--- title: "Portalink Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about Portalink Software - reviews, pricing plans, popular comparisons to other Data Entry products and more." source_url: "https://www.capterra.com/p/200048/Portalink/" page_type: "product" language: "en" --- # Portalink Software Review 2026: Features, Integrations, Pros & Cons Last updated on September 16, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Support](#support)[Reviews](#reviews) Portalink ## What is Portalink? Transaction (Purchase order, invoice, ASN) etc. automation for B2B. Data connection between disparate systems ensures faster order and invoice entry and accuracy. By handling many of the complex business rules outside of the ERP, reduces the double handling of transactions. ## What is Portalink used for? [Order Entry](https://www.capterra.com/order-entry-software/)[EDI](https://www.capterra.com/edi-software/)[Data Entry](https://www.capterra.com/data-entry-software/) Top alternative Featured Overall rating Based on 10 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price A$38000 Other, Per Year Free trial not available Free version not included Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for Portalink?[Manage this product listing](https://www.g2.com/products/portalink/claim_requests/new?auto=true) ## Portalink Overview Updated September 2026 AI summary Portalink automates and manages accounts payable tasks for businesses of all sizes, offering tools for invoice processing, purchase order reconciliation, and vendor management. Its features include audit trails, duplicate payment alerts, customizable reporting, and workflow management. With options for real-time data, API integration, and cloud-based deployment, Portalink supports efficient handling of payables and related data entry processes. ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### Portalink 4.6 (10) VS. [4.2 (2,073)](https://www.capterra.com/p/135757/NetSuite/reviews/) Starting Price A$38000 Other, Per Year Starting Price Contact vendor Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.7 (10) Ease Of Use 4.0 (44) Value For Money 4.6 (8) Value For Money 3.9 (40) Customer Service 4.8 (10) Customer Service 3.8 (42) ## Portalink alternatives [4.2 (1,331)](https://www.capterra.com/p/135618/Odoo/reviews/) Starting price $31.10 Per User, Per Month Pricing Options Free Trial Free Version User Rating 83% of reviewers rated it above 4 stars [4.2 (1,132)](https://www.capterra.com/p/123794/Fishbowl/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 84% of reviewers rated it above 4 stars Highest Rated [Conexiom](https://www.capterra.com/p/205134/Conexiom/) [4.7 (44)](https://www.capterra.com/p/205134/Conexiom/reviews/) Starting price $1.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 100% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/205134/Conexiom/) [DELMIAWorks](https://www.capterra.com/p/103908/IQMS-ERP-Software/) [4.1 (291)](https://www.capterra.com/p/103908/IQMS-ERP-Software/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 82% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/103908/IQMS-ERP-Software/) ## FAQs about Portalink Overview ### Which roles and teams benefit most from Portalink? Portalink is most used by customer service and customer solutions teams, sales and account leaders, and operations-focused managers who need faster access to customer information and smoother cross-functional coordination. Business analysts, developers, and data supervisors use it to streamline data handling, support digital customer workflows, and improve process visibility. Answer based on 10 reviews Overview ### What company size and industries is Portalink built for? Portalink serves small businesses most often at 50%, with electrical and electronic manufacturing leading usage at 40%. It is built for B2B companies across automotive, clothing, industrial goods, food, education, and health, and reviewer data also shows strong fit for enterprise teams at 40%, plus automotive and wholesale at 20% each. Answer based on 10 reviews Features and Usability ### What are the key features of Portalink? Portalink offers API, AS2 capability, EDI, and file transfer for data exchange, plus data capture, extraction, mapping, and transformation. It also includes invoice and order management, purchase order reconciliation, document management, workflow management, real-time monitoring, reporting and analytics, role-based permissions, and audit trail. Getting Started and Support ### What training and onboarding options does Portalink offer? Portalink provides live online sessions, webinars, documentation, and videos to help teams get started. Live online sessions and webinars support guided instruction, while documentation offers written reference material and videos provide visual walkthroughs for self-paced learning and review. Getting Started and Support ### What customer support options does Portalink offer? Portalink provides Email/Help Desk support for customer questions and issue resolution. Support experiences are not described in reviewer feedback here, so no reliable sentiment about response