Customer Portal
Give Your Customers 24/7 Access to Their Accounts
Reduce AR workload while empowering clients to view invoices, statements, and payment details anytime—without the back-and-forth emails.
How It Works
Three simple steps to give your customers self-service access and reduce your AR team's workload
Customize Your Customer Portal
Add your logo and brand colors to make the portal look like it's part of your business. Your customers will experience a seamless, professional interface that reflects your brand.
Share the Portal Link
Conveniently include the customer portal link in your email communications so clients have instant access. No more answering "What do I owe?" emails—customers can check anytime.
Secure Customer Access
Customers access the portal via email verification to view their invoices, generate statements, and check payment details—all with bank-level security protecting their financial information.
Ready to Empower Your Customers?
Reduce AR inquiries and give customers the self-service experience they expect.