We design and build custom software, automation tools, and AI-powered systems for accountancy firms, finance teams, and professional services businesses.
Portalsys Ltd is a UK-based software consultancy specialising in accounting and finance solutions. We help businesses modernize their financial operations through bespoke technology.
Our team combines deep technical expertise with a thorough understanding of accounting workflows, compliance requirements, and the unique challenges faced by finance professionals.
We use secure communication channels, including WhatsApp Business, to communicate with existing clients regarding projects, support, and service updates.
Comprehensive software solutions tailored for accounting and finance professionals
Bespoke software solutions designed specifically for accounting and finance workflows, built to your exact specifications.
Automation of bookkeeping, reporting, and compliance processes to save time and reduce manual errors.
Intelligent tools powered by AI to enhance productivity and decision-making for finance and accounting teams.
Seamless integration between accounting platforms, CRMs, and internal tools for unified data flow.
Ongoing support and consultancy to ensure your systems run smoothly and evolve with your business needs.
Custom reporting dashboards and analytics tools to provide real-time insights into your financial data.
Note: Our services are provided to verified business clients only. We do not send unsolicited messages or marketing spam.
Get in touch for business enquiries
WhatsApp Business: Clients only receive WhatsApp messages after initiating contact or as part of an existing contractual relationship.
We collect information you provide directly to us, such as when you request our services, communicate with us, or create an account. This may include your name, email address, company name, and any other information you choose to provide.
We use the information we collect to:
We may communicate with clients via WhatsApp Business for service-related messages, including project updates, support queries, and operational communications. We do not use WhatsApp for unsolicited marketing. Clients only receive WhatsApp messages after initiating contact or as part of an existing contractual relationship.
We implement appropriate technical and organisational measures to protect your personal information against unauthorised access, alteration, disclosure, or destruction.
You have the right to access, correct, or delete your personal information. To exercise these rights, please contact us at nyal.patel@portalsys.co.uk.
We may update this Privacy Policy from time to time. We will notify you of any material changes by posting the new policy on this page.
Portalsys Ltd provides software development, automation, and consultancy services for accounting and finance businesses. All services are subject to written agreement between Portalsys Ltd and the client.
Clients are responsible for providing accurate information, timely feedback, and necessary access to systems required for project delivery. Delays caused by client-side issues may affect project timelines.
Communication with clients may take place via email or WhatsApp Business. By engaging our services, clients consent to receiving service-related communications through these channels.
Unless otherwise agreed in writing, all intellectual property rights in custom software developed for clients shall transfer to the client upon full payment. Portalsys Ltd retains the right to use general knowledge, skills, and experience gained during projects.
Both parties agree to maintain the confidentiality of any proprietary or sensitive information shared during the course of the engagement.
Portalsys Ltd shall not be liable for any indirect, incidental, or consequential damages arising from the use of our services. Our total liability shall not exceed the fees paid for the specific service giving rise to the claim.
These terms shall be governed by and construed in accordance with the laws of England and Wales.
For questions about these terms, please contact us at nyal.patel@portalsys.co.uk.