A private portal for every business customer: their balance, invoices and delivery notes as PDFs, purchases by month and an up-to-date price list with photos — straight from the file you already export. Every customer sees only their own account.
The customer asks, their accountant asks, the rep passes it on — and someone in accounts digs it out and sends it, one at a time. Meanwhile open invoices sit unpaid “because I didn't know”, and a six-month-old price list is still going around.
150 customers × 2 requests a month × 4 minutes = 20 hours a month
Plug in your own numbers. And that's before the time it takes for an open invoice to get paid.
No integration, no IT project.
Invoices, delivery notes and balances from your business software, exported to a spreadsheet or a Google Sheet. Keep the PDFs and product photos in a Google Drive folder.
A “My account” card, invoices, delivery notes, a purchases chart — and one price list everyone sees.
They type their email, get a one-time code, and see only their own account.
Amount, due date and “Overdue” — no more “I didn't know”.
The customer, and their accountant, download them on their own — every month, without asking.
The signed scan is there for the customer — the end of “we never got it”.
Change a price in the file and every customer sees the same price, with search.
Customers see what they bought and when — and your rep walks into the meeting prepared.
No integration, no double entry. Your business software stays the source of truth.
Your logo, colors and name — a B2B portal that looks like a big company's.
Rows are filtered by email, and no file opens for anyone whose row it isn't.
Less than one invoice paid on time. 7-day free trial, cancel anytime.
Set up your customer portal All plansConnect your customer file and see what their portal will look like. Seven days, no charge.
Set up your customer portal