Portal Genie for Sage Business Cloud

Connect Sage Business Cloud to The Portal Genie and give clients a secure, branded portal for accounting documents and self-service access.

What connects from Sage Business Cloud

When you connect Sage Business Cloud, Portal Genie surfaces client records and accounting documents in your Client Portal, including:

• Customer contacts — the basis for secure portal login
• Invoices — available for clients to view and pay
• Statements — organised in client-facing folders
• Quotes and credit notes — shared alongside other accounting documents

Client access through Sage contacts

Clients access the portal using the email address on their Sage Business Cloud contact record. A secure OTP verifies their identity — with no separate Portal Genie account to create.

Read How Clients Access Your Portal.

Pay Now for Sage invoices

Connect a supported payment provider such as Stripe or Peach Payments to enable Pay Now, letting clients pay Sage invoices directly through their portal.

See Let Clients Pay Invoices Through the Client Portal.

Works alongside Sage Business Cloud

The Portal Genie extends the client experience without replacing Sage. Your team keeps working in Sage Business Cloud while clients interact through the portal.

Getting started

1. Connect Sage Business Cloud in your Portal Genie account
2. Configure branding, folders and your Notice Board
3. Share your Client Portal Link — on your website or directly with clients

For the broader integration picture, see Connecting Portal Genie to Your Accounting Software.

Explore Features or view Pricing.