Portalsweep

Early access for Australian bookkeepers and BAS agents

Portalsweep fetches the bills behind supplier logins.

Each month it works through your clients’ telco, energy, toll, water and fuel card portals in your own browser. It downloads every bill, names it and sends it to that client’s Hubdoc, Dext or Xero inbox, then shows you what’s still missing.

  • Free for 3 client businesses
  • Chrome, Edge or Brave on a computer
PortalsweepBrowser side panel
August 2026 run finished11 of 11 checked
This run: 8 of 11 suppliers fetched · 9 bills forwarded

Needs a person 3

  • Wattle St Bakery · Southerly PowerNeeds sign-in: Stopped at the sign-in page.
  • Wattle St Bakery · Roadhouse Fuel CardMissing: Billed last month, but no bill was found this month.
  • Kestrel Joinery · Parcelwren CouriersFailed: The portal has changed. Run it again and show Portalsweep the step when it asks.
ExampleA month’s run for four made-up clients, sped up.
Harbour Books/Board
Example data

August 2026

Completeness board
All suppliers11across 4 clients
Fetched89 bills forwarded
Needs a person3
Last run2 Sep, 11:26 pm
Example completeness board for August 2026
SupplierStatusBillsInvoicesLast run
Banksia Physio3 suppliers · sends to Xero
Galah MobileFetched
Fetched1 of 1GM-204118A$89.0011:14 pm
Southerly PowerFetched
Fetched1 of 1SP-88213A$412.6511:15 pm
Coastway TollsFetched
Fetched2 of 2CT-7710-01A$33.80CT-7710-02A$29.4511:16 pm
Wattle St Bakery3 suppliers · sends to Dext
Southerly PowerNeeds sign-inStopped at the sign-in page.
Needs sign-inStopped at the sign-in page.0 of 1None yet11:18 pm
Creekside WaterFetched
Fetched1 of 1CW-310552A$187.4011:19 pm
Roadhouse Fuel CardMissingBilled last month, but no bill was found this month.
MissingBilled last month, but no bill was found this month.0 of 1None yet11:20 pm
Kestrel Joinery3 suppliers · sends to Hubdoc
Galah MobileFetched
Fetched1 of 1GM-204977A$129.0011:22 pm
Parcelwren CouriersFailedThe portal has changed. Run it again and show Portalsweep the step when it asks.
FailedThe portal has changed. Run it again and show Portalsweep the step when it asks.0 of 1None yet11:23 pm
Tallybook CloudFetched
Fetched1 of 1TB-0826-114A$55.0011:23 pm
Mallee Freight2 suppliers · sends to Xero
Roadhouse Fuel CardFetched
Fetched1 of 1RF-55120A$1,284.3011:25 pm
Coastway TollsFetched
Fetched1 of 1CT-9921-01A$211.6011:26 pm

Example data: every name and amount here is made up.

Count your portal rounds.

Plenty of suppliers email their bills. The awkward ones leave the PDF in a portal, so someone signs in, finds the month, downloads it, renames it and forwards it. Then does the next supplier, and the next client.

Recent downloads

  • invoice (4).pdfjust now
  • document.pdf2 min ago
  • Statement_download.pdf6 min ago
  • invoice (3).pdf9 min ago
  • TaxInvoice.pdf14 min ago
  • document (1).pdf17 min ago

Which client was document.pdf for again?

ExampleMonth-end by hand, one portal at a time.

Your month, in your numbers

I look after client businesses. Each has about suppliers whose bills only live in a portal. One bill takes me about minutes.

200trips through a login page, every month

13h 20minof month-end, on portals alone

With Portalsweep those trips become one run from one window. You still do the sign-ins and codes it stops for.

The sums use only what you typed. We have no usage data from real practices yet, so there’s no figure of ours to quote.

Two setup steps and a monthly Run

Portalsweep is a browser extension and a web dashboard. The extension does the fetching in your browser. The dashboard is where you set up clients and see what has arrived.

Enter the business and its bookkeeping inbox address. An unfamiliar address has to confirm a link before bills go to it.

Clients/New client
Example
Business name
Banksia Physio
Send bills to
banksia-physio@inbox.exampleConfirmed

Every bill for this client is emailed here.

ABN (optional)
11 digits
Suppliers come next.

Sign in yourself, go to the bills page and download one bill. Portalsweep writes the steps down for you to read before you accept them.

Suppliers/Coastway Tolls
Example supplier
Recorded 6 stepsAllowed site account.coastwaytolls.example
  1. Openaccount.coastwaytolls.example/sign-inYou sign in here
  2. Click“My account”
  3. Click“Statements and invoices”
  4. FilterInvoice date to the month being run
  5. DownloadEach PDF in the list
  6. Next pageUntil the dates leave the month

Never clicks, on any supplier

  • Pay now
  • Autopay
  • Direct debit
  • Go paperless
  • Change plan
Nothing is saved until you accept.

