Give every client one place to see what they owe, what they have paid, and how to pay the rest. A branded portal on your own domain, behind a login, replaces the email thread where invoices go to die.
The AI App Pricing Page is a live Taskade Genesis app you can explore on this page. It shows how a client-facing page is composed and published, which is the shape a billing portal starts from rather than the portal itself. See how the layout is built, then click "Use this app" to clone and own a copy in about ten seconds and replace the plan blocks with the invoice list, balance, and sign-in described below.
The build gives you a filtered, client-safe surface over your billing data. Each client sees only their own invoices, their balance, their payment history, and the links they need, while your internal records stay internal. The agent writes the portal copy, drafts the FAQ that stops the three questions you always get, and keeps a log of what each client has viewed so you know whether an invoice was actually seen before you chase it.
Workspace DNA makes the portal maintain itself. Memory holds each client's full billing history, so the portal is never assembled by hand. Intelligence, running on 15+ frontier models from OpenAI, Anthropic, Google, and open-weight providers, writes the copy and answers routine client questions in context. Execution publishes new invoices, updates balances on payment, and notifies the right people on both sides.
The AI agents inside the app carry 34 built-in tools, including persistent memory, public embedding so the portal is a real surface rather than a shared file, and multi-agent collaboration when one agent handles client questions while another keeps records current. Clients can ask the portal when their last payment was received and get an accurate answer instead of emailing you on a Friday afternoon.
There is a positioning benefit as well as an operational one. A small business with a proper billing portal reads as a larger, better-run business, and that impression affects how quickly finance departments take you seriously. It costs one build and no ongoing maintenance.
Compose the portal from the views that fit:
- List view for the clean client-facing invoice summary
- Table view for the full history with dates, amounts, and status
- Board view internally, to track which clients are onboarded to the portal
- Plus the rest of the 7 project views
Automations keep it current without maintenance. A Taskade automation publishes a new invoice to the portal, emails the client that it is there, and updates the balance when payment lands. Across 100+ bidirectional integrations, Stripe pushes payment events in while Gmail and Slack push notifications out. Read build a customer portal for the pattern and app users for sign-in, which is in beta.
Clone it, invite your team, and the portal is yours, on your domain, with your branding.
Two honest notes. Custom domains and app sign-in are Business plan features and above, which is where branded client-facing portals belong. And this portal presents billing information, it is not an accounting system of record. It shows clients the truth your operations layer holds.
A sensible rollout is to start with your five largest clients rather than everyone at once. Those accounts generate most of the billing questions, they benefit most from self-service, and they will tell you quickly if anything in the portal is unclear. Once the copy and the layout have survived contact with them, extending it to the rest of your client list is a small step rather than a project.
Who ends up using it matters too. In most small teams it is the account manager who saves the time, because the questions that used to arrive by email now answer themselves. The finance-facing person keeps the internal view, and the client sees only their own corner of it.
See portals other teams have shipped in the Community Gallery, start yours at Taskade Genesis, or read custom domains. Populate it from Build an Invoice Status Tracker, and let clients keep their own details current through Collect Client Billing Details Before You Invoice.
Frequently Asked Questions
Can clients only see their own invoices?
Yes. The client-facing view is filtered per account, so a client signs in and sees their records alone. Your internal notes, margins, and other clients stay out of reach.
What plan do I need for a branded portal with logins?
Custom domains and app sign-in are available on Business plans and above, at $25 per month billed annually. App Users, the sign-in feature, is currently in beta.
Can clients pay from the portal?
Yes, by attaching payment links to the invoices shown. Build a Stripe Checkout and Payment Link Flow covers the payment side end to end.
Will I know if a client has looked at an invoice?
The portal records views, which changes the tone of your follow-up. Chasing someone who has not opened the invoice is a different conversation from chasing someone who read it twice and said nothing.
Can I brand it to match my business?
Yes, on your own domain with your styling. Clients experience it as part of your business rather than as a third-party tool.
Does every client need a login?
No. You can share a specific view with a link for smaller clients and reserve logins for the accounts where it matters. Mix both approaches in the same app.
How much maintenance does it need?
Almost none once the automations run. Invoices appear when issued, balances update when payments land, and the agent answers routine questions in the portal FAQ so they never reach your inbox.
