Automated Accounting.
Real-Time Insights.
Simplified by AI.
Portali simplifies and automates bookkeeping, reconciliation, and compliance for SMBs and CPAs using powerful AI and ML — so you can focus on growing your business.
🚀 Why Portali?
Say goodbye to...
📊 Endless spreadsheets
📄 Paper-based chaos
⏰ Delayed reporting
⚠️ Missed compliance deadlines
Say hello to...
🤖 AI-Powered Bookkeeping
⚡ Real-Time Reconciliation
💡 Smart Alerts & Insights
🤝 Seamless CPA Collaboration
⚙️ Our Core Features
AI-Powered Bookkeeping
Automate transaction categorization, journal entries, and data extraction from documents.
95%+ accuracy
OCR + AI classification
Predictive Financial Insights
Forecast cash flow, detect anomalies, and stay ahead of risks with built-in AI analytics.
Cash risk scores
Late payment prediction
Smart Reconciliation
Match bank data with bookkeeping records in real time — no more late nights.
Auto-match rate: 85%
Escalations flagged
CPA Solutions Suite
Give your CPA team a powerful platform for audit-ready data, client tracking, and financial oversight.
Overdue tracking
Regulatory dashboards
Benefits You Can Count On
80% Less Manual Work
Slash manual work by up to 80% with our automated solutions
85% More Accurate
Improve reconciliation accuracy by 85% with smart algorithms
10-20 Hours Saved
Save 10–20 hours per month on bookkeeping tasks
Enhanced Compliance
Strengthen compliance with automated checks and validations
Better Collaboration
Boost client satisfaction with real-time collaboration tools
Key Features
Our AI and ML engine handles data entry, error-checking, and reconciliations—so you don't have to.
Upload financial documents effortlessly. We extract and categorize key data with near-perfect accuracy.
See up-to-date accounting reports, financial insights, and performance dashboards at a glance.
With our data-driven financial dashboard, you can get valuable insights and drive your business forward in today's dynamic market.
Collaborate seamlessly with internal teams, external vendors, accountants, and tax advisors—all in one place.
Our cloud-based platform allows you to store files from anywhere and easily sort and store handwritten invoices and right-to-left languages.
Easily connect to your existing software (QuickBooks, Xero, ERPs) or use Portali's integrated system.
🔍 How It Works
📤
Upload
Invoices, receipts, statements — drag & drop or sync with QuickBooks/Xero.
🤖
AI Classification
Documents are scanned and categorized automatically using OCR & ML.
🔄
Transaction Matching
Our engine reconciles transactions with your bank feeds (Plaid API).
📊
Insights Delivered
Dashboards, alerts, and CPA-ready reports keep you in control.
✅
Review & Approve
Approve, adjust, or escalate — with every step logged and audit-ready.
What Our Clients Say
“Portali is like having a 24/7 accountant and data analyst. We reconciled 9 months of overdue data in 2 days.”
Emily R.
CPA Firm Owner
“As a founder juggling 3 hats, Portali gave me my weekends back.”
Alex L.
Startup CFO
“Portali is like having a 24/7 accountant and data analyst. We reconciled 9 months of overdue data in 2 days.”
Emily R.
CPA Firm Owner
“As a founder juggling 3 hats, Portali gave me my weekends back.”
Alex L.
Startup CFO
Ready to Transform Your Accounting?
Join thousands of businesses already using Portali to streamline their accounting processes.
150 Van Ness Ave, San Francisco, CA 94102
sales@portali.tech
+1 480 400 4039