times, helpfulness, or common frustrations is available. ## Features AI summary Based on 4,930 Data Entry reviews Capterra data shows that buyers of Accounts Payable software rank the following features as their top priorities: - **Accounting** (**62%** of reviewers rated this feature as critical) - **Invoice Processing** (**55%**) - **General Ledger** (**55%**) Portalink includes **Invoice Processing**. However, it does not offer **Accounting** or **General Ledger**. With **Invoice Processing**, teams can handle incoming invoices more efficiently, reduce manual entry, and keep approvals moving, helping businesses maintain accurate payable records and process vendor payments with fewer delays. Reporting/Analytics 3.0 (3) 33.33% of 3 reviewers that rated this feature as important or highly important View and track pertinent metrics to find patterns and gain insights from data Archiving & Retention 4.0 (2) 50.00% of 2 reviewers that rated this feature as important or highly important Moving and separately storing data that is not actively used or continuous storage of data for compliance purposes Data Capture and Transfer 4.5 (2) 100.00% of 2 reviewers that rated this feature as important or highly important Import, collect, and capture data from multiple sources Data Quality Control 5.0 (2) 50.00% of 2 reviewers that rated this feature as important or highly important Establish guidelines about how much and what kind of data can be stored in the repository Data Retrieval 4.5 (2) 50.00% of 2 reviewers that rated this feature as important or highly important Search and find data in a structured format Exceptions Management 5.0 (2) 0.00% of 2 reviewers that rated this feature as important or highly important Automated handling of non-compliant EDI transmissions. Portalink 52 features ### All Features - Accounting Integration: Integrate with a third-party accounting system - Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities - Activity Tracking: Track and document all activities across devices, networks, and other systems - Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges - API: Application programming interface that allows for integration with other systems/databases - Archiving & Retention: Moving and separately storing data that is not actively used or continuous storage of data for compliance purposes - AS2 Capability: Conduct transmissions via AS2 in addition to other methods such as value-added network (VAN) - Audit Trail: A record of all activities within the system, including user access, changes made, etc. - Conditional Logic: Capability of a software or system to make decisions and perform actions based on specified conditions - Configurable Workflow: Configure existing workflows to meet your organization's needs - Customizable Reports: Alter the layout and content of reports - Customizable Templates: Pre-designed layouts that can be customized to match preferences and requirements - Data Capture and Transfer: Import, collect, and capture data from multiple sources - Data Extraction: Automatically retrieve and pull information from documents, websites, images, data sets, and other sources - Data Import/Export: Import and export data to and from software applications - Data Mapping: Track the management and flow of data throughout the organization - Data Quality Control: Establish guidelines about how much and what kind of data can be stored in the repository - Data Retrieval: Search and find data in a structured format - Data Synchronization: Synchronizing data between two or more devices/systems and automatically updating changes to maintain consistency - Data Transformation: Translate EDI formats into data suitable for use with company applications. - Document Management: Store, manage, and track all electronic documents in a centralized location - Duplicate Payment Alert: Receive an automatic notification when the exact same payment is about to be initiated for the second time - eCommerce Management: Has a built-in eCommerce system or integrates with third-party systems to manage online sale of products - Email Address Extraction: Extract email addresses from multiple data sources - Exceptions Management: Automated handling of non-compliant EDI transmissions. - File Transfer: Move files across different systems or networks - Image Capture: Process images and automatically scan for data - Invoice Management: Captures invoice data and maintains comprehensive records for auditing and reporting purposes - Invoice Processing: Creation, processing, verification, and execution of invoices till the payment is made - Monitoring: Observe and track the demand, usage, progress or quality of a system, product, or user - Multi-Location: Manage and support multiple locations - Multiple Format Support: Includes a variety of messaging formats including industry-specific (EDIFACT, HL7, X12) - Optical Character Recognition: Ability to recognize printed or written text within digital images or scanned documents - Order Entry: Entering, storing, and transmitting electronic and/or online orders, tests and other services for all types of industries - Order Fulfillment: