Use Cases

Discover how Portali can transform your business operations

Focus on Product. We'll Handle the Books.

Startups move fast — your accounting should too. Portali automates your financial back office so you can scale confidently without drowning in receipts.

  • Reconcile transactions in minutes
  • Predict cash runway & expenses
  • Collaborate easily with your CPA
  • Spend less time in spreadsheets
  • Start Free for Startups
    Startups using Portali
    CPA Firms using Portali

    Give Your Team Superpowers — Without Hiring.

    Portali automates reconciliation, client communication, and compliance workflows — giving CPA firms time to focus on high-value advisory services.

  • Overdue invoice tracking
  • Auto-classify uploaded documents
  • Audit-ready exports
  • Multi-client dashboards
  • Book CPA Demo

    Sell More. Stress Less.

    Whether you're on Shopify, Amazon, or Etsy — Portali syncs with your data and automates bookkeeping, forecasting, and cash flow reporting.

  • Auto-categorize online sales & expenses
  • Track vendor payments & profit margins
  • Forecast seasonal cashflow needs
  • Integrate with QBO, Stripe, PayPal
  • Try for Free Today
    E-commerce businesses using Portali

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