Portal Genie for Xero

The Portal Genie is an official Xero Connected App that brings your Xero client data and accounting documents into a secure, branded Client Portal.

Your team keeps working in Xero. Clients get self-service access to documents, payments and communication.

What connects from Xero

When you connect Xero, Portal Genie typically surfaces:

• Contacts — client records that enable secure portal access
• Invoices — available for clients to view and pay
• Statements — account summaries in the client portal
• Quotes — shared with clients for review
• Credit notes — visible alongside other accounting documents

Documents appear in organised folders within your Client Portal.

Client access through Xero contacts

Clients access the portal using the email address stored against their Xero contact record. The secure OTP login process matches their email to their contact — no separate registration required.

Read How Clients Access Your Portal.

Pay Now with Xero invoices

Clients can select Xero invoices and pay through Pay Now when you connect a supported payment provider such as Stripe or Peach Payments.

See Let Clients Pay Invoices Through the Client Portal.

Additional contacts

Where applicable, additional contacts linked to a Xero client record may also access the portal, depending on your configuration and contact setup.

Does Portal Genie replace Xero?

No. Portal Genie is the customer experience layer for businesses using Xero. Your team continues managing accounts in Xero while clients interact through the portal.

Explore the broader integration picture in Connecting Portal Genie to Your Accounting Software.

Book a demo to see the Xero-connected portal in action.