What is customer portal?

Customer Portal feature enhances transparency and streamline communication with a company’s customers and vendors.

With this feature, customers and vendors can securely log in to a self-service portal and access their financial information in real time. This includes invoices, account ledgers, and outstanding balances, ensuring they always have up-to-date visibility into their transactions.

The Customer Portal eliminates the need to manually share documents individually, offering a more efficient and seamless experience for both the company and its clients. It helps reduce follow-ups, improves accuracy, and enables better account management through a centralized platform.