01
Scope
Decide what customers need first
Choose the account records and documents that remove the most back-and-forth for your team. Set a focused first scope that solves the admin drag quickly.
For wholesalers, service businesses & legacy ERP teams
Let customers self-serve while you keep your system
The documents are already there. Your customers just can't see them yet — and each time they ask, your team ends up in the middle. Now they don't have to.
No commitment. A focused recommendation for your setup, nothing more.
How it works
Set it up once. Customers self-serve.
InvoicePortalX is a read-only layer on top of your existing system. Nothing below it changes.
Your existing system
ERP, accounting, or back-office. Unchanged.
InvoicePortalX
Read-only. Does not write back.
sits on top
Your customers
Self-serve invoices, statements, and account records
02
Launch
Map data, brand the portal, go live
We map your data, apply your branding, choose the simplest connection method, and run go-live checks. Most first portals are live within a few weeks of scoping.
03
Expand
Self-serve runs. Expand only if needed.
Once live, keep it focused or add more document types, accounts, or deeper integration if there is a clear business case.
Portal scope
Customer account access, with your team in control
The portal surfaces only what each customer is permitted to see. Your team controls access, reviews data, and keeps full oversight.
Customer self-service
Customer account records and documents in one place
Customers log in, find what they need, and move on. Fewer requests to your team. Each account only sees the records it is allowed to access.
- See invoices, statements, balances, and linked documents in one place
- Search and download account documents without resend requests
- Customers can see when data was last updated, so they know how current their records are
- Email notifications when new documents are added, sent from your own domain or the built-in mail service
Account oversight for your team
- View account dashboards, imported data, and linked documents
- Control customer access, account setup, and routine admin
- Manage data connection settings and API credentials directly from the admin panel
- Maintain oversight. Every admin action is logged.
Roll out in phases, without deep integration on day one
Start with the simplest connection that gets the portal live. File-based can be enough to start. You can deepen the integration later if it adds clear value.
- Launch focused on the requests that create the most admin work
- Use a light initial connection while existing systems stay unchanged
- Deepen the integration only when it's worth the effort
Why it matters
You already have the data. Customer access is the gap.
The ask is usually the same: a customer wants a document that already exists, and someone on your team stops what they're doing to find it, attach it, and send it. The goal is to close that gap without touching your existing setup. That's why I built this as a focused layer rather than another full platform — the problem doesn't need a replacement, it needs a front door.
Is it right for you?
When this fits best
Best for businesses that need customer self-service without taking on a full replacement project.
Good fit
Account admin is slowing your team down
- Your team keeps resending account documents.
- Customers regularly ask for account information that already exists in your business.
- You want customer self-service without replacing your current ERP, accounting, or back-office system.
- You want a read-only rollout with direct access to the founder, not a ticket queue.
Not a fit
If you need payments, collections, or a full system replacement
- Your current platform already gives customers reliable self-service access.
- You need customers to pay through the portal.
- You need a full collections or debtor-management workflow on day one.
- You are replacing your ERP, accounting, or back-office platform right now.
- You cannot provide the invoice and account data needed for rollout.
Pricing
Straightforward pricing. No surprises.
One-time fee to launch. Monthly access to stay live. Optional support and custom work priced separately.
01
Launch
First live rollout
Covers the agreed scope to get your first live portal in place.
- Scope focused on reducing repeat account admin
- Branded portal setup and customer access configuration
- Initial data mapping, first data-flow setup, and launch checks
- Go-live guidance with clear next steps
Fixed project fee
Paid once. Scoped after your launch plan request.
02
Stay live
Hosted portal access
Keeps the live portal hosted, available, and maintained after go-live.
- Branded customer portal with secure login
- Hosting, uptime, routine maintenance, and security updates
- Standard support for the hosted portal after launch
From $99/mo
Monthly or annual by agreement.
+
Optional
Support and custom work
Add founder-led help when you need more than standard hosted access.
- Custom integration, data-flow setup, and deployment work quoted separately
- Non-standard workflow, environment, or self-hosting requirements
Scoped separately
Only if you need more than standard hosted support.
FAQ
Common questions before launch
The questions we hear most before someone gets started.
No. InvoicePortalX works alongside your ERP, accounting, billing, or back-office system.
Customer self-service covers the account records and documents that drive the most requests: invoices, statements, balances, and linked PDFs.
Yes. Read-only by design. It does not process payments and does not write back to your system by default. If your source data already includes payment links, those will display in the portal as part of the account record.
Yes. Customers can receive email notifications when new invoices or documents appear in their portal. You can use the built-in InvoicePortalX mailer or provide your own SMTP details to send notifications from your own domain.
Both options are available. File-based connection is the simpler starting point. Direct API integration is also available for setups where a push-based connection makes sense — scoped as part of the launch. After launch, connection credentials and settings are managed directly from the admin panel.
A branded read-only portal with customer login, agreed account information and documents, and admin controls for your team.
Your team can manage day-to-day administration, branding, and customer access. Hosted access keeps the portal live, with optional founder-led help when needed.
Pricing covers the launch fee, ongoing hosted access, and optional support or custom work scoped separately. Hosted access includes standard support.
Yes. Hosted is the default for speed and simplicity, and self-hosted deployment can be scoped where required. Self-hosted means deployed under your own domain, your infrastructure. We provide a container image and deployment guidance.
Yes. InvoicePortalX is single-tenant by design. Each organisation's data is isolated. Your data is never pooled with another business's records. Customers only see the records they are permitted to access, and admin activity can be audited.
Next step
See what customer self-service looks like for your setup
Tell us your current system, how customers get account information today, and where the friction is. We'll reply with a clear launch recommendation and next steps, including first-launch scope, best-fit hosting, and indicative pricing.
Tell us your setup. We'll tell you what makes sense — including if it's not the right fit.