Set up a client portal

Create branded client portals so each client connects their own bank accounts while you manage the feeds and data from one workspace.

5 min read

On this page

What a client portal is
Step 1: Create a portal
Step 2: Set what clients can do
Step 3: Invite the client
What the client sees and does
How the data flows back to you
Confirm it worked
Next steps
Related guides

If you manage bookkeeping or accounting for multiple clients, a client portal lets each client connect their own bank, card, and investment accounts in a space that carries your name. You stay in control of the data: every portal rolls up into your workspace, so you can build feeds and read every connection from one place.

Creating a portal and inviting a client.

Before you start

Portals are a Pro feature. You need the Professional or Business plan, plus admin or owner access on your workspace. On a lower plan the Portals tab still appears but shows an "Upgrade to unlock" panel instead of the create flow.

What a client portal is#

A portal is a dedicated child workspace that belongs to one client. It keeps that client's accounts isolated from your own and from your other clients, while still sitting under your single subscription.

Client-owned banks

Each client connects and authenticates their own accounts inside their portal.

Rolls up to you

You and your admins automatically have access to every portal you create.

One subscription

Every portal is billed under your plan. No separate signup for the client.

Step 1: Create a portal#

Create your first portal

Open the Portals tab
From your workspace, select the Portals tab in the top navigation.
Start a new portal
Select the New portal card (the dashed tile with the plus icon).
Name and brand it
In the New portal dialog, type a Portal name (for example, the client's company). Select the icon button to the left of the name to pick an icon that represents the client.
Invite the client now (optional)
Under Invite a client (optional), enter the client's email and choose a role: Editor or Viewer. You can also leave this blank and invite later.
Create it
Select Create portal. BankSync opens the new portal and, if you entered an email, sends the invitation right away.

The Portals tab grid showing three client portal cards (Acme Co with 3 banks and an Active status pill, Smith Family LLC with 1 bank and Active, Bright Capital with no banks yet and an Awaiting client status) plus a dashed New portal tile labeled 'Invite a client to share their bank connections'. — The Portals tab: a card per client plus the New portal tile.

A portal's branding is its name and icon. There is no separate logo or color upload: the name and icon are what your client sees on the invitation and inside their portal.

Step 2: Set what clients can do#

Open the portal (select its card) to reach its settings. The Access tab holds the Client permissions that govern what people invited to this portal can do:

Clients can connect banks when on, the client can add their own bank connections. When off, only you (the owner) can add bank connections to this portal.
Clients can create feeds lets the client write data into Google Sheets, Notion, or Airtable, including connecting new integrations.

Use the Resources tab to control what this portal works with. It shows at-a-glance counts (Banks, Feeds, Members, and more), and it is where you pick which of your banks, feeds, and integrations the client portal can see, so a client only ever sees the resources that belong to their engagement. You can also set optional per-portal Resource limits such as Max banks. Leave a limit blank for no per-portal cap. Per-portal limits always sit under your plan's overall quota.

The Resources panel of an open client portal: summary count tiles across the top for Banks, Feeds, Members, and Integrations, followed by sections listing the firm's banks, feeds, and integrations with a selection control beside each row to choose which ones this client portal can see (two banks and one Google Sheets integration are selected for the Acme Co portal), and a Resource limits area at the bottom with an optional Max banks field left blank for no per-portal cap. — The portal's Resources panel: pick exactly which banks, feeds, and integrations the client portal can see, and set optional per-portal limits.

Changes on these tabs save automatically; a small badge in the dialog header confirms when a change is saved.

Step 3: Invite the client#

If you did not invite anyone during creation, open the portal and go to the Members tab.

Send an invitation

Enter the client's email
In the Invite a client section, type the client's email address.
Choose a role
Pick Editor or Viewer. Editors can connect banks; viewers can only see status.
Send it
Select Send invite. The client receives an email with a link to sign in and connect their bank.

The invitation appears under Pending invitations until the client accepts. From there you can copy the invite link, resend the email, or cancel the invitation. Invitation links expire after 7 days; use the resend action to issue a fresh one.

What the client sees and does#

When the client opens the invite link, they sign in and land directly in their own portal. They do not see your other clients or your main workspace. If you gave them the Editor role and left Clients can connect banks on, they:

Choose to add a bank connection.
Authenticate with their bank through the secure connection flow (the same flow described in Connecting banks).
See their connected accounts inside the portal once the connection completes.

Viewers can sign in to see status but cannot connect banks or create feeds.

How the data flows back to you#

Because a portal is a child workspace under yours, you and your admins have access without a separate invitation. Once a client connects an account in their portal, that connection and its data are available to you. You can build and manage feeds that read from the portal's banks, so the client handles authentication while you handle the reporting. For programmatic access across all portals at once (the scope=family parameter), see the developer portals reference.

Confirm it worked#

You have set up a portal correctly when:

The portal appears as a card on the Portals tab with the name and icon you chose.
The client's invitation shows under Pending invitations (before they accept) or the client appears under Members (after they accept) on the Members tab.
After the client connects an account, the Resources tab shows a non-zero Banks count.

Troubleshooting

No Portals tab? The tab is hidden for members below admin (editors and viewers do not see it), inside the browser extension, and when you are already inside a portal: open your main workspace as an admin or owner. Tab shows "Upgrade to unlock" instead of portals? Your current plan does not include portals; upgrade to Professional or Business. Client did not get the email? Check the Pending invitations list, then use the resend action or copy the invite link and share it directly (links expire after 7 days). Client cannot connect a bank? Make sure they have the Editor role and that "Clients can connect banks" is on in the Access tab. "Portal limit reached"? You have used all the portals your plan allows; upgrade or add portal capacity from billing.

Next steps#

Once a client has connected their accounts, set up a feed to send that data into your reporting tools.

Create your first feed

What your clients see: the same flow from the invited client's side, including role limits.
Creating your first feed: build the feed that reads from your client's newly connected banks.
Changing your plan: portals are included on Professional (5) and Business (20).
Workspaces and team members: how roles and membership work in your main workspace.