Add New Portal
I would love the ability to connect my own portals if possible. Reason being is that a lot of them are smaller or local companies that will probably never make it to your integration list. Things like local utilities and niche specific stores. None of these businesses send PDF invoices and many of them don’t automatically email payment confirmations either. The ones that do don’t always include the essential details necessary for bookkeeping either so I need to login and manually download the invoices.
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Comments1
Miquel Palet López
May 2, 2025
Thanks Whitney for the post! This is currently something we’re investigating on how could work. It’s a technical and security nightmare, but I’m sure we’ll find a solution down the road.