01Capability
Instant Portal
Client receives an invitation and accesses a branded self-service portal instantly. No setup delay. No IT involvement.
Client Portal
Self-Service. Instant
Send an invite and your client gets a fully-branded self-service portal within minutes, where they configure payment methods, invoice preferences, and document access on their own. Zero support tickets, operational in 1 hour.
By the numbers
Client Portal by the numbers.
1 hour
To deploy
Zero
Support tickets
Self-service
Client experience
100%
Document access
The use case
From signed contract to active client. In hours.
New client signed. Now ops has to: pull contract, gather KYC docs, create master data in 3 systems, set payment terms, configure first invoice. Each step takes a week.
Pre-built workflow template: contract signed → KYC/KYB verification → master data creation across systems → invoice setup → first invoice issuance. Customize with your industry rules, payment terms, regulatory requirements.
For who
Sales Operations
“Deals signed Friday. Client active 3 weeks later.”
AR Operations
“Master data inconsistent. First invoice always wrong.”
Compliance
“KYC scattered across email, drive, sticky notes.”
Customer Success
“Client expecting service. We're still onboarding.”
Capabilities
What Client Portal actually does.
02Capability
Payment Configuration
Clients set up their preferred payment methods, billing addresses, and payment terms directly in the portal.
03Capability
Invoice Preferences
Clients configure invoice format, delivery method, PO requirements, and approval contacts. Preferences apply automatically.
04Capability
Document Access
Clients access invoices, statements, credits, and contracts in real-time. Download, search, and export on demand.
Continue exploring
More on Templates.
3-Way Match Workflow→
Invoice arrives → AI matches against PO + receipt → policy validation → auto-post if clean, exception queue if not.
Account Reconciliation Automation→
Bank statements → AI matches to GL transactions → exception queue for unmatched → escalation rules → close.
AR Collections Automation→
Aging trigger → customer segmentation → multi-channel cadence (email/SMS/call) → escalation paths → dispute → legal handoff.
ISO 27001:2022 · GDPR · EU-hosted · Full audit trails · Trust Center →
See Client Portal on your stack.
Start free. See your first workflow run before the next quarter close.
ISO 27001
GDPR
CyberVadis
PA Certified
Peppol