Portalsweep works through each client’s suppliers in its own window. When a site asks for a password or a code, it waits for you to type it in.

my.southerlypower.example/verify
Southerly Power

Enter your code

We sent a 6-digit code to the mobile ending in 482.

Example supplier portal

PortalsweepSide panel

Your turn: enter your code

Southerly Power · Wattle St Bakery

The run carries on once the portal accepts the code.

Use the Portalsweep window.

Running August 20263 of 7 checked
  • Banksia Physio · Galah MobileDone · 1 of 1 bill forwarded
  • Banksia Physio · Coastway TollsDone · 2 of 2 bills forwarded
  • Wattle St Bakery · Southerly PowerWaiting for you
  • Wattle St Bakery · Roadhouse Fuel CardNext

Know what’s missing before you start the BAS.

One page for the whole book: every client and supplier for the month you pick. Each row says what happened, and what to do about it.

Board/August 2026
Example data
  • Wattle St BakerySoutherly PowerNeeds sign-inStopped at the sign-in page.NextInvite the client to run this supplier. Bills still come to the inbox you set up.
  • Kestrel JoineryParcelwren CouriersFailedThe portal has changed. Run it again and show Portalsweep the step when it asks.NextAt the changed page it stops and asks you to show it the step. It keeps that fix for good once later runs confirm it.
  • Wattle St BakeryRoadhouse Fuel CardMissingBilled last month, but no bill was found this month.NextWorth a call to the client before you lodge.
  • Banksia PhysioGalah MobileFetchedSent to Xero · GM-204118
  • Banksia PhysioSoutherly PowerFetchedSent to Xero · SP-88213
  • Banksia PhysioCoastway TollsFetchedSent to Xero · CT-7710-01 CT-7710-02
  • Wattle St BakeryCreekside WaterFetchedSent to Dext · CW-310552
  • Kestrel JoineryGalah MobileFetchedSent to Hubdoc · GM-204977
  • Kestrel JoineryTallybook CloudFetchedSent to Hubdoc · TB-0826-114
  • Mallee FreightRoadhouse Fuel CardFetchedSent to Xero · RF-55120
  • Mallee FreightCoastway TollsFetchedSent to Xero · CT-9921-01

One email per bill, named so nobody has to open it.

Each bill arrives as its own email with the PDF attached, from bills@portalsweep.keenshift.ai. Run the same month twice and the second run skips every invoice already sent.

  1. Found in the portal
  2. Checked
  3. Named
  4. Sent to the client’s inbox

Every file is named supplier, month, then invoice number, for example SoutherlyPower_2026-08_SP-88213.pdf.

Same pattern for every client, so a search for SP-88213 finds the file a year from now.

What happens to each download

Example
  • Downloadedinvoice (3).pdfSent asCoastwayTolls_2026-08_CT-7710-02.pdfChecked it’s a real PDF · CT-7710-02 · 15 Aug · A$29.45
  • DownloadedStatement_Aug.pdfSent asSoutherlyPower_2026-08_SP-88213.pdfChecked it’s a real PDF · SP-88213 · 11 Aug · A$412.65
  • Downloadedinvoice (4).pdfNot sentSame invoice as CT-7710-01, sent on 2 Sep.

Banksia Physio · email-in inbox

3 new
  • bills@portalsweep.keenshift.aiSupplier bill CT-7710-02 (2026-08)PDFCoastwayTolls_2026-08_CT-7710-02.pdf84 KB
  • bills@portalsweep.keenshift.aiSupplier bill SP-88213 (2026-08)PDFSoutherlyPower_2026-08_SP-88213.pdf212 KB
  • bills@portalsweep.keenshift.aiSupplier bill GM-204118 (2026-08)PDFGalahMobile_2026-08_GM-204118.pdf146 KB

Sent from an address set up with standard email authentication.

Where your clients’ data goes.

Stored in Sydney, apart from two things: a masked record goes to AI providers in the US and China when you teach a supplier or a page changes, and Stripe handles card payments. The security page has the full table and the rules every run follows.

Where each kind of data is kept, and for how long
WhatWhere it’s keptFor how long
Your account and client detailsAWS, SydneyUntil you delete them or close your account
Bill details: supplier, invoice number, date, amountAWS, SydneyWhile your account is open (the board and the duplicate check use them)
Bill PDFsAWS, SydneyBill PDFs are deleted from our servers as soon as they’re forwarded. One that can’t be forwarded is deleted automatically within two days.
A masked record of how you taught a supplier, or of a changed stepAI providers in the US and ChinaMasked first. Never bill PDFs
Card detailsStripeWe never see card numbers
Supplier passwords and security codesNowhereNever collected

What the AI gets

When you teach a supplier, AI providers in the US and China get a record like this example, masked in your browser before it leaves.

