How the Xero Integration works
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Accounting documents stay synced with Xero in real time
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All data remains secure and limited, to only what's needed.
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Only basic customer contact information is accessed at the time of the initial connection in order to create personalized portals.
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Accounting data is not stored by The Portal Genie, it is retrieved in real-time from the accounting software when a customer(visitor) views information inside their portal.
Smart login link
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Portal owners can display their link anywhere, e.g. website social channels, emails, sms ,WhatsApp etc.
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An OTP Process is initiated using the e-mail address or phone number associated with client contact info on file in the accounting software.
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A second layer password can be implemented for additional security.