'%20/%3e%3c/svg%3e){kind=small}
Coming soon
Invoices & payments
Pay · Statements
Self-service for your business customers
The Client Portal gives the customers who owe you a clean place to view invoices, pay them, and get answers — cutting down inbound billing email and getting you paid faster.
Pay invoicesRaise disputesConnect MCP
Coming soon
0
invoices
paid
paid
Payouts
INVOICE
Bill to
'%20d='m0%200%2018%2011h65%2065%2065%2065%2066L51%2039h65%2065%2065%2065L18%2066h65%2065%2065%2065%2066L51%2094h65%2065%2065%2065L18%20121h65%2065%2065%2065%2066L51%20149h65%2065%2065%2065L18%20177h65%2065%2065%2065%2066L51%20205h65%2065%2065%2065L18%20232h65%2065%2065%2065%2066z'/%3e%3c/svg%3e)
Northwind Retail
Northwind Retail
Total due
$4,820.00
Card
Bank
Wallet
Client Portal
Everything your clients can do — in one branded portal
View and pay invoices, download statements, raise disputes, message support, complete guided onboarding, and connect an AI assistant over MCP — all from one branded portal. Customers self-serve; you collect faster with fewer support tickets and one clear record.
Invoices & payments
Customers open a branded invoice, review the line items, choose how to pay, and settle it in seconds. Status moves from issued to paid in real time, with no logins to chase.
Invoice payment
Preview
INV-20481
Amount due
$4,820.00
Northwind Retail
Northwind Retail
Paid this week184
Autopay, set once
Customers save a payment method and set a limit and schedule once — every future invoice is paid automatically on its due date. Mandates are stored securely, with a receipt for each charge.
Autopay
Preview
Autopay
Off
Northwind Retail
Due Apr 1
auto
Atlas Studios
Due Apr 8
auto
Verde Markets
Due Apr 15
auto
Accounts on autopay3,120
Customers pay the way they want
Card, bank transfer (ACH), wire, Apple Pay, or wallet — customers pay with whatever is easiest for them. Every method clears into your account, reconciled automatically.
Payment method
Preview
Card
Bank (ACH)
Wire
Apple Pay
Wallet
MethodCard
ETAInstant
Fee2.9% + 30¢
Payments collected48,200
Why Client Portal
A clearer billing relationship with every customer
The Client Portal gives your business customers a single, branded place to manage everything about how they pay you. They can review and settle invoices, download statements for their own records, and raise a dispute the moment a line looks wrong — with a message thread that keeps the whole conversation attached to the right invoice. Guided onboarding gets a new customer set up quickly, and customers who run their own AI assistants can connect them over MCP to check balances or invoices programmatically.
Collections
This month · 1,000 invoiced
- Invoiced0
- Viewed0
- Paid0
- On autopay0
Invoices collected48,200
Benefits
Built on the same controlled platform
Because the portal sits on the same multi-tenant, audited platform as the rest of your finance operations, every customer action is scoped to that customer and recorded — so self-service never comes at the cost of control.
Pay in one click
A branded portal lets every customer open an invoice and pay in seconds — no logins to chase, no PDFs to wrangle. Payments in minutes, not weeks of follow-up.
Autopay & reminders
Customers switch on autopay once and every invoice clears on its due date. Automated reminders go out before then, so you stop chasing and start collecting on time.
