Client Portal

Client Invoice Upload Portal for CA Firms

One link per client • No login • Upload from phone or desktop

Give every client a dedicated invoice upload portal. Cyntrova reads each invoice, verifies GST fields, catches duplicates, and prepares it for review before Tally export.

No client login Per-client isolation PDF/JPG/PNG support
Best for
Indian CA firms collecting invoices from many clients
Client experience
Open link → upload invoice → done
Firm control
Review exceptions before exporting to Tally

How the portal works

When your firm adds a client in Cyntrova, a unique portal URL is generated for that client. You share it once (email/WhatsApp). From then on, invoices come directly to the right workspace without mixing across clients.

What clients can upload

PDF, JPG, PNG — including scanned and photographed invoices. The portal is designed for low-friction client uploads without apps or logins.

What your team gets

AI-extracted fields and GST verification results so reviewers can focus only on flagged invoices. Approved data is exported as Tally-compatible XML for manual import (no silent pushes).

Next step
See the end-to-end workflow, then join the waitlist.

Client portal → extraction → GST verification → review → Tally XML export.