and see what still needs paying without asking your team to resend the same PDF.

Statements and history

Past invoices, paid invoices and account history sit in one branded place instead of buried email threads.

One login for the rest

The same portal can hold forms, uploads, signed documents and updates, so customers have one place to go.

Simple for your customer

No accounting training. No finance-system clutter.

Your customer just logs in, sees what is outstanding, checks what has been paid, and finds the documents they need. Your team keeps using the accounting tools it already trusts. PORTALD gives the customer the simple login.

The result

Fewer invoice emails.
A clearer customer journey.

The business still controls the accounting connection. The customer gets a simple PORTALD login. Everyone stops digging through old attachments.

Ready when you are

Turn invoice chasing into a customer portal

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Branded client portals for UK small businesses. One place for customers to log in, complete forms, upload documents and follow job progress.

Built in the UK · Accounting integrations

PORTALD is a trading name of IT BOFFINS LTD, company number 12408554.

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How it works
Features
Customer document portalSecure upload portalSmall business portalOnboarding portalDocument collectionOnline customer formsAI document checker
About
Pricing

Company

Business loginStart 14-day trialContactPrivacyTerms

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