What you see
What the AI gets
address my.southerlypower.example/accounts/[hidden]/billsheading “Bills and statements”table: Date, Invoice, Amount · contents removedyou clicked “Download PDF”

Password fields stay unread

Portalsweep spots password and security-code fields by their type and label, and leaves what’s in them alone.

Offer and settings pages it can’t leave go to you

When a portal opens one and offers no plain “No thanks” link, the run hands you the page like this.

PDFs deleted once forwarded

  1. Fetched in your browser
  2. Forwarded to the client’s inbox
  3. Deleted from our servers

Before you rely on it

That everything stays in Australia. Your data is stored in Sydney, but the masked records sent to AI providers are processed overseas.

A security certification. Portalsweep has no ISO 27001 or SOC 2 audit yet.

Final legal terms. Our privacy policy and terms are drafts until our legal review is finished.

How the guard rails are tested

Show it any portal you can sign in to.

The steps you record stay with your practice. A supplier is marked verified after its steps have fetched exactly the right bills on several real accounts, month after month.

Verified suppliers

0 so far

We’re checking our first suppliers now. Each one listed here will have passed every check below.

  • Fetched every bill due for the month, and only those
  • Every file a real PDF with a unique invoice number
  • Left the account exactly as it found it
Kinds of portal it’s made forTelcoEnergyTollsWaterFuel cardsCouriersSoftware

Priced by how many clients you look after

Start free with three clients. Australian dollars, GST included.

40clients

You’d be on Practice 75

A$149a month

About A$3.73 per client at 40 clients

Plans and prices, in Australian dollars including GST
PlanClient businessesPricePer client, when fullIncludesAction
FreeTry it on a few clients3A$0Up to 3 client businesses and 5 supplier portals in total. Bills go to each client’s bookkeeping inbox, and the board flags the missing ones. Clients you invite can run their own portals.Join early access
Practice 75For most bookkeeping practices75A$149/monthA$1.99Everything in Free, plus unlimited suppliers per client.Join early access
Practice 250For larger practices250A$349/monthA$1.40Everything in Practice 75, for up to 250 client businesses.Join early access
Solo PlusFor one business doing its own books1A$5/monthor A$49 a yearA$5.00Unlimited supplier portals for one business, with bills sent to your own bookkeeping inbox.Join early access
  • Clients pay nothingClients you invite to run their own portals are covered by your plan.
  • Yearly at ten months’ pricePractice 75 is A$1,490 a year and Practice 250 is A$3,490. Email us to set it up. Solo Plus is A$49 a year at checkout.
  • What happens at the limitAdding a client past your plan’s limit asks you to move up a plan or remove a client first.
  • A monthly AI allowanceTeaching a supplier and finding a moved button use AI, from an allowance each plan gets every month. If a practice uses it up, new teaching waits for the next month and a run asks you to show it any moved button.

Early access opens a few practices at a time

A small group at a time means we can set up suppliers alongside you, and look at any portal that trips it up while you still remember what happened.

  1. FirstWe email you to arrange a short call about your clients and which portals take the most time.
  2. ThenYou install the extension and add a few clients. We show Portalsweep your first suppliers together.
  3. Month-endYou run the month and tell us which portal tripped it up, and we work on that one first.

Join the early access list

We’ll only use this to contact you about Portalsweep. Privacy policy

Before you sign up

Anything else, email support@keenshift.ai.

What happens when a portal sends a code to my client’s phone?

Invite the client. They install the extension, sign in with their own email address and see only their own business. When they run it, they handle their own sign-in and code, and the bills still go to the inbox you set up.

What if a supplier changes its website?

For every link and button it uses, Portalsweep remembers several ways of finding it again. If one stops working, it tries the others. If it’s still unsure, it asks an AI model to pick from a short list of likely candidates. The model gets the step’s description and the labels of the old button and the candidates, with the heading and page section of each, and Portalsweep checks its answer against its own scoring.

If the two disagree, it asks you to show it the step. It tries that fix first on the next run, and keeps it for good once later runs confirm it.

Which suppliers does it work with?

Any portal you can sign in to and show it, apart from a few such as portals drawn entirely as images. The verified list starts empty and grows as suppliers pass their checks against real accounts.

Does it work on a phone or tablet?

The board does, on any screen. The fetching needs the extension, which runs in a browser on a computer.

What counts as a client business?

Each business whose bills you collect: one name, one forward-to inbox. A client with two companies is two businesses.

How do I pay, and can I cancel?

By card through Stripe, which holds your card details. You can change plans or cancel at any time from the billing page, and your plan runs to the end of the period you’ve paid for.