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Business Consultation

User Journey

SMBs

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Sign up

Sign up
To get started, simply sign up for Portali's AI-powered automated accounting platform. It's quick and easy, allowing you to access the platform in no time.

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Onboarding 30 minutes call

Onboarding 30 minutes call

Once you've signed up, we'll schedule a 30-minute onboarding call. Our team of experts will personally guide you through the setup process, answering any questions you may have and ensuring that you're ready to hit the ground running.

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Setup office users

Setup office users

Managing your office users has never been easier. With Portali, you have three options: you can choose to have your office users managed by your CPA, managed by Portali itself, or managed directly by your company. We provide the flexibility to suit your specific needs.

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Sync data from bookkeeping software

Sync data from bookkeeping software

Portali seamlessly syncs your data from your bookkeeping software using either API integration or by uploading Excel/CSV files. Say goodbye to tedious data transfers and let Portali handle it for you.

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Connecting with Branches

Connecting with Branches

Portali simplifies the process of connecting with your branches, whether it's credit card information, vendor details, customer information, or banking integration. Seamlessly link all your important connections to streamline your financial processes.

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Start upload documents

Start upload documents

Uploading documents is a breeze with Portali. Whether you have PDFs, JPGs, or TIFF files, simply upload them to our platform. Our intelligent AI will work its magic, extracting relevant information and categorizing your documents.

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Small-Medium Business Owner?

Don't be left behind! Book a demo version now to start growing your business and save time and money.

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