How it works
From portal to ERP. Every customer action triggers a company process.
Orders, payments, documents and communications in a single shared and integrated space.
Access and authentication
The customer accesses their reserved area with secure credentials and a profile personalized by role
Order creation or consultation
The customer creates new orders or checks the status of existing ones independently
Access to documents and invoices
All documents relating to the commercial relationship are available in a single digital space
Digital payment
The customer makes payment directly from the portal, with structured data integrated into finance systems
Ticket opening and communications
Requests, reports and communications are managed in a structured and traceable way
Downstream process activation
Every customer action automatically triggers O2C and P2P flows in company systems
Features
A single space for every customer interaction
Orders, invoices, payments and communications in a shared, integrated and always up-to-date environment.
Beyond simple consultation
The customer portal is a space shared with customers where you can not only consult information and documents, but also create and submit orders, monitor their progress and open requests or reports in a structured way.
- More efficient and structured customer relationships
- Self-service approach that improves the customer experience
- Greater efficiency and service quality
Maximum visibility on orders and requests
Order monitoring and tracking give customers full visibility on progress without having to resort to requests or reminders. The company benefits from greater transparency and a smoother customer experience.
- Transparency towards the end customer
- Reduction of calls, emails and reminders
- Better process control
Integrated digital payments
Allow customers to pay invoices, receipts and notices directly from the portal, turning the reserved area into an operational tool for collections management as well. Integration with leading payment providers enables fast, secure and traceable methods.
- Direct payment via customer portal
- Integration with payment providers such as Stripe, Adyen, GoCardless
- Support for digital payment tools and SEPA bank transfers
Communicate better with your customers
Centralized management of order-related communications and tickets lets you handle requests and anomalies in an orderly and traceable way. This improves service quality, reduces response times and limits information dispersion across different channels.
- Structured ticket and request management
- Orderly and traceable communications
The comparison
Without vs. with our platform
Traditional management
Today
Orders via email and phone
The customer communicates in an unstructured way, with risk of errors and delays.
Continuous requests to the internal team
Order status, invoice copies, reminders: every request occupies internal resources.
Slow and unstructured payments
Manual bank transfers, email receipts and complex reconciliations slow down the receivables cycle.
Communications scattered across multiple channels
Unstructured emails, phone calls and chats make it difficult to track customer interactions.
Discontinuous customer experience
The customer must interact with different tools and channels for each type of request.
With Digital Technologies
Tomorrow
Structured self-service
The customer creates and submits orders directly from the portal, with data immediately integrated into company processes.
Autonomous visibility
The customer finds everything independently in the portal, without having to contact the team.
Integrated digital payments
Direct payment from the portal with structured data automatically linked to the invoice.
Integrated ticketing
Requests and communications managed in an orderly, traceable and always reconstructible way.
Smooth customer experience
A single access point for orders, invoices, payments and communications.
Benefits
Objective: customer loyalty
By adopting a customer portal designed around your needs, you balance the benefits of automation in terms of operational efficiency with a smoother and more pleasant customer experience that promotes loyalty.
Enhanced customer experience
Self-service enables customers to get immediate answers, create orders and, in general, operate independently, improving service perception and experience quality.
Reduced load on internal teams
Direct customer access to orders, documents and information reduces manual requests, emails and reminders, freeing internal resources and improving overall productivity.
More scalable and sustainable business
By standardizing and digitizing the customer relationship, you can manage a growing number of interactions without proportionally increasing complexity and operating costs.
Resources
Insights and thought leadership
AI Agents in P2P, O2C and Supply Chain: from strategy to concrete results
Beyond theory: how AI Agents generate value, from invoice reconciliation to supplier qualification.
The EMEA e-invoicing landscape 2026–2030: what you need to know
Between ViDA, national rollouts and new obligations outside the EU: how to navigate the EMEA e-invoicing landscape.
AI Agents: how to automate finance processes and support CFO decisions
Intelligent automation to free up time and accelerate the CFO's strategic choices.
Contact us
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FAQ
Frequently asked questions
Everything you need to know about the solution