Open a sample client portal

Five organizations, each fictional, each with its own portal switched on. Pick the one closest to yours and you are its owner for the visit: approve a bill, answer a question, open the monthly package. Nothing is sent or paid, and what you change stays in this browser.

• Professional ServicesCedar Creek Consulting. You are Helen Achebe, managing partner.Overdue invoices with a recommended next step on each customer, and the monthly package with its questions answered.HomeDecisionsFinancialsAR & CollectionsDocumentsYour Finance TeamOpen
• Retail & E-commerceLarkspur Trading Co. You are Ines Calloway, owner.Shopify sales against payouts, settlement exceptions, and bills prepared for approval.HomeDecisionsBills & PaymentsFinancialsSales & SettlementsDocumentsYour Finance TeamOpen
• Construction & TradesSummit Ridge Builders. You are Gina Castellano, office manager.Job profitability by project, progress billings owed, and subcontractor pay applications waiting on approval.HomeDecisionsBills & PaymentsFinancialsJobs & ProjectsAR & CollectionsDocumentsYour Finance TeamOpen
• NonprofitsRiverbend Youth Alliance. You are Dana Whitfield, board treasurer.Grant budgets and remaining funds, reimbursement status, deadlines, and the narrative upload.HomeDecisionsBills & PaymentsFinancialsGrantsDocumentsYour Finance TeamOpen
• Manufacturing & DistributionIronbridge Fabrication. You are Dana Whitfield, controller.Inventory value from the latest count, operating income, and supplier bills due soon.HomeDecisionsBills & PaymentsFinancialsInventoryDocumentsYour Finance TeamOpen