Client portal at a glance
One portal to view, pay, and reconcile
Globalcoverage
190+countries billed
40+payment rails
Real-timepayment status
'%20transform='translate(-20)scale(.72249)'%3e%3cpath%20fill='%23fff'%20d='M0%200h1063v708.7H0z'/%3e%3cpath%20fill='%23df0000'%20d='M0%200h1063v354.3H0z'/%3e%3cpath%20fill='%23fff'%20d='M245.2%2059.4a124.6%20124.6%200%200%200%201.1%20243.9%20126.9%20126.9%200%201%201-1.1-243.9'/%3e%3cpath%20fill='%23fff'%20d='m202%20162.4-18.9-13.8%2023.5-.2%207.2-22.3%207.5%2022.3h23.4l-18.8%2014%207.2%2022.3L214%20171l-19%2013.8zm26%2076.9-19-13.8%2023.5-.2%207.3-22.3%207.4%2022.2h23.5l-19%2014%207.3%2022.3-19-13.6-19%2013.8zm86.3-.6-19-13.8%2023.4-.2%207.3-22.3%207.4%2022.3H357l-18.9%2014%207.3%2022.3-19.1-13.7-19%2013.8zm25.7-76.2-19-13.8%2023.5-.2%207.2-22.3%207.5%2022.2h23.4l-18.8%2014%207.2%2022.3-19.1-13.6-19%2013.8zM271.7%20112l-19-13.8%2023.5-.2%207.3-22.3%207.4%2022.3h23.5l-19%2014%207.3%2022.2-19-13.6-19%2013.8z'/%3e%3c/g%3e%3c/svg%3e)
'%20transform='translate(-128)scale(.72249)'%3e%3cpath%20fill='%23fff'%20d='M0%200h1063v708.7H0z'/%3e%3ccircle%20cx='523.1'%20cy='344.1'%20r='194.9'%20fill='%23bc002d'%20transform='translate(-59.7%20-34.5)scale(1.1302)'/%3e%3c/g%3e%3c/svg%3e)
+183 more
Statements & receipts
Customers see their full invoice history, download statements, and get a receipt for every payment automatically — so your support inbox stays quiet and your books stay clean.
Pay your way
Card, bank transfer (ACH), wire, Apple Pay, or wallet — customers pay with whatever is easiest. Every method clears into your account and reconciles itself, in countries worldwide.
Your brand, end to end
A fully white-labeled portal on your domain — your logo, your colors, your terms. Every invoice, email, and receipt is yours. Customers pay you, never a third party.
Customers pay themselves
Every invoice, viewed and paid
Manual collections mean emailing PDF invoices, re-sending reminders, and chasing payments by phone. The Client Portal walks each customer through a self-serve checklist — issued to paid in minutes, reconciled automatically.
Payment checklist
Issued to paid, without the chase
Each customer walks a guided flow — view the invoice, pick a method, authenticate, and pay — all on-brand and self-serve. You watch invoices settle; we keep the receipt and the record.
- Paymentone-click
- Autopayset once
- Reconciliationautomatic
Receipt
Northwind Retail
- Invoice issueddone
- Vieweddone
- Method chosendone
- 3-D Securedone
- Paiddone
Invoices paid0
Time to pay40 sec
FAQ
Client Portal questions, answered
Everything you need to know about how customers view and pay invoices, download statements, raise disputes, connect an AI assistant, and how the Client Portal fits into your finance stack.
Still have questions?
Can customers pay invoices in the portal?
Yes — customers can view and pay their invoices directly in the portal, choosing how they pay and settling in a click, with statements and receipts in the same place.
Can customers raise disputes?
Yes, with a dispute and messaging workflow. Customers can raise a dispute the moment a line looks wrong, and a message thread keeps the whole conversation attached to the right invoice.
Can a customer connect an AI assistant?
Yes, via Client MCP. Customers who run their own AI assistants can connect them over the Model Context Protocol to check balances or invoices programmatically.
What can a customer do without contacting us?
View and pay invoices, download account statements, raise disputes, message support, and connect an AI assistant over MCP — all self-serve, with no email back-and-forth.
Is each customer's data kept separate?
Yes. The portal runs on the same multi-tenant, audited platform as the rest of your finance operations, so multi-tenant isolation scopes every action and record to the authenticated customer.
Every invoice, paid.
On time, on autopilot.
Give your business customers a branded portal to view and pay invoices, download statements, and raise disputes — cut inbound billing email and get paid faster. Talk to our team about your customer base.