Overview
🧞 The Portal Genie
The Portal Genie is your branded, client-facing portal that turns document delivery into an effortless self-service experience. Built for Xero users across almost any industry, from accountants and bookkeepers to construction, hospitality and mining, it syncs invoices, statements, quotes and credit notes straight from Xero into one secure portal. Clients can also upload and receive documents that aren't from or for Xero. Goodbye email trawling, hello customer experience layer. Clients no longer wait on attachments, lose files, or ask for the same document twice. Instead, they get a smart, secure link with instant access. Fast to set up, easy to understand, and affordable enough to be an instant level up for any business.
🎨 On Brand
Customise your portal with your logo, colours and messaging so every touchpoint feels like part of your business. The Portal Genie fits naturally into your workflow, and your clients don't even need to know we're behind the scenes.
📂 Easy Document Organisation
Documents sync automatically from Xero into organised client folders, so invoices, quotes and statements are easy to find, with no lost files or manual chasing. Upload extra files or email documents straight into the portal. Clients can even leave notes on any document, from Xero or uploaded separately, for you to see and respond to.
🛒 Pay Invoices Like a Shopping Cart
Clients can select multiple invoices and pay them together in one simple checkout, just like shopping online. The fastest way to turn "I'll get to it" into "paid."
📣 Advertise and Schedule Emails
Your portal is a direct line to your clients. Share announcements, promote services, or highlight updates right where clients are already looking. Group clients as needed and schedule emails, monthly or weekly, for reminders or updates, whatever your purpose calls for.
🙌 Empower Your Clients
Your clients can:
*View all current and past invoices, quotes and credit notes. *Generate statements on the fly. *Download files in seconds. *Upload and retrieve documents they've provided for you. *Pay multiple invoices in one cart (where enabled). *See custom announcements you choose to share. *Access everything securely on desktop or mobile.
🚀 Workload Reduced, Satisfaction Increased
The Portal Genie frees you from repetitive requests, lost documents and long email threads, boosting client satisfaction, retention and engagement.
🔒 Security You Can Trust
Client access is controlled with secure links and authentication, so sensitive financial documents stay protected. You choose what is shared and when it's updated.
✨ Whether you're an accountant managing many clients or a small business streamlining admin, The Portal Genie gives your customers a modern experience layer on top of your Xero, without adding complexity to your stack.
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.
Pricing plans
This app includes a free 30 day trial
Core
- Connect invoices, statements, quotes, credit notes to your portal
- Upload documents for your clients to access
- Give clients the ability to pay invoices from your portal
- Advertising space for whatever you want your clients to see
- Tag documents with your own statuses
- Brand your client portal
- 2 GB storage for non Xero documents
- 2 users
- The Portal Genie Branding
Advanced
- Let clients upload documents for you to receive
- Schedule email campaigns
- Clients can create and respond to notes on any document.
- Send emails from your own domain
- Use your own portal web address
- 10 GB storage for non Xero documents
- 2,000 emails per month
- Remove The Portal Genie branding
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
1. 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.
2. 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.
3. 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.
4. 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
-
Use smart links: Generate secure links and share them with clients so they can access their documents instantly.
-
Set expectations: Let your clients know that future statements and invoices will always be available via the portal.
-
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.
