Portal overview
The separate surface where SMEs send receipts to their accountant.
The Kiravy client portal is a separate surface for the SME — the business whose books your accounting firm keeps. It's not where accountants work; it's where the business owner (or their office clerk) sends in receipts and sees what the firm has done with them.
The portal is intentionally small. One job, done well.
Who the portal is for
| Person | Why they'd log in |
|---|---|
| Business owner | Snap a photo of every receipt, see the firm hasn't missed any |
| Office admin / bookkeeper | Bulk-send the month's expense receipts |
| Accounts-receivable clerk | (Future) See AR aging from their side, chase debtors |
Not for: the firm's own accountants. They use the main Kiravy app at /login, with the full surface.
Two different sign-in URLs. Firm staff sign in at /login. Portal users sign in at /portal/login. The systems share Kiravy's auth backbone but the surfaces are completely separate — you can't accidentally land in firm UI as a portal user, or vice versa.
Getting access
You don't sign up for the portal yourself. Your accountant invites you.
- Your firm goes to Client → Settings → Portal users → Invite
- They enter your email and pick your role (Owner / Staff)
- You get an email with a one-time invitation link, valid 7 days
- Click → set a password (if you're new to Kiravy) → you're in
If you already had a Kiravy account because you're a portal user for another client too, the link just adds the new client to your access. Same email, same password, two clients.
Owner vs Staff
When the firm invites you they pick a role:
| Role | Meaning today | Coming later |
|---|---|---|
| Owner | Same access as Staff today | Signing off on key documents, billing visibility |
| Staff | Upload receipts, see your own upload history | (same) |
The split is mostly for the firm's own record-keeping — they can tell at a glance which contact is the principal. The functional differences will land as the portal grows.
What you see after signing in
A single page. At the top: the business name and your firm's logo. Below: a big drop-a-receipt-here zone and a list of your recent uploads.
That's it. No client list, no chart of accounts, no AI conversations, no transactions list. The portal is a focused tool for sending receipts and tracking what happened to them.
What you can't see
By design:
- Other clients your firm handles — you only see your own business
- The accountant's view of your data — what they edit, the chart of accounts, the AI chat
- Other portal users on your team — even if your firm invited two of you, each person sees only their own uploads
- Your accountant's internal notes about your business
- Other team members' uploads from your own business — each portal user has a separate upload history
This isn't a "feature gap" — it's a deliberate privacy split. The portal shows what you sent, not what the firm does with it.
Mobile
The portal is mobile-first. On a phone:
- 📷 Take photo button opens your camera directly — snap a receipt at the counter
- Pick from library opens your gallery / files app
- Everything else (the recent-uploads list, sign in / out) is responsive too
The desktop version is the same workflow with drag-and-drop added on top.
Signing out
Sign out button in the top-right of the portal header. Clears your session immediately.
Forgot password
On the /portal/login page → Forgot your password? link → enter your email → check your inbox for a reset link.
The portal and firm side share the same password reset infrastructure — if you're a portal user for one firm AND a firm-staff user for a different one (rare, but possible), the same password gets you into both.
How this fits with the firm side
When you upload a receipt from the portal:
- The file lands in Kiravy storage (private, encrypted)
- Kiravy AI immediately starts reading it (vendor / date / total / SST)
- Your firm's accountant gets the receipt in their Needs review queue
- They review the extracted fields, fix anything wrong, and Save — turning it into a transaction in your books
- Your portal's Recent uploads shows the status update (Reviewing → Saved)
The firm always processes the receipt — you can't bypass them, and they can't be bypassed. That's the whole point of having a separate portal: you focus on getting the paper in, they focus on getting the books right.
What's coming
- Preview AI-extracted fields in the portal — you'd see what Kiravy AI read before the firm reviews, and could flag obvious mistakes
- Bulk upload — multiple receipts in one drop
- Document types beyond receipts — invoices, contracts, bank statements
- Two-way messaging — your firm can ask "what was this for?" without leaving Kiravy
- AR-side visibility for businesses that want to see their outstanding invoices from the portal
What's next
- Uploading receipts — the day-to-day flow
- (Firm side: Receipts) — what your accountant does with what you send