User Journey
SMBs
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.
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.
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.
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.
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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