Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
InvoiceParser Pro captures invoices and bills for accounting firms, bookkeepers, AP teams and small businesses. Upload digital or scanned PDFs and photos, or use email intake. It extracts header fields and every line item and checks the arithmetic. Possible duplicates and arithmetic mismatches are flagged for a person's review. Excel exports contain line items; CSV exports contain one row per invoice.
Paid plans push approved bills to QuickBooks Online, Xero or Zoho Books. Clients are folders in one workspace, with one accounting connection per provider.
Free includes 25 invoices a month and one user. Starter is $79/month, Team $249/month and Scale $599/month with REST API access; Enterprise by enquiry. Annual billing saves 20%. The 14-day trial includes 50 invoices, no card required.
Description
PORTALD serves as a specialized client portal designed for small businesses in the UK, enabling them to efficiently gather documents, photos, forms, and signed agreements. Users can create specific checklists, review uploaded materials, approve submissions, or request replacements along with a justification. Additionally, optional AI checks assess uploads against provided instructions and offer preliminary feedback, although the business retains the ultimate decision-making authority. The platform includes features for online forms, electronic signatures, and staff access with defined roles. With an integration for Xero, clients can easily view and download their invoices, encompassing both paid and unpaid. Accessible via a web browser on either mobile devices or computers, PORTALD eliminates the need for any app installations. The Solo plan is available at £25 + VAT per month for businesses with up to 100 customers and provides 500 MB of storage, while the Practice plan costs £75 + VAT per month, accommodating up to 1,000 customers with 5 GB of storage, a custom portal domain, and priority support. Users can explore a 14-day Solo trial that includes AI checks without requiring a credit card. Developed and managed by IT BOFFINS LTD in the UK, PORTALD aims to streamline administrative tasks and improve client interaction for small enterprises. The combination of user-friendly features and flexible pricing plans makes PORTALD an appealing option for businesses looking to enhance their document management processes.
API Access
Has API
Yes
API Access
Has API
No
Integrations
Xero
Yes
ChatGPT
Yes
Claude
Yes
Cursor
Yes
QuickBooks Online
Yes
Zoho Books
Yes
Integrations
Xero
Yes
ChatGPT
No
Claude
No
Cursor
No
QuickBooks Online
No
Zoho Books
No
Pricing Details
$79/month
Free: 25 invoices and 20 handwritten documents a month, 1 user, no card, line items included. Starter: $79/month or $63/month billed annually; 200 invoices a month, 3 users, pushes to QuickBooks Online, Xero and Zoho Books. Team: $249/month or $199/month billed annually; 1,000 invoices a month, unlimited users, multi-step approvals, client upload link. Scale: $599/month or $479/month billed annually; 5,000 invoices a month, unlimited users, REST API. Enterprise: more than 5,000 invoices a month, by enquiry. Paid plans add $0.10 per invoice past the allowance, up to 1,000 extra. Every account starts with a 14-day trial of 50 invoices, no card.
Free Trial
Yes
Free Version
Yes
Pricing Details
£25/business/month
Solo is £25 + VAT per business/month for up to 100 customers and 500 MB of storage. Practice is £75 + VAT per month for up to 1,000 customers and 5 GB of storage, with a custom portal domain and priority support. The 14-day Solo trial includes AI checks and requires no payment card.
Free Trial
Yes
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
InvoiceParser Pro
Founded
2025
Country
Richmond, Kentucky, United States
Website
invoiceparserpro.com
Vendor Details
Company Name
IT BOFFINS LTD
Founded
2020
Country
United Kingdom
Website
www.portald.co.uk