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Why connect my accounting software to The Portal Genie?

Connecting The Portal Genie

The Portal Genie allows your Invoices, Statements, Quotes, and Credit Notes to be instantly accessible to your clients through their secure client portals.

  1. Real-Time Integration
    The Portal Genie connects directly to your accounting software through four dedicated folders that stay synchronized in real time. Once connected, all updates in your accounting system are automatically reflected in The Portal Genie.

  2. Secure Client Access
    To ensure your clients can access their portals securely, The Portal Genie uses a One-Time Password (OTP) verification process. This process relies on the client details stored in your accounting software to confirm the identity of the person accessing the portal.

  3. Automated Client Notifications
    The Portal Genie uses the email address and phone number stored in your accounting software to send notifications to clients. These notifications can be triggered automatically when new documents are added or according to your chosen schedule for recurring notifications.