Answer requests
You open an item (missing document, clarification, approval); the client replies or uploads the document. Reminders are sent.
Fiduciaries · Client portal
A portal for your clients.
A file that keeps moving.
Your clients answer your requests, upload their documents and view their position in a space branded for your firm. Every document uploaded goes straight back into the processing of the file.
The journey of a missing document
The fiduciary firm's Pinnokio detects a missing document
- Request in the portal
- Secure upload
- File resumes
A client without a Pinnokio account can be invited by their fiduciary firm: they do not take up a seat in your subscription.
What the client does there
Upload securely
The uploaded document goes back into the file's processing flow, with no email or printing.
Follow their position
Pending requests, result for the year, accounting and bank cash position, "file up to date" indicator.
Consult their balances
Ageing report of customers to collect from and suppliers to pay, detail by third party, PDF or Excel export.
Find their archives
Statements and documents published by the fiduciary firm for each financial year, via signed links.
Follow their plan
Usage and next invoice.
A clear ageing report, reminders to prepare
The portal as your client sees it
What the fiduciary firm controls
The portal is configured from the mandate cockpit: it is the same control centre.
In the firm's colours
The portal carries the name and colours of your fiduciary firm.
Visible screens
You choose which widgets are displayed, at firm level and then for each mandate.
Configure the portal from the cockpitWhoever opens, closes
An item opened by the fiduciary firm can only be closed by the firm.
HR module in the portal
The client reports a new hire or a departure, the fiduciary firm approves; payroll costs are visible.
Discover the payroll moduleClient relationships
Inviting a client
Invite a client who does not have a Pinnokio account: they can only access their own file.
Mandate request and acceptance
The client searches for a listed fiduciary firm and sends it a request; the firm accepts it before any access is granted, and then the mandate relationship is established.
Firm assistantComing soon
A Pinnokio installed in the portal, which knows the firm's context and supports the client in their language.
Discover the firm assistantFrequently asked questions
Does the client need a Pinnokio account?
No. A fiduciary firm can invite a client without a Pinnokio account: they access only their own file, and this access does not take up a seat in the firm's subscription.
What happens to a document uploaded by the client?
It goes back into the file's processing flow: filing, entry, reconciliation according to the mandate's rules, with your approvals.
Can the portal be customised?
Yes: it carries the fiduciary firm's name and colours, and you choose the visible screens for your firm and then for each mandate.
Is there an assistant to answer clients?
It is announced as a coming-soon feature: an assistant installed in the portal, drawing on the fiduciary firm's context and recommendations. It is not available today.
Pricing
How much does it cost?
You pay as you go, in credits, with no mandatory subscription. Here is the order of magnitude.
- Supplier invoice processed
- 65 credits
- Bank transaction reconciled
- 35 credits
- Document routed
- 15 credits
- Assistant interaction
- ~3-5 credits
5'000 credits offered on sign-up, no credit card required.
Go further
How it works
Context, capabilities, rules and approvals: what makes it possible to do almost anything.
Use cases
Concrete scenarios, from the document to the journal entry.
Modules
What is available, country by country.
Pricing
Pay for what you use, in credits.
Blog
Guides and analysis for fiduciaries and SMEs.
Other journeys
Your firm shares in the value it creates
With the partner programme, your fiduciary firm receives a share of the AI consumption of its mandates, on top of its fees.