Approval and claims portals for finance teams

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

Describe it to Pory

“Staff raise purchase orders, finance approves or rejects them, and approved orders are marked fulfilled when they arrive.”

Viewing as

Purchase orders

Purchase orders to decide

Add
Pending2
Approved1
Ordered1
Received1
Rejected1
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A purchase-order approvals portal, one of the 5 portals below. See how it works

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 every portal is built from

Pory generates a portal from these pieces and wires the permissions between them. The same parts run a grant round, a help desk, and a tenant portal — only the names on the pages change.

Collect

Forms

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

Public pages

An application page, a notice board, an open directory — pages and forms anyone can use without signing in, on your domain.

Self sign-up

People create their own account and land in the role you chose for them.

File attachments

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

Decide

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.

Checklists

Task lists ticked off per record, with progress — onboarding runs, inspections, opening duties.

Assign to a person

Name who a record is for and it lands on their list, and nobody else's.

Notes & scores

A reviewer's score, a coach's feedback, a clinician's note — kept on the record it belongs to, never lost in a thread.

Reminders by date

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

Share

Tables

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

People directory

Portraits, names, and roles from a table, shown only to the roles allowed to see them.

Calendar

Records on a month or week view, by date.

Gallery & image grid

Records as cards or photos.

Record pop-up & linked records

A shareable pop-up with a record's details and what's linked to it. Edit, change status, or add a linked record from there.

Notices & info pages

Check-in details, benefits, updates — a page for a role to read.

Counts, totals & averages

Live figures over the rows a viewer is allowed to read.

Control

Role & row access

Own, assigned, managed, and team rows; hidden fields per role. Generated from your description, not configured field by field.

No-Password Doors

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

Your brand

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

On purpose

Four things Pory won’t do

A portal runs a program, a service, or a process. These jobs belong to tools built for them, and Pory keeps the records around them instead.

Take payments

Pory tracks who owes what and who has paid. It doesn't collect the money — keep your payment tool for that.

Book time slots

Availability, capacity, time zones, and reschedules are a whole product. Pory holds what happens after the booking.

Host the conversation

No feeds, threads, likes, or polls. A note on a record, yes; a forum, no. Where members talk is another tool's job.

Plan routes

Pory keeps the service record, not the map.

Frequently asked questions

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.