B2B Client Portals: Connect Self-Service to Omie in 2026
The company ERP hides in the finance area. But what about the client? How do they interact with your service provision? The worst scenario is the client approving a quote via email, and your finance taking 2 days to read it and bill the service in Omie. Modern companies scale by creating Self-Service Portals (Client Portals) linked directly to billing.
The White-Label Experience
The B2B client wants to log into a system with your logo, view project progress, and download invoices alone, without relying on phone calls.
The External Hub in Jestor
This is how Jestor acts to modernize your market relationship:
- External App Maker: You create a Portal in Jestor in minutes. The client logs in securely and views the "Services to Approve" list.
- Immediate Billing: The client clicks the "Approve Service" button inside the portal. Jestor's automation catches this action and sends a Webhook to Omie: "Issue the Tax Invoice and bill for this service now."
- Document Return: When Omie generates the bill and Tax Invoice, Jestor pulls these links back and displays them in the Client Portal, creating an absolute financial self-service environment.
Frequently Asked Questions (FAQ)
Is the portal secure for multiple clients? Yes. Vision rules ensure "Company A" only accesses financial titles generated in Omie against "Company A's" Tax ID. MeetJestor.
Is it more expensive to integrate external portals to the ERP? Using Jestor's Company OS infrastructure, you consolidate API bridges into a single monthly fee based on your operational volume.
Does IT need to build the portal? No. The visual portal is generated via No-Code tools by dragging and dropping blocks by business leadership.
Conclusion
With Jestor, it is possible to automate workflows, connect departments, and create internal systems your way, all code-free and AI-supported.
Discover Jestor and learn how to take your company's management to a new level of efficiency and integration.