Integrations

Which accounting software integrates with Portal 360

15 Apr 20266 min read

Portal 360 is built to connect with your ecosystem — accounting platforms, compliance tools, and workplace apps — so your team works from one source of truth. This article lists accounting integrations and their availability.

Accounting platforms

Xero Accounting — available from 15 April 2026
Xero Practice Manager — available from 15 April 2026
QuickBooks — integration preview from 15 April 2026
MYOB — integration preview from 15 April 2026

Compliance and regulatory

ATO integration rolls out in phases through 2026 (communication, activity statements, direct lodgements). Integrated AML supports advisory onboarding from 1 May 2026. ASIC company register access syncs entity data to CRM for faster setup.

Workplace and platform

Microsoft 365 — Live mail and calendar sync
Google Workspace — Live mail and calendar sync
Marketplace in the app lists status badges: Live, Preview, and Roadmap

Open Marketplace from your dashboard to connect providers, view sync health, and read per-integration setup guides such as connecting Xero.

Getting Started

How to set up your account for the first time

Create your Portal 360 workspace, verify your email, complete guided onboarding, and land on a dashboard ready for clients and integrations.

12 May 20266 min read

Read article Integrations

Connecting your Xero accounting software

Authorise Xero Accounting and Xero Practice Manager so contacts, invoices, jobs, and practice data sync into Portal 360.

15 Apr 20267 min read

Read article Billing

Understanding billing and subscriptions

How Discovery, Starter, Professional, and Advanced plans work, when trials end, and how to update payment details or change tier.

10 May 20265 min read

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