Connecting Portal Genie to Your Accounting Software

The Portal Genie works alongside your accounting software — bringing client contacts and accounting documents into a branded Client Portal without replacing how your team manages accounts.

Supported accounting platforms

Portal Genie integrates with:

• Xero
• QuickBooks Online
• Sage Business Cloud

Each integration connects your client records and accounting documents to your Client Portal.

What the integration delivers

When connected, your accounting software supplies:

• Client and contact records — the foundation for secure portal access
• Invoices, statements, quotes and credit notes — surfaced in organised portal folders
• Contact email addresses — used for secure OTP client login

Your team continues working in your accounting software. The Portal Genie presents the client-facing layer.

Why connect your accounting software?

Integration means:

• Clients see up-to-date accounting documents in their portal
• You avoid manually uploading every invoice or statement
• Client access is tied to contact records you already maintain
• Your portal stays aligned with your accounting data

Platform-specific guides

Each integration has its own capabilities and setup considerations:

• Portal Genie for Xero
• Portal Genie for QuickBooks Online
• Portal Genie for Sage Business Cloud

Beyond documents

Connected accounting data also supports:

• Pay Now — clients pay invoices through your portal when a payment provider is connected
• Secure client access — OTP login matched to accounting contacts

See Let Clients Pay Invoices Through the Client Portal and How Clients Access Your Portal.

Learn more on Features or Book a demo.