Manage the process of receiving, preparing, and delivering orders for goods/products - Order Management: Manage and track customer orders for goods, investments, or any other purchases - Order Processing: Send / receive, process, and execute orders - Order Tracking: Track orders throughout the fulfillment process - Purchase Order Management: Create, send, and track purchase orders and their statuses - Purchase Order Reconciliation: Aligns purchase orders with incoming invoices and receiving reports - Quotes/Estimates: Generate quotes or estimates for customers - Real-Time Data: Receive data and information in real time - Real-Time Monitoring: Active monitoring of systems, applications, or networks - Receipt Management: Upload, track, and submit receipts in a central database - Remote Order Entry: The ability to enter orders from a remote location such as a computer, mobile, or tablet. - Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns - Reporting/Analytics: View and track pertinent metrics to find patterns and gain insights from data - Role-Based Permissions: Set & manage permission levels based on user roles and restrict access to only authorized individuals - Sales Order Management: An order generated by a seller to a customer, containing details about products or services - User Management: Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks - Vendor Management: Ability to track and store all vendor-related information, such as contacts, services offered, terms, etc. - Workflow Management: Create, design and manage workflows for repetitive tasks --- Get Advice We can help you find the software with the features you need. Features 4.3 (10) 4.3 Based on 10 reviews ## Pricing Value for money 4.6 (8) Basic A$38,000 Other,Per Year Value for money 4.6 (8) 4.6 Based on 8 reviews Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 4.8 (10) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 4.8 (10) 4.8 Based on 10 reviews ## User reviews Overall rating 4.6 Based on 10 reviews Filter by rating 5(6) 4(4) 3(0) 2(0) 1(0) Mentioned topic Sorted by most recent MH Michael H. Sales Transformation Manager Electrical/Electronic Manufacturing ### "Portalink significantly changed our Customer Order management and administration process" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 October 1, 2021 As a business, we have very quickly been able to utilise the Portalink technology and it is quickly becoming a key system within the Customer Order administration. The customer order team now see the Portalink solution as an indispensable part of daily tasks and our processes. Pros There was a very short turn-around from project commencement to going live into ERP. The platform is very user friendly and was very easily aligned to our processes and business systems. Cons Very little to say negatively about the software. We are still relatively new to the system and although we came online with Portalink during a major revision change, the user experience has been very stable and meets our primary business requirements. Reasons for choosing Portalink Having the ability to not only extract information from the customer order, but to apply additional business logic and cleansing (prior to feeding into our ERP) separated Portalink from many of the industry alternatives. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. MG Mike G. Developer - Digital Customer Relationships Electrical/Electronic Manufacturing ### "Portalink capture of PDF customer orders" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 September 27, 2021 We already had a high percentage of EDI orders, but a long tail of smaller customers emailing us their orders. We wanted to automate those orders as far as possible to reduce manual order entry. The Portalink solution was ideal to do this, and do it accurately. Previous attempts using OCR solutions were a failure. Pros Although most of the features we needed were already available they were able to customise the solution to perfectly fit our needs. I like the concept of extracting data directly from PDFs based on templates and NOT using OCR, which is inherently inaccurate. Cons Have to wait until someone sends an email before you can link that email address to a customer. Then if that person moves to another customer location, the linking becomes incorrect. Ideally I would like a way to identify the sender other than using the email address, like something within he PDF document such as ABN. Reasons for choosing Portalink Local company, innovative solution, reasonable pricing Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. TF Tahlia F. Customer Solutions Team Leader Oil & Energy ### "Portalink Review" 4.0 Overall Rating 4.0 4.