Name: Portalink
Author: Portalink

Help Desk

Web and Video Conferencing

Customer Support

Agile Development

Changelog

Image Recognition

JavaScript Frameworks

Development

K-12 Online Learning

Education

Business Intelligence (BI)

Collaboration

Corporate Performance Management (CPM)

Desktop Publishing

Interactive Voice Response (IVR)

Supply Chain Management

Enterprise

Accounting

Payment Hubs

Finance and Accounting

Applicant Tracking

Corporate Learning Management

Credentialing

HR Management

Leave Management

Payroll

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

Cloud Brokers

Cloud Storage

Data Center Outsourcing (USA)

Data Lakehouse

Data Masking

Data Privacy Management

Ethernet Switches

Fraud Detection

IT Asset Disposal

IT Asset Management

IT Infrastructure Monitoring

Integration Platform as a Service (iPaaS)

Managed IT Service

Network Performance Monitoring

Network Security

Routers

Software Distribution

Tape Storage

Technology Business Management

Threat Hunting

Wireless LAN

Information Technology

A/B Testing

Account-Based Marketing (ABM)

Ad Serving & Retargeting

All-in-One Marketing

Brand Intelligence

Click Fraud

Content Management

Digital Signage

Email Management

Email Marketing

Graphics

Marketing Automation

Social Media Management

Survey & Forms Building

Swag Management

Web Analytics

Marketing

Project Management

Video Conferencing

Professional Services

Customer Relationship Management (CRM)

Presales

Trade Promotion Management

Sales

Animation

Equipment Rental

InsurTech

Insurance Policy Administration Systems

Laboratory Information Management

Lease Management

Legal Billing

Vertical-Specific

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Portalink is a data automation software that, according to the vendor, aims to enhance order accuracy and improve turnaround time for businesses. It is designed for small to large-sized companies across various professions and industries, including warehouse and distribution businesses, automotive, industrial, and hardware markets, retail and e-commerce companies, manufacturing companies, and supply chain and logistics companies.

## Key Features

**Customer Purchase Orders**: According to the vendor, Portalink automates Purchase Order processing with the goal of reducing manual data entry by more than 70% and eliminating errors. The middleware is described as flexible and user-friendly, acting as a virtual assistant and freeing up time for sales generating activities. The vendor claims that Portalink is capable of automating any document type from any customer, making it scalable across all customer accounts.

**Accounts Payable**: The vendor states that Portalink hyperautomates the Accounts Payable process, managing approval workflows, three-way matching, and unlimited business rules. The system is designed to ensure optimal Zero-Touch processing and seamless data transfer to the Finance ERP system. By accurately capturing granular line-level data, Portalink aims to identify duplicate invoices, overcharging, and substitutions, allowing only high-quality data to enter the financial system.

**Procurement Solutions**: Portalink Vendor Exchange is said to simplify the process of managing vendor catalogues and automating the EDI transaction exchange of Purchase Orders, Order Acknowledgements, ASNs, and Invoices. The vendor claims that this solution provides a richer experience for buyers and enables more suppliers to participate in a digital procure-to-pay solution. Portalink can be fully integrated with ERP systems and other systems to create a virtual showroom with secure web portals for sales reps and customers.

**Transaction Engine**: According to the vendor, Portalink automates ALL transactions, including Purchase Orders, Invoices, and ASN's, between organizations and suppliers. The system is described as system agnostic, adapting to the import/export file formats of any ERP, Accounting, or Finance system. Enhanced communication features are said to enable instant communication with pre-agreed messaging rules, aiming to improve relationships with trading partners.

**Data Integration**: The vendor states that Portalink adapts to the import/export file formats of any ERP, Accounting, or Finance system, requiring minimal effort from the IT team. The system is designed to be fully integrated with ERP and other systems, allowing for seamless bi-directional data exchange. Customized alerts and messages are said to be automatically triggered according to business rules, aiming to improve communication with trading partners.


