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Description
PORTALD serves as a specialized client portal designed for small businesses in the UK, enabling them to efficiently gather documents, photos, forms, and signed agreements. Users can create specific checklists, review uploaded materials, approve submissions, or request replacements along with a justification. Additionally, optional AI checks assess uploads against provided instructions and offer preliminary feedback, although the business retains the ultimate decision-making authority. The platform includes features for online forms, electronic signatures, and staff access with defined roles. With an integration for Xero, clients can easily view and download their invoices, encompassing both paid and unpaid. Accessible via a web browser on either mobile devices or computers, PORTALD eliminates the need for any app installations. The Solo plan is available at £25 + VAT per month for businesses with up to 100 customers and provides 500 MB of storage, while the Practice plan costs £75 + VAT per month, accommodating up to 1,000 customers with 5 GB of storage, a custom portal domain, and priority support. Users can explore a 14-day Solo trial that includes AI checks without requiring a credit card. Developed and managed by IT BOFFINS LTD in the UK, PORTALD aims to streamline administrative tasks and improve client interaction for small enterprises. The combination of user-friendly features and flexible pricing plans makes PORTALD an appealing option for businesses looking to enhance their document management processes.
Description
Manage freelance client work and money in one browser-based workspace. Woventri combines client records, invoices, income, expenses and receipts, so you can start with one client and a saved draft instead of moving your whole business at once.
The Free plan needs no credit card and includes 2 invoices created per month (including drafts), 5 clients and 50 transactions per month, plus receipt upload and one starter import within that allowance. Paid plans add recurring invoices, time and mileage tracking, multi-currency records and imports. Pro adds proposals, a client portal, project boards, profit reports and unlimited invoices, clients and transactions. Business adds branded invoices and more collaboration.
Web prices are in USD: Plus $9/month, Pro $19/month and Business $39/month, with annual options. Plan limits apply. Woventri offers record keeping and tax reserve planning; it does not file taxes or provide automatic bank feeds.
API Access
Has API
No
API Access
Has API
No
Pricing Details
£25/business/month
Solo is £25 + VAT per business/month for up to 100 customers and 500 MB of storage. Practice is £75 + VAT per month for up to 1,000 customers and 5 GB of storage, with a custom portal domain and priority support. The 14-day Solo trial includes AI checks and requires no payment card.
Free Trial
Yes
Free Version
No
Pricing Details
Free; paid from USD $9/month
Web prices in USD: Free $0; Plus $9/month or $79/year; Pro $19/month or $149/year; Business $39/month or $299/year. Free includes 2 invoices created/month (drafts count), 5 clients and 50 transactions/month. Annual plans are billed annually. Eligible first-time web subscribers may receive a 14-day Stripe trial requiring a payment method, then paid billing unless cancelled. Apple offers are separate. Features, allowances and payment-provider eligibility vary by plan and region.
Free Trial
Yes
Free Version
Yes
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
IT BOFFINS LTD
Founded
2020
Country
United Kingdom
Website
www.portald.co.uk
Vendor Details
Company Name
Woventri
Website
woventri.com.au
Product Features
Product Features
Billing and Invoicing
Billing Portal
No
Contact Database
No
Contingency Billing
No
Customer Portal
No
Customizable Invoices
No
Dunning Management
No
Hourly Billing
No
Invoice History
No
Mobile Payments
No
Multi-Currency
No
Online Invoicing
No
Online Payments
No
Payment Processing
No
Project Billing
No
Recurring/Subscription Billing
No
Service Ticket Billing
No
Tax Calculator
No
