Trusted by businesses delivering better customer experiences.

Businesses across multiple industries rely on The Portal Genie for secure document access, smoother communication and professional self-service portals — working alongside the accounting software they already use. Read verified customer experiences from businesses using The Portal Genie.

Xero Connected App
  • QuickBooks
  • Sage Business Cloud

5.0

Average Rating

100%

Five-Star Reviews

Verified

On the Xero App Store

Featured customer stories

Verified reviews from businesses using Portal Genie to deliver a more connected customer experience.

See all features

Kinesh Chinasamy

Helpful

Great App, The Team are helpful and always willing to go the extra mile especially having this as a new app within our firm! Looking forward to a brighter future!

Verified on Xero App Store

Justin Myles Fuchs

A Great Addition to the Xero Ecosystem

I have really enjoyed working with The Portal Genie. What stands out most is the simplicity of the platform and how easy it is for clients to use.

Verified on Xero App Store

Charmain Olckers

Seamless Integration & Great Support

The integration works really well and has helped streamline processes between systems. The team has been proactive, knowledgeable, and supportive from start to finish.

Verified on Xero App Store

Charnel de Villiers

Great client facing application

We are thoroughly enjoying using The Portal Genie and in particular being able to share documents directly within the application. We also like how secure the login is. Great client facing application!

Verified on Xero App Store

Enrico Prins

Excellent experience using Portal Genie

We've had an excellent experience using Portal Genie integrated with Xero at E Prins & Associates - Accountants. The platform gives our clients seamless access to their statements, invoices, and credit notes at any time, which has significantly improved efficiency, communication, and overall client service.

Portal Genie is user-friendly, easy to customise, and has added real value to our day-to-day operations. Their support team has been professional, responsive, and extremely helpful throughout the entire process.

Verified on Xero App Store

Kamogelo Alamu

Geoff's assistance was the quickest I have ever received in my entire working career. I learned to use the Portal Genie seamlessly with his assistance.

Verified on Xero App Store

Anina Rowland

We had a super awesome experience with the assistance, the app and the connecting of the app. The explanations and the details was provided with so much patience!

Well done! And the after sale support is still great!

Verified on Xero App Store

Yvonne Lubbe

We've had a great experience with Portal Genie integrated with Xero. It gives our clients easy access to pull their own statements, invoices, and credit notes, which has really improved convenience and communication. The platform is easy to customise, and their friendly and helpful team continue to provide great support throughout the process. Recommended for businesses that value customer centricity.

Verified on Xero App Store

What customers consistently say

Themes that appear again and again across verified Xero App Store reviews.

Exceptional Support

Customers repeatedly praise the responsiveness, knowledge and friendliness of the Portal Genie team.

Easy to Use

Businesses consistently describe the platform as intuitive and simple for both staff and customers.

Works alongside your accounting software

Portal Genie complements your existing accounting workflows without disrupting how your team works.

Improves Customer Experience

Businesses report more professional communication, easier document access and better customer interactions.

Verified on the Xero App Store

Every review displayed on this page comes from a verified customer through the Xero App Store. These are authentic experiences from businesses using Portal Genie alongside Xero — not marketing copy.

Xero Connected App

Industries we serve

Built for every industry.
Designed for your customers.

The Portal Genie helps businesses across a wide range of industries deliver seamless customer experiences and streamline operations.

  • Accounting

  • Construction

  • E-commerce

  • Education

  • Education Management

  • Equestrian Sports

  • Fine Art

  • Food & Beverage

See how Portal Genie can work for your business

Book a demo to explore the platform, or start free and see how Portal Genie works alongside Xero, QuickBooks and Sage Business Cloud to give your customers a more connected experience.