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

Give Xero
customers a login

Xero keeps your accounts tidy. prtaldgives your customers the simple branded portal Xero does not: 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 Xero gap

Great accounts software.
No simple customer login.

  • Customers cannot simply log in to your Xero 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 Xero once, match each customer to the right Xero 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 accounts-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 Xero training. No accounts speak.

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

The result

Fewer invoice emails.
A clearer customer journey.

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

Ready when you are

Turn Xero 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 · Xero integrated

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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 trialPrivacyTerms

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