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Portali

Matches bank feeds, statements and invoices against ledger entries, routing unmatched items to review and producing close reports.

From $20/moActively maintained

FinanceWorkflow automationEnterprise
portali.tech ↗LinkedIn
Open portali.techAlternativesSet it up for my teamIs Portali yours? Claim the card →
At a glanceswept Oct 23, 2026

≈ 1visits/mo

Use not read yet · estimate, read Oct 23, 2026

For
CPAs, bookkeepers and accounting firms automating reconciliation and month-end close.
Price
From $20/mopricing page, read Oct 23, 2026
Activity
Actively maintainedsite updated 7 weeks ago
Company
Portali Technologies, Inc. · Domain since 2021site footer · domain registered
Runs as
API
Used for
  • match bank statements against ledger entries
  • route uncertain transactions to a human review queue
  • prepare p&l and balance sheet reports for clients
read off portali.tech on Oct 23, 2026
Worth knowingcomputed from what we read · each with its source
  • On the web since 2021, older than 86% of its shelfINITE Atlas
  • Has an MCP server (1 in the registry)public registry →
  • Publishes llms.txt, a file written for AI assistantsportali.tech ↗
Pricingpricing page, read Oct 23, 2026

From $20/mo

pricing page

Your datawhat they publish, each line with its page · read Oct 23, 2026

These are Portali's own statements, read from its pages. We did not audit them. A line that is missing was not found on the pages we read; it does not mean the practice is absent.

How a program reaches itfound, not claimed · read Oct 23, 2026
  • MCP servertech.portali/portaliverified in the MCP registry
  • Stateanswers, requires sign-inchecked 2026-10-23
  • Address to connectcopilotkit.portali.tech/mcp

MCP server details →

This card as JSON, for your agent →

Each line is something a program found when it went looking: the registry entry, the server's own answer, a spec that parses. A missing line means we did not find it, not that it does not exist.

Alternatives in Financeby use, among tools still maintained

Figure and bar: visits/mo, estimate · year: online since

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Questions this page answers
  • What is Portali?

    Matches bank feeds, statements and invoices against ledger entries, routing unmatched items to review and producing close reports. It is listed in the Atlas under Finance and made by Portali Technologies, Inc.

  • Who is Portali for?

    CPAs, bookkeepers and accounting firms automating reconciliation and month-end close.

  • How much does Portali cost?

    Paid plans start at $20/mo, per Portali's pricing page on 2026-10-23.

  • Is Portali free?

    No. Its pricing page showed no free plan on 2026-10-23.

  • Is Portali still maintained?

    Actively maintained: site updated 7 weeks ago.

  • Who owns Portali?

    Portali is run by Portali Technologies, Inc., per its site footer (2026-10-23).

  • What are alternatives to Portali?

    In Finance, by use: Numeric, Digits, Agicap, Accounting Seed, Beancount, BankSync.

How we read a tool

No votes, no reviews, no vendor claims. Every week a crawler reads each tool's own site and a few public registries, and the words on the card are bands over what it read.

  • Use: visits to the site (estimated), installs from npm and PyPI, presence in Chrome's usage report.
  • Activity: the newest release on GitHub, npm or PyPI; the newest dated page on the site; open roles on a public jobs board.
  • Price: the vendor's own pricing page, read with the date. A figure is printed only when it is on that page.
  • The line and the use cases are written by us from the homepage, one tool at a time, and refused when they repeat the vendor's marketing.

How AI assistants read each site — the reading vendors ask us about — is on each tool's own visibility page.

How we read every tool → · By INITE Atlas Desk