For Startups
Transform your receipt management from chaos to clarity with AI-powered automation
For CPA Firms
Streamline compliance and client management while delivering deeper insights
For Everyone
Experience the power of AI-driven automation and data-driven growth
Streamline daily transactions, document processing, and journal entries — all powered by machine learning.
Go beyond automation: intelligently manage payroll, expenses, reporting, and reconciliation — with real-time tracking and alerts.
Provide audit-ready oversight, monitor overdue accounts, and collaborate with clients across a single smart dashboard.
Transform your accounting workflow with our advanced AI Bookkeeping solution.
OCR + AI for invoices, receipts, statements
Applies Chart of Accounts intelligently
Works with QuickBooks, Xero, CSVs
Matches with Plaid-linked bank data
View, approve, and audit in real-time
85% less manual entry
Industry-compliant reporting
Setup in <1 hour
Real-time tracking & alerts
“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
Portali's autonomous layer brings control and clarity to your financial processes, without needing a 10-person team.
Streamline your invoice workflow with AI
Get instant insights into your finances
Smart categorization and future predictions
Automated payment processing and scheduling
Advanced matching and reconciliation
Proactive risk management and alerts
Faster month-end close
Reduced errors & fraud risk
Predictive cash flow modeling
Alert-based anomaly detection
“We cut our finance ops workload by 60%. Portali is our finance autopilot.”
Jordan A.
Head of Ops
From overdue invoices to audit-ready reports, Portali gives your firm the tools to work smarter — not harder.
Track and manage overdue payments efficiently
Stay compliant with automated risk monitoring
Smart document management and organization
Seamless client communication and file sharing
Predictive analytics for better decision making
5x faster client onboarding
Automated reminders & escalations
Full audit trail & version control
Unified view of all client accounts
“It's like having an extra accountant on the team — without the hiring.”
Alex K.
CPA Firm Partner
Whether you use one service or all three, Portali integrates your workflows into one smart, secure platform — accessible from anywhere, anytime.
No setup headaches. No long training sessions. Just results — fast.
Follow these 5 simple steps to start automating your accounting workflows with Portali:
Create Your Account
Sign up with your business email in less than 60 seconds. No credit card required.
Connect or Upload Your Clients
Instantly sync your clients from QuickBooks, Xero, or upload them via secure CSV. Handle multiple accounts from one place.
Import Bookkeeping or Financial Data
Upload historical ledgers, bank statements, receipts, or transaction logs. You can even drop in PDFs — our AI will handle the rest.
Link All Bank & Credit Card Accounts
Securely connect banking data via Plaid API or manual upload. Reconciliation happens automatically, in real-time.
Sync Your Invoice Folder or Drive
Connect Google Drive, Dropbox, or your local system. Portali scans and categorizes documents without manual entry.
Once your data is in, Portali gets to work:
Classifying transactions
Reconciling records
Predicting risks
Generating reports
Notifying you of insights — not issues
No credit card required. Experience the power of automated financial operations with our 14-day free trial.
150 Van Ness Ave, San Francisco, CA 94102
sales@portali.tech
+1 480 400 4039