Client portal & app
Everything your client needs to do. Without loose emails.
A professional portal and an app for iOS and Android, under your firm's name. Your client sees exactly what is needed and what has already been taken care of.
Welcome back, Marieke
Overview of Bakkerij De Molen B.V.
Revenue · Jan–Oct
+18%€249,600
Costs · Jan–Oct
+6%€171,750
Client questions
3
3 open · 6 handled
Revenue comparison
2026 vs 2025, revenue per month
Open client questions3
Shell Nederland−€64.50Upload receipt
Bol.com−€89.95Business or personal?
Coolblue B.V.−€1,249.00Invoice missingVAT Q3
€4,210.26
Payable · file by 31 October
8 of 9 items processed
Client questions for invoices and bank
One overview of what is outstanding, with bulk delivery via drag-and-drop.
VAT overview and profit and loss
Reports straight from the accounting software, always up to date and without exports.
Invoicing & quotes
Create, send and get paid for invoices and quotes via iDEAL.
Connect sources
Gmail, Outlook, WhatsApp, cloud storage and Mollie, so documents arrive by themselves.
Multiple companies and permissions
One account for multiple companies, with roles per user, for example only client questions for company X.
Bank connection status
Your client can see whether the bank connection is active, and so can you.
How it works
What your client does in the portal.
One central place for insight and action, under your firm's brand.
- 01
Sees what's open
Client questions for invoices and bank in one overview, alongside what is already taken care of.
- 02
Delivers documents
Bulk delivery via drag and drop, via the app or automatically via connected sources.
- 03
Answers questions
Every question sits with the right document or transaction, so the answer can be processed straight away.
- 04
Follows the numbers
VAT overview, profit and loss, and revenue and costs, straight from the accounting software.
Client questions
One overview for invoices and bank transactions.
You send missing information requests to the client; the client sees exactly what's needed. Answer in? Autoboeker processes it straight away.
- AI analysis of delivered documents with a score
- Ask questions in context while processing
- Preset message templates
- Works for foreign payments too
Bakkerij De Molen B.V.Coolblue B.V.Invoice€1,249.00Delivered9002318447 · 27 Sep 2026
No buyer VAT number
Total€1,249.00
Kantoor Verbeek · 28 SepTemplate: missing invoice details
This Coolblue invoice (€1,249.00) is in the name of a private individual. Could you upload the business invoice with the VAT number?
Marieke · via app · 29 Sep
That's right, here's the business invoice. It's a laptop for the new employee.
coolblue-9002318447-business.pdfAI analysis of the submitted document
Shell NederlandBankCould you upload the receipt for this fuel purchase?Requested
Jumbo SupermarktenBankCanteen costs or personal? Please upload the receipt.Delivered
ParkmobileBankBusiness trip? Please add a short explanation.RequestedBol.comInvoiceWhich items are these? The invoice has no description.ApprovedInvoicing & quotes
Your client invoices in the same place.
Create, send and manage invoices and quotes from the portal. Their customers accept and pay online.
- Quote to invoice in one click
- Own acceptance and payment page with iDEAL
- Automatic reminders
Invoices & Quotes
Manage and send your sales invoices
Total invoiced
€48,230.00
38 invoices
Total draft
€3,870.00
3 drafts
Outstanding
€7,344.04
6 invoices
Paid
€39,978.46
29 invoices
| Number | Customer | Date | Due date | Amount | Status |
|---|---|---|---|---|---|
| F-2026-118 | TETechVision B.V.F-2026-118 | 13-10 | 12-11 | €1,439.50 | Paid via iDEAL |
| F-2026-117 | DEDesign Studio VosF-2026-117 | 10-10 | 09-11 | €3,450.00 | Sent |
| F-2026-116 | BABakkerij De Gouden AarF-2026-116 | 01-10 | 31-10 | €72.54 | Paidvia iDEAL |
| F-2026-115 | VAVan Dijk ConsultancyF-2026-115 | 28-09 | 12-10 | €1,512.50 | Reminded |
| F-2026-114 | GRGreenLeaf HorecaF-2026-114 | 15-09 | 29-09 | €907.50 | Overdue |
| C-2026-004 | DEDesign Studio VosC-2026-004 | 12-09 | 12-09 | -€363.00 | Credit note |
| Concept | TETechVision B.V.Concept | – | – | €1,240.00 | Draft |
Connect
Documents arrive on their own.
Your client connects Gmail, Outlook, WhatsApp, cloud storage or Mollie. Documents arrive in the right administration.
