A recipient portal for invoices

Challenge

Keeros' customers are finance companies working with factoring. In factoring the finance company has bought the receivable, which means the recipient gets an invoice from a company they never bought anything from — and therefore more often needs to be able to check what the claim refers to. The information existed, but reached the recipient as a PDF rather than as something they could return to and orient themselves in.

That created unnecessary questions and more manual work whenever invoice status, payment details or outstanding amounts needed to be followed up.

Solution

We developed a recipient portal where all relevant invoice information is presented in one clear, easy-to-navigate view.

Recipients need no account. Each invoice has its own link, and to see the details the user enters the invoice number, OCR number and postcode — details already printed on the invoice. That was a deliberate choice: an invoice recipient is usually a one-time visitor, and a registration step would have stood in the way of the actual task.

The portal reads its data directly from Keeros' core platform, where the invoices already live. It is a one-way flow — the portal fetches and displays, but never writes back. Nothing had to be replaced or migrated to get started, and there is no risk of a recipient view altering underlying invoice data.

What We Built

• Unified invoice overview - A clear view of outstanding amounts, invoice status and payment details.
• Data from Keeros' core platform - The portal reads invoice data directly from the source in a one-way flow, so recipients always see the same information as Keeros' own systems.
• User-friendly interface - A simple portal experience focused on helping recipients find what they need quickly.
• Access without an account - Recipients open a specific invoice link and verify themselves using the invoice number, OCR number and postcode.

Outcome

• Keeros' customers — factoring companies — can offer the invoice recipient a digital invoice experience via link instead of a PDF attachment.
• Recipients see status, payment details and outstanding amounts in one unified view, without having to contact anyone.
• Better transparency in the invoice flow, making communication between finance teams and recipients smoother.

Technology and focus

Next steps

Want to build a portal or product that simplifies a critical workflow? Contact us and we’ll set up an intro call.