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Finance approval portals for small teams

Purchase orders, claims and applications come in through forms, finance approves or declines with a reason, and requesters follow their own status.

Finance portals you can build

Requests

Invoice & payment tracking portal

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Requests

Purchase-order approvals portal

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Requests

Compliance document collection portal

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Requests

Insurance claims portal

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Requests

Loan application portal

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In plain English

What is a finance approvals portal?

A finance approvals portal takes requests that need a money decision (purchase orders, claims, applications) and moves each through review to a decision, with the reason recorded and the requester able to see where it stands. Pory generates one from a plain-English description, with flat pricing that never charges per requester.

The parts behind finance portals

Each one reads and writes the same records, so a form, its approval and the status page someone checks are one system. How Pory builds a portal

Collect

2 parts

  • Forms

    Signed-in or public, with typed fields and file uploads. A form files a record; it doesn't start an email thread.

  • File attachments

    Upload and view files on the record they belong to, not in a folder named FINAL v2.

Decide

4 parts

  • Approve / reject with a reason

    Decision buttons for whoever may edit the status. Who decided, when, and why stays on the record.

  • Status tracker

    “Where's my request?” answered as a progress bar on the submitter's own page.

  • Board by status

    Cards in columns. Drag a record to move it along.

  • Reminders by date

    Renewals, expiries and overdue work, in an in-app inbox and by email.

Share

2 parts

  • Tables

    Search, filters, sorting, inline add and edit. The spreadsheet, minus the sharing accident.

  • Counts, totals & averages

    Live figures over the records a viewer is allowed to see.

Control

3 parts

  • Who sees which records

    Each person sees their own records, the ones assigned to them, or the ones they manage. Fields can be hidden per role. Pory sets this up from your description, and you can adjust it in the editor.

  • Passwordless sign-in

    A sign-in link by email, by default. Password sign-in if you'd rather.

  • Your brand

    Your domain, your colors, your logo. Members see you.

Frequently asked questions

Yes. Staff raise a purchase order, finance approves or rejects it with a reason, and the requester follows it through to fulfilled.

Yes. Pory scopes each client's login to their own invoices and what's outstanding.

No. Pory tracks what's owed and what's been paid; your payment tool collects the money.

No. Every paid plan includes unlimited users, so every employee or client can have a login at no extra cost.
Related:WorkplaceCommercialAll use cases

Your finance portal starts with a sentence.

Describe who it's for and what each person needs, then send the invite. Unlimited members, flat price.

See pricing · How Pory builds a portal