User-Friendly Platform: Many users have found Portalink to be a very user-friendly platform that is easy to align with their processes and business systems. They appreciate the intuitive interface and how easily they can navigate through the different features. The simplicity of the platform has made it easy for new staff members to quickly learn and adapt to using it.

Customizable Solution: Several reviewers have praised Portalink for its customization options, allowing them to tailor the solution to perfectly fit their needs. Even though most of the required features were already available, being able to customize certain aspects has provided users with a more personalized experience. This flexibility in customization has been highly valued by customers.

Accurate Data Extraction: Users have expressed high satisfaction with Portalink's unique approach of extracting data directly from PDFs based on templates instead of relying solely on OCR technology. This method has proven to be effective in accurately picking up details when mapped correctly. Reviewers appreciate how this feature eliminates any errors or discrepancies that might occur during manual entry or traditional OCR methods.

Cumbersome Email Linking Process: Some users have found the process of linking email addresses to customers in Portalink to be cumbersome and problematic, especially when customers change locations. 

Limited Reporting Options: Several users have expressed a desire for more diverse reporting options or the ability to create custom reports within the Portalink dashboard.

Difficulties with Order Mapping: A number of users have mentioned difficulties with order mapping in Portalink, although they acknowledge that there has been improvement. Some orders are not recognized or configured properly, resulting in manual entry or incorrect population.

Portalink has proven to be a valuable tool for businesses looking to streamline their order processing operations. Users have found that the technology allows for quick and efficient automation of customer orders, greatly reducing the need for manual entry. By automating the order process, Portalink ensures accuracy and minimizes the risk of manual errors in data entry.

One of the key use cases of Portalink is its ability to significantly reduce the volume of manual order entry. This has led to improved processing efficiency for internal teams, allowing them to focus on more value-added tasks rather than spending time manually inputting orders. Additionally, the system's fast order processing capabilities have contributed to improved service levels, providing customers with quick email confirmations and enhancing overall satisfaction.

Another important use case of Portalink is its ability to handle DropShip accounts and automate manual order entry. Customers find it easy to supply their orders through Portalink's user-friendly interface, while businesses benefit from the ability to quickly upload these orders into their ERP system for seamless processing. The system's diverse range of functionalities also makes it a valuable tool for integrating with other software, such as Netsuite, although some compatibility issues may arise.

In summary, Portalink has emerged as an effective solution for automating order processing and improving operational efficiency. Its ease of use, accurate automation, and integration capabilities make it a valuable asset for businesses looking to streamline their order management workflows.

AvidXchange is an automated bill payment system.

AvidXchange

BILL is an online service for SMBs which provides a central dashboard for managing Accounts Receivable, Accounts Payable, and cash flow management. It syncs with all major accounting systems like QuickBooks, Sage, Intaact, and NetSuite.

Essentials

Team

Corporate

BILL

Portalink

Accounts Payable

Features found in accounts payable software products

Automated Accounts Payable Processes

Accounts payable processes are automated based on pre-determined workflows.

Vendor Management

Holds information related to vendor terms and contracts.

Tax Form Preparation

Allows users to create and share tax forms within the platform.

Payment Management

Features that allow for the management of payments across various forms of finance/accounting software.

Customizable Approval Policies

Policies for different types of approvals can be customized, sent to multiple approvers, automatically approved, etc.

Financial Document Management

Invoices, expense reports, and associated documents are stored within the platform for any future needs.

Payment Status Tracking

Tracks what stage payments are at in the process, from approval to receipt.

Payment Audit Trail

Allows admin users visibility into the entire payment process, from receiving the expense claim or invoice to the payee receiving payment.

Duplicate Bill Detection

Detects duplicate invoices or expense reports to prevent double payments.

Advanced OCR

Automatically imports information from invoices, receipts, expense reports, and other 
scanned documents into the platform.

Electronic Funds Transfer

Funds can be transferred via EFT as opposed to paper checks.

PCI Compliant Security Measures

Banking and finance information is protected according to Privacy Shield and GDPR standards.

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Portalink

Overview

What is Portalink?