Capture documentsUpload, scan or photograph records
PlannedGoldtel client portal
Coming soon · Controlled early accessYour financial admin, in one secure place.
We are preparing a dedicated portal where Goldtel clients will be able to upload documents, create invoices and job cards, use assisted voice instructions and review financial information.
Apply for early access →
Goldtel BooksClient workspace preview
Create and approveInvoices, job cards and credit notes
PlannedUnderstand performanceManagement reports and cash flow
PlannedSecure testing is separate from the public website.
Early-access application
Tell us how your business would use the portal.
We will use this information to plan onboarding and contact suitable clients as controlled testing becomes available.
- Individual, account-controlled access
- Human review before financial posting
- Audit trails for approvals and overrides
- Designed for desktop, tablet and mobile