Integrated AppsCustomer Self-Serve Portal

Self-Service Portal

Spindle Self-Serve is a 24/7 online customer portal that integrates with Sage 200 to deliver real-time financial and accounting information to your business and its customers. Give you customers access to their own account and allow staff to view accounts and documents, reducing the time spent on customer queries.

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Sage 200 - Tailored Finance and Business Software for SMEs
Finance Solutions Sage 200
Sage 200 - Comprehensive Financial Management for Small to Medium-Sized Businesses
Streamlining Your Business for Success

The additional Proof of Delivery module* is designed for businesses who operate their own fleet of delivery vehicles, giving the opportunity to gather signatures on the go without needing to carry additional paperwork.

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Voices of Success: What Our Customers Say About Us

Their knowledge of Sage 200, plus their powerful Connections software, has enabled us to gain significant time savings and enhanced efficiency which are key to enabling us to scale our business profitably.

Finance Director

Alex Mortimer
Their knowledge of Sage 200, plus their powerful Connections software, has enabled us to gain significant time savings and enhanced efficiency which are key to enabling us to scale our business profitably.

Finance Director

Alex Mortimer
Their knowledge of Sage 200, plus their powerful Connections software, has enabled us to gain significant time savings and enhanced efficiency which are key to enabling us to scale our business profitably.

Finance Director

Alex Mortimer
Their knowledge of Sage 200, plus their powerful Connections software, has enabled us to gain significant time savings and enhanced efficiency which are key to enabling us to scale our business profitably.

Finance Director

Alex Mortimer

Benefits of Self Service Portal

Instant Access

Staff can view customer accounts and access customer information anywhere at any time without needing access to Sage 200

24/7 Access

Customers have 24/7 access to view their own account.

Real-Time

Financial data and information can be accessed in real-time.

Integration

Fully Integrated with Sage 200 and the POD Module.

Online Ordering

Customers can view current orders, invoice history and available stock, and then place orders any time they need to.

Save Time

Reduce time spent on simple tasks such as sending copy invoices as customers can view invoices in the portal.

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5 Reasons you should choose
a Self-Service Portal

Browser-Based

Easily access your account, all you need is a web browser.

Self-Promotion

Add some pop-up messages to customer accounts for upcoming promotions and sales.

Cost Effective

Your accounts team can use their time more efficiently with a reduction in manual tasks.

Integration

Can integrate with Spindle Document Management to download copy invoices for customers and staff.

Customise

Customise the portal with your own company branding and logos.

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Sage Intacct in action on our live demo

You will witness the depth and power of its reporting, gaining a greater understanding of how it provides financial visibility. Discover how it drives improved business performance and have your questions answered by experts.

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