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  • What is Portali?
    The most innovative automated accounting platform, powered by machine learning (ML) and artificial intelligence (AI). Portali handles your bookkeeping tasks, reduces errors and saves time, provides you with valuable financial insights, and integrates all your interactions.
  • Is Portali suitable for us?
    Portali’s platform is best matched with CPA firms and small-midsize businesses (SMBs) whose monthly turnover starts at 350 K and up to 20 M a month. And, of course, all over the world.
  • Who is behind Portali?
    Portali is led by two experienced and advanced fin-tech specialists with accounting, bookkeeping, Foreign Relations, and entrepreneurial background. Together they combine their knowledge and expertise to deliver solutions that make a difference in the industry.
  • Will Portali work with our accounting software?
    Yes, we are able to integrate with the following accounting softwares: [list]. However, if your accounting software isn't on the list, we will work with you to migrate your data from your current accounting software over to one of the software on the list. Alternatively, we will work together on other options suitable to your business needs.
  • Does Portali ensure GAAP compliance?
    Yes, Portali applies GAAP to our client's accounting transactions in accordance with the law.
  • How will our data be protected?
    Portali actively takes a third-party service dedicated and specialized for preventing all sorts of scenarios. All Portali employees are full-time and have signed a non-disclosure agreement at the onset of their employment with Portali. None of our bookkeeping and accounting work is outsourced. For in-depth elaboration please contact us and we will be very happy to furnish all info.
  • How can I access Portali?
    Portali customers can access Portali, thru web our online Portali Dashboard. Each customer is assigned direct access to communicate with its dedicated Portali finance team, where questions and requests can be exchanged. Additionally, all Portali Members have access to their Dashboard on the web, where they can access real-time financial insights and data.
  • What does the monthly close look like, when is it complete?
    The first meeting is set with you for going over the data. Then A second meeting is set for walking thru the results. We believe knowledge is power. Driving for better success of your business. For the Portali full-service members; When the books are closed and delivered within one week of month end. Each member receives an Insights Report which summarizes all key financial metrics, with your formal monthly P&L Statement, Balance Sheet, and Statement attached.
  • Where is the Portali Finance Team based?
    The Portali Finance team in the U.S. dedicate for u.s and Israeli teams are dedicated to Israel. U.S. - Israel.: Finance Head (Controller / Director of Finance) U.S. - Israel.: Temp CFO U.S. - Israel.: Tax Advisor U.S. - Israel.: Payroll Manager U.S. - Israel: Accounting Lead U.S. - Israel: Bookkeeper
  • What is the Portali Finance accountant?
    The Portali Finance accountant serves as a single point of contact that the company can reach thru Chat support via the Portali Dashboard and if needed thru video conference. Help and assist.
  • Does Portali handle transaction categorizations and receipt management?
    For the full service Yes! We review, update, and fix every transaction categorization receipts are properly attached to your accounting software.
  • What qualifications do the Portali Finance Experts have?
    The Portali Finance Team is made up of Accountants, Chartered Accountants (CA) Certified Public Accountants (CPA), Tax Advisors, and Chief Financial Officers (CFO). Portali engaged with qualified personnel only.
  • Who is entering the transaction level data?
    Portal is made by AI-powered technology specially designed and then supervised by human financial experts for the delivery of 100% accurate entries. For all our services. Small as big.
  • How much time do you devote to my account?
    We spend as much time as needed to get the job done. We do not charge clients on an hourly basis, so all of the time spent servicing your business — human, or otherwise — is included in the flat monthly subscription fee.
  • Does Portali offer monthly subscription plans?
    Yes, we don't believe in locking in our customers. We do offer flexible monthly subscription plans in addition to six months and yearly subscriptions.
  • How does pricing work?
    Portali offers three tiers of plans — Full Service, Professional Plan, and Enterprise Plan — for a flat monthly subscription fee. Fees are determined by your company's monthly expenses, and pricing automatically scales up or down based on the average of your past two months' expenses. No hourly billing, no surprises. Visit our pricing page for more details.
  • What is the Portali Finance accountant?
    The Portali Finance accountant serves as a single point of contact that the company can reach thru Chat support via the Portali Dashboard and if needed thru video conference. Help and assist.
  • Does Portali handle transaction categorizations and receipt management?
    For the full service Yes! We review, update, and fix every transaction categorization receipts are properly attached to your accounting software.
  • What qualifications do the Portali Finance Experts have?
    The Portali Finance Team is made up of Accountants, Chartered Accountants (CA) Certified Public Accountants (CPA), Tax Advisors, and Chief Financial Officers (CFO). Portali engaged with qualified personnel only.
  • Who is entering the transaction level data?
    Portal is made by AI-powered technology specially designed and then supervised by human financial experts for the delivery of 100% accurate entries. For all our services. Small as big.
  • How much time do you devote to my account?
    We spend as much time as needed to get the job done. We do not charge clients on an hourly basis, so all of the time spent servicing your business — human, or otherwise — is included in the flat monthly subscription fee.
  • Is support available to all Portali customers?
    Yes! All customers have access to their dedicated Portali Finance Manager and can schedule calls with our team of finance experts as necessary for no additional fee.
  • Does Portali offer monthly subscription plans?
    Yes, we don't believe in locking in our customers. We do offer flexible monthly subscription plans in addition to six months and yearly subscriptions.
  • How does pricing work?
    Portali offers three tiers of plans — Full Service, Professional Plan, and Enterprise Plan — for a flat monthly subscription fee. Fees are determined by your company's monthly expenses, and pricing automatically scales up or down based on the average of your past two months' expenses. No hourly billing, no surprises. Visit our pricing page for more details.
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