Tool
Clients see their own documents. Only theirs.
A private page for each client with their invoices, quotes, contracts, timesheets and shared files. An owner or admin makes the link, and your AI shapes what it shows.
Tool
What it does
- One live link per client, which an owner or admin makes in the app
- Invoices with the amount open and a payment QR code
- Quotes, contracts and documents sent to that client
- Signature requests waiting on the client, which they sign right on the page
- Timesheets from the time tracker, and files you choose to share
- Switch each section on or off, set how long the link lasts, or revoke it
- You see when a client last opened it
With your AI
How it works with your AI
Ask in plain words, in Claude, ChatGPT or any MCP AI you connected. It works inside Geenius OS, within your permissions.
Show Smit their open invoice and the new contract in their portal, nothing else.
I set the portal for Smit to invoices and contracts only. Timesheets and files stay hidden. The link itself was made by your admin.
An example. Names and amounts are made up.
- 1
An admin makes the link
It is shown once. A new link for a client replaces the old one.
- 2
Your AI shapes the view
It switches sections on or off and shares the files you pick.
- 3
The client opens it
They see their documents and can sign, and you see when it was last opened.
Early access
Put it to work, with you in charge.
Geenius OS is invite-only while we let people in step by step. Request access and you join the waitlist. There is no free plan.