Give every client their own branded portal with real-time visibility into contracts, spend, projects, and optimization opportunities. They see what matters. You stay in control.
↑ Interactive mockup - hover over cards and renewals
Sound familiar?
Contracts in email. Spend in spreadsheets. Renewal dates on sticky notes. No single source of truth.
Hours building reports that are outdated by delivery. Your clients deserve real-time, not "as of last Tuesday."
Without spend visibility and renewal alerts, optimization opportunities slip through the cracks. Every quarter.
Every feature is designed to make your clients say
"I can't go back to not having this."
The moment your client logs in, they see everything that matters - total IT spend, active projects, upcoming renewals, documents, and conversations. One view. Zero digging.
Every contract in one place - with AI-powered extraction that pulls vendor, terms, dates, pricing, circuit IDs, and account numbers. Upload a PDF, get structured data in seconds.
See exactly where money is going across every technology category. Spot trends, find waste, and demonstrate the savings you're delivering - with data your clients see in real time.
Clients see exactly where every project stands. No more "what's the status?" emails. Roadmaps, decisions, meeting notes - all accessible, all transparent.
Visual map of their entire network topology and security posture. Connectivity monitoring, cyber defense matrix, compliance dashboards - the visibility CIOs actually need.
Every portal comes with Ace - an AI assistant that knows your client's entire technology environment. Ask it anything. Get instant, actionable answers.
Client retention with portal access vs. spreadsheet reporting
Saved per client per month on manual reporting and updates
Faster deal expansion when clients see optimization opportunities
Join as a founding member and get the client portal live for unlimited clients.