- Gmail and Outlook in two clicks
- Receipts and invoices via WhatsApp
- Mollie for invoice payments via iDEAL, card and more
Connect8 sources connected
Documents from your client's tools, straight into the administration
Sources
This month
Gmailfacturen@demolen.nl23
Outlookadministratie@demolen.nl9
WhatsApp+31 6 ···· 44106
Google Drive/Bookkeeping/20264- + 4 sources
Email addresses
Purchasesinkoop.demolen@autoboeker.nl
Salesverkoop.demolen@autoboeker.nl
Live intake
Administration inbox
AllInvoicesReceipts- 09:42bon-shell.jpgvia WhatsApp·€64.50QuestionLinked to question
- 09:41factuur-coolblue.pdfvia Gmail·€1,249.00Recognised
- 09:38
factuur-kpn-oktober.pdfvia Gmail·€54.45DuplicateDuplicate flagged - 09:35
factuur-makro.pdfvia Google Drive·€312.18AI processed - 09:31
factuur-transip.pdfvia inkoop@·€18.15Booked
Features
Everything in the client dashboard and app.
Client dashboard, app and document delivery from our feature matrix. The VAT overview is available for Exact Online.
Per accounting software · Client dashboard & app
Exact OnlineAll features
TwinfieldPartly
SnelStartPartly
e-Boekhouden.nlPartly
Client dashboard & app
10- Client dashboard
- Mobile app for iOS and Android
- Deliver documents
- Answer client questions
- View reports
- VAT overviewExact Online only
- Revenue and cost insight
- Month-on-month comparison
- Dashboard for documents and client questions
- Reports per administration
Collecting documents
6- Upload by client
- Upload via client app
- Gmail integration
- Outlook integration
- WhatsApp delivery
- Mollie integration (payments)
Security & control
You decide who sees what.
One account for multiple companies, with permissions per user.
Permissions per user
For example, access to client questions for company X only.
Roles and permissions for your team
Unlimited users on the firm side, with roles per administration.
Bank connection status
Your client can see whether the bank connection is active, and so can you.
Traceable
Questions, answers and deliveries stay linked to the same context.
Who it's for
For firms that want clients to deliver professionally.
Less email traffic, everything in one central workflow.
Works with
Sources your client can connect.
Through Connect, documents and payments from your client's tools arrive in the portal automatically.
- Gmail
- Outlook
- WhatsApp
iCloud
OneDrive
Dropbox- Google Drive
SharePoint
Mollie
FAQ
Questions about Client portal & app
A targeted question to your client about an invoice, receipt or bank transaction with missing information. The question is linked to the document or booking, so the answer can be processed straight away.
Your client answers client questions in the client portal or in the app for iOS and Android. There they see everything outstanding in one place and can deliver files directly.
Yes. One account can have access to multiple companies, with permissions per user, for example only client questions for company X.
Yes. Users are unlimited. With roles and permissions you decide who sees which administrations and who may approve what.
Delivered documents are analysed with AI. If the answer is incomplete, you reject it or ask the question again, in the same context.
Yes. Client questions also work for foreign payments and documents, with foreign currency detection and the same process.
For accounting firms that want to speed up the month-end close, bookkeeping firms with lots of receipts, bank lines and client questions, teams that want to grow without extra manual work, and firms that want clients to deliver professionally.
Further reading
Related in the knowledge base.
Guides
What is pre-accounting? A guide for accounting firms
Pre-accounting is the groundwork before bookkeeping: collecting documents, coding, bank matching and asking clients for missing info. How it works, with AI.
9 min readRead the guideFundamentalsChoosing pre-accounting software: a checklist for firms
Checklist for choosing pre-accounting software: ledger support, recognition, bank matching, client portal, security, pricing models and contract terms.
12 min readRead the guideWorkflowsHandling client questions (vraagposten): a firm workflow
How to handle client questions (vraagposten) efficiently: when they arise, how to ask, follow up and process them, and how a client portal replaces emails.
9 min readRead the guideWorkflowsCollecting documents from clients: getting delivery in order
How to get invoices and receipts from clients faster: delivery channels, agreements per client and automatic collection from email, WhatsApp and cloud storage.
9 min readRead the guideWorkflowsProcessing purchase invoices: a complete guide for firms
How a firm processes purchase invoices: from intake and recognition to coding, checks, approval, booking and reconciliation. Manual, scanning or with AI.
12 min readRead the guideWorkflowsMonth-end close checklist for bookkeeping firms
Checklist for month-end and quarter-end close: all documents in, bank reconciled, suspense accounts cleared, accruals booked and VAT checked before filing.
10 min readRead the guideSee Autoboeker in your own administrations.
In a 30-minute demo, we show you how Autoboeker works with your firm's accounting software and way of working.
Cancel monthly · Free onboarding and check-ins · 30-day money-back guarantee
