Overview
The Portal Genie is your branded, client-facing portal that turns document delivery, access and updates into a smooth self-service experience. Designed for accountants, bookkeepers and small to medium businesses that use Xero, The Portal Genie centralises client invoices, statements, quotes, credit notes and other essential documents in one secure, portal your clients can access on demand.
With The Portal Genie, your clients never have to wait for email attachments, lose important files or ask for the same document twice. Instead, they use a smart, secure link that gives them instant access to everything you share, 24 hours a day, 7 days a week. It’s simple for your team and intuitive for your clients.
Professional and On Brand Customise your portal with your logo, colours and messaging so every client touchpoint feels like part of your business. The Portal Genie fits naturally into your workflow, reinforcing your brand and preserving trust at every stage.
Easy Document Organisation Documents sync automatically from Xero into organised client folders. Invoices, quotes or statements are easy to find, view or download — no more lost files, invisible emails, or manual chasing. You also have the flexibility to upload additional files or email them directly into the portal to keep all client-facing content in one place.
Empower Your Clients Your clients can:
View all current and past invoices, quotes, credit notes and statements.
Download files in seconds.
See custom announcements or updates you choose to share.
Pay multiple invoices in one cart (where payment features are enabled).
Access everything securely on desktop or mobile.
Workload Reduced, Satisfaction Increased The Portal Genie frees you and your team from repetitive requests, lost documents and long email threads. Clients appreciate the convenience of a one-stop hub tailored to their needs — boosting satisfaction, retention and engagement.
Security You Can Trust Security is core to The Portal Genie. Client access is controlled with secure links and authentication, so sensitive financial documents remain protected. You choose what is shared and when it’s updated.
Whether you’re an accountant managing many clients or a small business owner streamlining admin, The Portal Genie elevates your service without adding complexity.
The Portal Genie + Xero
Integration Details
The Portal Genie integrates seamlessly with Xero to deliver real-time document sync and client access, without disrupting your existing accounting workflows. Once connected, relevant client invoices, quotes, statements and credit notes flow securely from Xero into The Portal Genie. This means your clients see up-to-date information without manual exports, uploads or extra steps.
Automatic Data Sync The Portal Genie continually synchronises data with Xero so documents stay accurate and current. Invoices you issue in Xero appear in client folders in The Portal Genie automatically. Statements and other client-facing files update without manual intervention, reducing the risk of errors and saving time on admin.
Unified Client Access Clients access their full history of invoices and statements from a single secure portal link. This link is unique to each client and can be shared once — eliminating repetitive emails, misfiled attachments, or confusion about where to find documents.
Organised and Searchable All synced documents are organised into clearly labelled folders. Clients can quickly locate the items they need without contacting you. You also retain control: you can upload additional documents, email files directly into the portal, or remove items as needed to keep folders clean and up to date.
Branded Experience With The Portal Genie, your portal reflects your firm’s identity. Add your logo, colours and custom messaging so clients always feel they’re interacting with your brand — even as data flows seamlessly from Xero behind the scenes.
Secure Access Controls Document access is governed by secure smart links and authentication. Only intended clients can view their documents. You remain in control of who sees what and can manage access at any time to stay compliant with your privacy practices.
Mobile and Desktop Friendly The Portal Genie works smoothly on all devices. Clients can view, download or print documents on desktop or mobile, giving them flexibility and improving their overall experience.
Reduce Administrative Load Because you no longer spend time chasing emails, re-sending attachments or fielding document requests, your admin burden is dramatically reduced. The integration keeps data flowing while you focus on advisement and client care.
Getting started
Getting started with The Portal Genie for Xero is simple, clear and fast.
The easiest way to begin is to click the “Get this app” button on this Xero App Store listing. This connects your Xero organisation to The Portal Genie in a few easy steps and instantly starts the sync process.
Step-by-Step Setup
- Select “Get this app.”
- From the Xero App Store page, click “Get this app.”
- You’ll be guided through authorising The Portal Genie to access your Xero data.
- This secure connection enables automatic document sync.
- Connect your Xero organisation.
- Choose which Xero organisation you want to link if you manage multiple.
- Allow The Portal Genie to access invoices, quotes, statements and credit notes.
- Configure your portal brand.
- Add your logo, choose your portal colours and upload custom messaging.
- These settings personalise your portal before you share it with clients.
- Review client folders.
- Documents from Xero organise into folders automatically.
- You can upload additional files or email documents directly into your portal if needed.
Tips for Success
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Use smart links: Generate secure links and share them with clients so they can access their documents instantly.
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Set expectations: Let your clients know that future statements and invoices will always be available via the portal.
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Keep branding consistent: Portal customisation reinforces your professionalism and helps clients recognise your communications.
Support and Resources The Portal Genie offers in-app support and guidance at every step. If you have questions during setup, you can access help directly within the interface or reach out to the support team for personalised assistance.
You’re ready when your portal is live. Clients can immediately log in, view documents, download files and stay informed — all without extra emails or manual admin.
