Connected customer experience
Give customers one secure place to access documents, communicate with your team, make payments and complete everyday tasks.
Works with the accounting software you already use
The Customer Experience Layer for businesses.
Transform how your customers interact with your business without changing the way your team works in your accounting software.
Deliver a modern self-service experience with secure documents, communication, payments and automation - all in one place.
- Connects with Xero, QuickBooks and Sage Business Cloud
- Works alongside your existing accounting software
- No disruption to existing workflows
- Built for modern businesses
- Works with Xero, QuickBooks and Sage
- No disruption to existing workflows
- Secure cloud platform
Extend the value of your accounting software for your customers.
Today's customers expect fast, secure and convenient digital experiences. The Portal Genie works alongside your accounting software to provide a modern customer experience layer that brings together communication, documents, payments and self-service.
More time for meaningful work
Reduce repetitive administration with self-service tools and automation, allowing your team to focus on delivering value.
Works alongside your accounting software
The Portal Genie extends the customer experience while allowing your team to continue working with the accounting software and workflows they already know.
One platform for the complete customer experience.
The Portal Genie brings together the capabilities businesses need to serve customers. Secure access to documents, communication, payments and self-service.
Secure Customer Portal
Give every customer a branded, secure destination to access their account and stay connected with your business.
Document Management
Share and collect documents in one place, so customers always know where to find what they need.
Secure Messaging
Keep customer conversations organised and secure, without relying on scattered email threads.
Online Payments
Make it simple for customers to view and pay invoices, supporting smoother payment completion.
Client Communication & Updates
Keep clients informed with document notes, email campaigns, reminders and updates, all connected to their portal experience.
Customer Self-Service
Provide customers with on-demand access to invoices, documents, and account services. Eliminate resend requests, and improve the customer experience with self-service.
Give every customer a secure, branded destination.
Today's customers expect more than emailed invoices and disconnected conversations. The Portal Genie provides every customer with one secure, branded destination where they can view invoices, access documents, communicate with your business, make payments and manage their relationship.
Give customers one simple place to return to — using your unique portal link, shared directly or connected to a Client Login button on your website.
- Secure Client Portal
- Online Payments
- Document Access
- Secure Messaging
- Self-Service Experience
Beyond the Transaction
Every invoice, document, payment and conversation is an opportunity to strengthen your customer relationship. The Portal Genie brings these interactions together into one connected experience, helping businesses deliver faster service, clearer communication and a more professional customer journey.
Invoices, Statements, Quotes & Credit Notes
Provide access to invoices, statements, quotes and credit notes through a secure customer portal.
Payments
Allow customers to pay multiple invoices at once using integrated online payments.
Documents
Share files securely instead of relying on email attachments.
Communication
Use client notes to keep conversations connected to the customer record.
Capabilities
Everything you need to deliver an exceptional customer experience.
The Portal Genie extends your business with customer-facing tools that improve communication, simplify administration and create a professional digital experience for every customer.
Customer Portal
Provide every customer with one secure destination for invoices, documents, payments and communication.
- Secure customer login
- Mobile-friendly portal
- Account statements
- Quotes & credit notes
Document Management
Share, organise and manage business documents without relying on email attachments.
- Secure uploads
- Custom folders
- Visibility controls
- Bulk document uploads
Online Payments
Help customers pay invoices faster using integrated online payment capabilities.
- Pay invoices online
- Outstanding balances
- Payment history
- Invoice actions
Branding & Customisation
Create a customer experience that reflects your own brand rather than generic accounting software.
- White labelling
- Custom domains
- Logos & colours
- Promotional billboards
Communication
Keep customers informed with secure communication and automated notifications.
- Secure messaging
- Welcome messages
- Email notifications
- Scheduled emails
Administration & Automation
Reduce manual administration through automation and better customer management.
- Reporting dashboard
- User management
- Workflow reminders
- Client profiles