Overview
Nagging Panda: Empowering Customers Through Self-Service Today’s customers expect self-service, instant access to invoices, statements, payments, and documents without having to ask. At the same time, your team shouldn’t be weighed down by endless “please resend” requests.
That’s where Nagging Panda comes in. With a branded customer portal, you give clients the convenience, clarity, and control they expect, while freeing your team from repetitive admin. Our platform enables you to:
• Put customers in control with one portal for all their documents. • Automate access to reduce manual requests and admin burdens. • Strengthen trust through transparency and professionalism. • Accelerate payments with real-time account visibility. By empowering customers with self-service, Nagging Panda helps businesses save hours each week, build stronger relationships, and deliver a modern, professional customer experience.
Nagging Panda + Xero
We stay synced with Xero in just about real time so we always have the updated information regarding your customers, account balance, invoices, quotes, and credit notes.
With Nagging Panda + Xero, you can: Provide real-time access to statements. Your statements will include an ageing table at the bottom of the statement
Plus all our awesome features!
Self Service Client Portal - Optimized for Desktop & Mobile. Advanced Billboard (Advertise and engage) Pay Button Integration with Stripe and Peach. Own logo and colour schemes. Dedicated billing document folders: Invoice, statements, quotes and credit notes. Additional custom folders for non-integrated documents. Folder Visibility Control Client new document notifications Scheduled Client Notifications - All Clients Bulk "non-integrated" document uploads. Client login link with OTP verification. Password Protection / Access Control Internal Notes and Reminders Multi Currency enabled. Realtime Integrations : Xero, QuickBooks, Sage. Client Portal Welcome Message. Reporting Dashboard Dedicated email address for E-mailing in "non-integrated documents" AI Automated "non integrated" Document Filing (incurs usage based charges) Custom URL Domain Custom E-mail Domain
Integrations Xero Quickbooks Online Sage Business Cloud Works with CSV Pay Button integration: Stripe & Peach
Getting started
Getting started on Nagging Panda is really easy:
- Register an account and connect your Xero accounting software
- Brand your client portal
- Activate your account
- Share your client login link with your clients
Chat to us in realtime from our in app chatbot! we're happy to help!
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Nagging Panda: They Nag, So You Don’t Have To!
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