Your Finance Function,
Open 24/7
One secure place to send us documents, watch work progress in real time, approve what needs approving, and read reports that are always current. Offshore delivery doesn't mean out of sight — the portal makes our work more transparent than most in-house teams.
Live product screenshots and a full video walkthrough are on the way — book a demo for a guided tour today.
Two-Minute Walkthrough
Video walkthrough coming soon
Want it now? Book a live 10-minute screen-share demo instead.
Book a Live DemoEverything in One Secure Place
Drag-and-Drop Document Upload
Invoices, receipts, statements and contracts — upload from desktop or phone. Everything feeds straight into the InnovaScan OCR engine.
Live Reports, Always Current
P&L, balance sheet, cash flow, aging reports and your KPI dashboard — read them anytime, no “can you send me…” emails.
Work Status Tracking
See exactly where every task stands — books in progress, VAT return awaiting your approval, payroll scheduled. No black box.
Approvals in One Click
Payment runs, journal adjustments and filings queued for your review — approve or query from any device.
Secure Messaging & Queries
All questions and answers in one threaded place, attached to the documents they concern — never lost in inboxes.
Bank-Grade Security
Encrypted in transit and at rest, role-based access for your team members, and a full audit trail of every action.
Client Portal: Common Questions
Is the portal included in every engagement? +
Yes — every client gets portal access as standard: unlimited users from your team, unlimited document uploads and full report access. It is part of how we deliver, not a paid add-on.
Can multiple people from our company use it? +
Yes — invite your whole team with role-based permissions: your bookkeeper sees everything, a department head might only upload receipts and view their cost center reports.
Does it work on mobile? +
Yes — the portal is fully responsive, and snapping a photo of a receipt from your phone is the single most-used feature. Documents photographed on-site are usually in your books by the next morning.
What happens to documents after we upload them? +
They flow into our InnovaScan OCR engine for extraction, get validated by your accounting team, post to your ERP, and remain stored in the portal — organized, searchable and audit-ready.
Can we get our data out? +
Always. Your documents and reports are exportable at any time, and your accounting data lives in your own ERP under your ownership. No lock-in, ever.
See the portal with your own numbers in it
A 10-minute screen-share shows you the dashboard, the upload flow and the reports — and how it all connects to your dedicated accounting team.