Demo Launch KitDocuments, finance, assets
Project route readyBusiness core for small teams
Set up the workspace. Keep the business clean.
Portal gives small businesses a local-first command center for files, projects, records, documents, receipts, clients, and audit packages without forcing clients into internal team access.
OverviewProjectsRecordsAudit
8Active projects
42Managed files
96%Evidence health
Client agreement2 signatures queued
Needs reviewSales exportProcessor fees linked
Classified1. Start from setup
Business profile, users, storage routes, templates, and client records have visible setup state before daily work begins.
2. Work inside app-like modules
Projects, documents, finance evidence, communication, and audit views share the same local-first record system.
3. Keep exits readable
Exports, signed documents, receipts, sync logs, and file manifests stay understandable outside the app.
What Portal organizes
One workspace for business operations.
Portal keeps the installable app focused on real work while this site handles signup, billing, downloads, account access, and admin operations.
Local-first workspace setup
Create business records, design routes, archive routes, and cloud mirror routes only after the user approves the folder plan.
Project folders and templates
Turn client work, creator collaborations, internal drops, product launches, and service jobs into repeatable folder and document workflows.
Documents and signatures
Generate contracts, notices, invoices, summaries, and signing packets from mapped business, client, and project fields.
Receipt and finance evidence
Attach receipts, invoices, processor reports, bank records, and tax evidence to transactions and projects.
Cloud backup and sync rules
Mirror selected records to cloud providers without silently overwriting protected or audit-locked files.
Audit export packages
Export readable audit packages so users can leave Portal without losing access to their files and records.
Local-first desktop app
Portal is installed locally for fast managed files, folder routing, evidence capture, document workflows, and app adapter workflows.
Account-gated access
Users sign up on portalops.studio, billing is verified through the API, then the desktop app unlocks when the subscription is active or trialing.
Cloud connections
Google Drive and Dropbox callbacks run through the API. OneDrive can be added later when the Microsoft app setup is complete.