Portal Genie

XEROCON SPECIAL

Your Client Portal. Connected to Xero. Built for Better Client Service.

Give your clients one secure place for documents, communication and the information they need — connected directly to Xero.

XEROCON EXCLUSIVE

30 Days FREE + 70% OFF for 3 Months

Start with a 30-day free trial. When you activate your paid account after the trial, get 70% off for the following 3 months. Claim below — your Xerocon coupon code will be sent to you; keep it for activation.

Xero Connected App

Official Xero Connected App

Everything Your Clients Need. One Secure Portal.

Deliver a professional client experience without changing how your team works in Xero.

  • Secure document sharing

    Share files securely in one place instead of chasing email attachments.

  • Invoices and statements

    Automatically surface invoices, statements, quotes and credit notes from Xero.

  • Client communication

    Keep conversations organised and connected to the client record.

  • Document requests & uploads

    Ask clients for what you need and let them upload documents securely.

  • Less repetitive admin

    Reduce resend requests and free your team for higher-value work.

  • Branded client experience

    Present your logo, colours and a professional portal your clients will trust.

How it works

From Xero to Your Client Portal

  1. 1

    Connect Xero

    Link Portal Genie to your Xero organisation in a few guided steps.

  2. 2

    Invite Your Clients

    Give each client secure access to their own branded portal.

  3. 3

    Give Them One Place to Get Things Done

    Documents, communication and self-service — all in one secure destination.

Exclusive offer

Exclusive Xerocon Pricing

Special pricing available for Xerocon attendees. Choose Core or Pro and claim your offer.

Prices shown in USD. Contact us for other currencies.

Core

The complete core Portal Genie experience.

Special Xerocon pricing

Claim the offer to lock in your promotional rate.

Includes 5 users

  • Secure client portal connected to Xero
  • Invoices, statements, quotes & credit notes
  • Client document access and uploads
  • Your logo and brand colours
  • Internal notes & document statuses

Pro

Everything in Core, plus branding and automation.

Special Xerocon pricing

Claim the offer to lock in your promotional rate.

Includes 7 users

  • Everything in Core
  • Your own portal web address
  • Send emails from your own domain
  • Schedule email campaigns
  • Remove Portal Genie branding

View Full Plan Comparison

Ready to Give Your Clients a Better Portal?

Bring documents, communication and your Xero-connected client experience together in one secure place.