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 8/10 September 6, 2021 We were looking for ways to make processing orders easier for our internal team, but still ensure our customers receive the highest level of service which is a fast service level and customer email confirmations. We also wanted to minimise the chance for manual entering errors, which Portalink has greatly assisted with. Pros \- how good the system is at picking up details correctly when mapped correctly - how Purchase Orders are mapped to an account number saving the team having to manually search for these details - how I can track who has processed an order, exported vs. filed - the history of modifications to an order is helpful to identify errors - the way the system identifies if a purchase order could be a duplicate Cons \- more types of reporting or the ability to custom make a report in the dashboard Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. CG Claudia G. Team Leader Electrical/Electronic Manufacturing ### "Overall review" 4.0 Overall Rating 4.0 4.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 September 1, 2021 It reduces the volume a lot. Pros The functionality of the product is helping treating orders in a timely manner. The quality of data extraction has been improved and is getting better. Cons The mapping of the orders has been difficult, but now it has been improved a lot. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. PE Paul E. National Sales Manager Automotive ### "Portalink Software" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 September 1, 2021 Pros It reduced our order input team from six heads to two during a phase where our business grow by 60% Cons There is nothing to say here. The program does everything we asked for during scoping phase and they have consistently updated to improve. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. SV susan V. Data Entry Supervisor Wholesale ### "Using 5 year and counting" 4.0 Overall Rating 4.0 4.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 4.0 4.0 Likelihood to Recommend 5/10 August 31, 2021 Portalink has change their process on the way they help with problems and we receive faster service now if we encounter a problem. Using this system is faster but we still have problems with our compatibility to work with our new software (Netsuite) Pros With the volume of orders we received , using portalink is more efficient and we are able to down load faster, vs having to enter them manually. Portalink is linked to our orders email , which make this process so much easier to track what comes in to our system . Cons Most orders come over on their own Purchase orders and sometime Portalink does not recognize them or they are not configured properly. Some orders have to be enter manually or they populate incorrectly . Reasons for choosing Portalink n/a Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. MB Michael B. Senior Business Analyst Electrical/Electronic Manufacturing ### "Schneider Electric Review" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 8/10 August 24, 2021 Improvement of processing time, zero touch orders and Pros Great support staff, easy implementation of the Project and really responsive on queries and questions. Cons Lack of reporting in the Portal, not easy to pull blacklisted accounts and/or black listed references. Reasons for choosing Portalink Mainly due to the fact that the Portalink team create the templates for us. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. MA Michele A. Export Co ordinator Automotive ### "Portalink - orders made easy" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 4.0 4.0 Likelihood to Recommend 8/10 August 24, 2021 Portalink makes it easy for our customers to supply their orders and for us to upload them quickly into our ERP system. Pros With the ability to pick out obsolete items etc this saves time by them not ending up in the sales order in our system. The ease of use for our customers by just emailing their order through and then being easy for us to see quickly and easily the order before uploading. Cons Sometimes it does not recognise the format and wants an order quicktyped, but the support guys will correct this for us. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. CA Cristian A. Operations Manager Wholesale ### "Portalink is an integral part of our business" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 August 23, 2021 DropShip accounts manual order entry and automation. These have increased 3 fold in the last few years and we Portalink has really helped us evolve while cutting down on processing times. Pros Overall the system is easy to use and super easy to train new staff. Cons The portal has its quirks and a number of unnecessary confirmation screens but overall it is a good product. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. KL Kerstin L. Customer Service Manager Glass, Ceramics & Concrete ### "Great tool " 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 August 23, 2021 PL is a great tool with a lot of functionalities Pros It is easy to use, support is great, a lot of functions and developments Cons Some things have not been fixed so far (address of ship-to, rounding of quantity, some errors need to be cleaned afterwards in SAP) Reasons for choosing Portalink This has been recommended by our Australian colleauges Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. [View all Reviews](https://www.capterra.com/p/200048/Portalink/reviews/) ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.