Intake
Most requestedReads POs, vendor bills, carrier invoices, labels, EDI files, reports and drawings. Checks they are complete and drafts the ERP entry.
Portal by Webisoft
The busywork in your operations, done.
Portal takes in the POs, bills, emails and requests your team handles by hand. AI reads each one, drafts the next step and sends it where it belongs: your ERP, your CRM, your accounting or the right person. Someone on your team approves, and nothing else changes.
Works with the ERP, CRM, inbox, accounting and chat tools your team already uses.
In business since 2016
4.9/5
4.9/5Intake takes it inAI interprets itIt feeds your ERP, or is redirected
What operations leaders told us this year.
We spent 2026 on calls with manufacturers, distributors and service companies. Almost nobody asked for new software. They asked us to take the manual work off their team.
We retype every customer PO into the ERP. Similar part numbers mean typos and wrong quantities.
Hydraulics manufacturerSomeone checks every carrier invoice against our freight rates by hand. Thousands a month.
Flooring distributorTo quote a plant we export every sub-assembly to spreadsheets, then swap parts and hours line by line.
Equipment builderVendor bills get typed in and coded to the right ledger account by hand.
Steel fabricatorOne planner reads every sales order to group the same models into build packets.
HVAC products manufacturerI key every order twice. Once in accounting, once in the CRM.
Industrial equipment importerNobody can tell me yesterday’s revenue without ten minutes of digging.
Bakery brandService requests come in by email and most still get dispatched by hand.
Food-service equipment service company
One app. Start with one module.
Every module shares the same connections to your systems, so the second one is a setting, not a new project.
Capture
Get the work in without retyping it.
Redirect
AI reads each item and sends what is not an ERP entry to the system where it belongs: your CRM, Slack, Teams, accounting or service desk.
Inbox Agent
Sorts shared inboxes by intent and urgency, answers stock, price and order status from ERP data, and routes the rest to Slack or Teams.
Floor Capture
Reads machines, dock-door scanners and job clocks. Read-only to the equipment, and cleans bad punches before anyone reports on them.
Decide
Turn it into a draft a person approves.
Quote Builder
Most requestedStarts from a past job, a drawing or a request. Pulls cost sheets and price books, asks suppliers for price and lead time, applies your margin rules.
Planner
Turns open orders, stock and history into action lists: ship dates, build packets, buy lists and purchase orders, one list per team.
Ask Your Data
Plain-language questions over your ERP history and your manuals, with access by role.
Engineering Assist
Finds past designs that match a new one and automates repeat CAD steps. Can run fully on your own machines.
See
Know where things stand.
Ops Dashboard
One live view across ERP, e-commerce, point of sale and floor data. Monthly KPIs built for you.
Serve
Let customers and technicians help themselves.
Customer Portal
Orders, invoices, statements, tracking, returns and service requests, each customer seeing only its own data.
Service Desk
Creates jobs from calls and emails, sets priority by customer SLA and proposes the right technician.
Connect
Keep every system in step.
Connector Hub
Two-way sync with your CRM, accounting, inventory, e-commerce, POS, PLM and MES. Enter it once, see it everywhere.
Data Cleanup
Rerunnable cleanup of item masters and BOMs, with an import file and a change log. Nothing reaches production without sign-off.
In, read, interpreted, approved, posted.
- In
It arrives the way it does today
Email, PDF, spreadsheet, scanner, machine. Your customers and suppliers change nothing.
- Intake
Portal does the typing
Intake reads the document, checks it against your data and drafts the entry, quote or reply.
- AI · Redirect
It goes to the right place
AI interprets each item and routes it: an order to the ERP, a lead to the CRM, a question to the right person in Slack or Teams.
- Approve
A person says yes
Your team reviews in Teams, Outlook, Slack or the Portal queue, and fixes anything in one click.
- Post
It lands in the right system
The approved record posts to your ERP, CRM or accounting, with a log of who approved what and when.
- Customer PO · PDFpurchasing@ customerSales order draftedPart numbers matched to your item masterApproveEdit
- Vendor bill · emailap@ inboxBill draftedMatched to the PO, ledger account suggestedApproveEdit
- Carrier invoicefreight@ inboxCharge recheckedRecalculated from your rate table, mismatch flaggedApproveEdit
- Quote requestsales@ inboxQuote draftedBuilt from a past job and your margin rulesApproveEdit
Approved drafts post to your ERP. Nothing posts without a yes.
Built the way operations teams asked.
A person approves first
Every entry, quote and reply starts as a draft. Nothing reaches your systems or your customer until someone on your team says yes.
Beside your systems, not instead of them
Your ERP, CRM and accounting stay where they are. No migration, no new software to learn, no retraining the whole company.
Read-only where it matters
Machines, production databases and fragile legacy systems are read, never written, unless you decide otherwise.
Your data stays yours
Hosted for you alone, or run on your own servers. Your documents never train a shared model.
Where your team already works
Approvals and alerts in Microsoft Teams, Outlook or Slack. No new screen to babysit.
English and French
Documents, replies and screens in both languages. Our team works from Montréal in both.
One fixed-price first step
Start with the one workflow that hurts most, at a fixed price. Add the next module when the first one pays.
Works with the systems you already run.
Your ERP, CRM, inbox, accounting and chat stay where they are. Portal uses their API when there is one. When there is not, it reads the database, the export or the file drop, even for systems built in-house.
- IBM i / AS400
- SQL Server and other databases
- Custom and in-house ERPs
- Excel and CSV exports
- EDI
- HubSpot
- Salesforce
- Shopify
- Square
- ServiceTitan
- Microsoft Teams
- Outlook
- Slack
- SolidWorks
Start with the job that hurts most.
Free workflow review
Show us the work your team does by hand: the documents they retype, the emails they sort, the quotes they rebuild. We map it and tell you plainly if Portal fits.
One module, fixed price
We set up the first module on your real documents and systems, and run it next to your team before it goes live.
Add the next one
Once the first module pays, add the next. Same connection, same approvals, no new project.
Questions operations teams ask.
Do we have to replace any of our systems?
No. Portal works beside the ERP, CRM, accounting and inboxes you run today and writes approved entries into them. They stay your systems of record.
Does anything get entered without a person checking it?
Not unless you decide so. Every document, quote and reply starts as a draft that someone on your team approves. You can loosen that rule per workflow once you trust it.
Our systems are old, niche or built in-house. Can Portal connect?
Yes. Beyond the major APIs, Portal reads databases, exports, EDI and file drops. If your system can put data somewhere, Portal can work with it.
Where does our data live?
In an environment hosted for you alone, or on your own servers if your contracts or regulators require it. Your documents never train a shared model.
Where do we start?
With a free workflow review. We look at the manual job that eats the most of your team’s time, then quote one fixed-price module to take it over. You add the next module when the first one pays.
Can it work in French?
Yes. Portal reads and drafts in English and French, and our team works from Montréal in both languages.
Free workflow review
Stop the retyping.
Tell us which job eats your team’s day.
We reply within one business day with a time to look at your real documents and the systems you run.