Portali is the agentic AI platform purpose-built for CPAs, bookkeepers, and accounting firms. From raw transactions to audit-ready books — fully automated.
Built for modern accounting teams
Workflow mode
Review-first
Data sources
Connected
Audit trail
Enabled
The Full A-to-C Accounting Pipeline
From raw transactions to client-ready books — five intelligent steps that eliminate the manual grind.
Ingest
Portali connects seamlessly to your bank feeds, accounting software, and document uploads. Transactions, invoices, and statements flow in automatically — zero manual data entry.
Categorize
Our AI analyzes transactions and suggests categories based on your firm's history, rules, and review patterns. Your team stays in control of what gets approved.
Reconcile
Automated three-way matching across bank statements, invoices, and ledger entries. Exceptions are surfaced immediately for CPA review — only the unusual needs human eyes.
Verify
Portali checks transactions against your firm's rules, approval flows, and internal controls before changes move into the books.
Report
Generate P&L, Balance Sheet, Cash Flow statements and custom dashboards in seconds. Share client-ready reports with one click — always live, always accurate.
Built for Accounting Professionals
Whether you're a solo bookkeeper or a 100-person firm, Portali adapts to how you work.
See every client workflow in one place
Stop drowning in client data requests. Portali gives your team a unified view of every client's books in real time.
- Multi-client dashboard in one view
- Automated close checklists
- Client portal with live updates
- Staff workload balancing
Spend less time on repetitive admin
Let Portali handle the repetitive work. Bank reconciliation, categorization, and reporting — done automatically every night.
- Automated transaction categorization
- One-click bank reconciliation
- Smart exception handling
- Auto-generated client reports
Bring structure to month-end close
Enterprise-grade automation with the security and controls your clients expect. Scale without adding headcount.
- Enterprise SSO & role-based access
- Custom workflow automation
- API & ERP integrations
- Dedicated success manager
Connects with your existing stack
Built Around Real Accounting Workflows
Replace scattered spreadsheets and manual follow-ups with guided workflows your team can review and approve.
Keep every month-end task, exception, document, and approval in one shared workspace so the team always knows what is ready and what needs review.
Let AI suggest categories and matches while routing uncertain items into a human review queue before anything becomes part of the books.
Turn approved transactions into client-ready reports, dashboards, and supporting audit trails without rebuilding the same packet from scratch.
Plans for Every Accounting Workflow
Static public plans for individuals, growing firms, and enterprise teams. Start with included monthly tokens, then scale automation as your client work grows.
For individual CPAs and bookkeepers automating their own practice.
- Transaction categorization
- Bank reconciliation
- Basic financial reports
- QuickBooks sync
- Email support
For growing accounting firms managing multiple clients at scale.
- Everything in Solo
- Multi-client management
- Cash flow forecasting
- CPA collaboration hub
- Advanced reports & dashboards
- All 2,000+ integrations
- Priority support
For large firms and accounting agencies needing full-scale automation.
- Everything in Pro
- White-label client portal
- Full API access
- Custom workflow builder
- Dedicated onboarding
- SLA 99.9% uptime
- Security review & custom DPA
Custom token volume, dedicated support, and tailored pricing for your organisation.
- Custom token allocation
- Dedicated account manager
- Priority support & SLA
Ready to Automate Your Accounting Workflow?
Start with a guided workspace for categorization, reconciliation, review, and client-ready reporting.