PortaPro

Works with the tools you already use

Every system PortaPro connects to, and what moves between them. Connect each one from one page in Settings, where it says whether it's connected. Still on QuickBooks Desktop? It syncs live through the Web Connector, not by file export. See how it works

PortaPro works with these tools:

  • QuickBooks Online
  • QuickBooks Desktop
  • Xero
  • FreshBooks
  • Stripe
  • Stripe Financial Connections
  • Twilio
  • Gmail
  • Outlook and Microsoft 365
  • Yahoo Mail
  • Google Calendar
  • Outlook and Office 365 Calendar
  • Apple Calendar
  • Yahoo Calendar
  • Any iCal calendar
  • Google Business Profile
  • Google job search
  • Bing
  • Yelp
  • Facebook
  • Nextdoor
  • The Knot / WeddingWire
  • Better Business Bureau
  • Claude
  • ChatGPT
  • Perplexity
  • Tremendous
  • Samsara
  • Geotab
  • Motive
  • National Weather Service
  • Google Maps
  • Apple Maps
  • Waze
Claude and ChatGPT
Ask your AI assistant about balances, credits, invoices, and reports, or have it turn your old customer list into a PortaPro import. Read-only.
QuickBooks Online and Desktop
Customers, invoices, payments, voids, and credits pushed on their own. Desktop is a real sync, not a file export. One way, on purpose.
Xero
Contacts, invoices, payments, credit notes, and refunds pushed every night, with Stripe fees, payouts, and expenses when you want them.
FreshBooks
Clients, invoices, payments, credit notes, and cash discounts sent every night. One way, so nothing gets written over.
Stripe
Card and ACH payments on invoices and the customer portal, through a Stripe account in your company's name.
Your bank, through Stripe Financial Connections
A read-only bank feed for matching deposits, expenses, and receipts, or statements imported from your bank's website. It can't move money.
Gmail, Outlook and Microsoft 365, and Yahoo
Invoices, quotes, and receipts go out from your own address and sit in your Sent folder.
Twilio
Your business number for texts and calls: a phone menu, ring groups, voicemail with transcripts, and every call filed on the customer.
Google Business Profile, Yelp, Facebook, and more
A review request after the job, and your reply drafted with AI and posted to Google. Yelp, Facebook, Nextdoor, The Knot / WeddingWire, and the BBB go in as buttons, with the clicks counted.
Google, Office 365, Apple, and Yahoo Calendar
Each person subscribes their own calendar to their PortaPro jobs, with the site address for directions. Works with Outlook too, or any calendar that takes an iCal link. Read-only, never prices.
Google Maps, Apple Maps, and Waze
A driver taps an address and it opens in the navigation app they already use.
Samsara, Geotab, and Motive
Already run fleet GPS? Connect Samsara, Geotab, or Motive with read-only access and your trucks show on the dispatch map. Nothing is written back.
Tremendous
Amazon, Visa prepaid, Venmo, or PayPal gift cards inside a celebration card, paid from your own Tremendous balance. Set up from Settings.
National Weather Service
Wind, freezing, and snow flagged at each stop up to six days out, plus active alerts for your yard. Free and official.
Google and Bing job search
Your openings carry the details Google reads, and Google and Bing are told the moment one is posted or closed.
Your website
One line on your site adds your lead form, the septic reminder sign-up, or a booking page where customers pay a deposit. Everything lands in PortaPro.

See your own tools connected on a call.

Bring your QuickBooks file or your Xero organization; we connect it while you watch.

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