Docs-lite
Get your ledger ready in a single afternoon.
Follow the guided flows to import statements, link Basiq, and export your EOFY workbook.
Getting started
A lightweight guide to your first EOFY-ready ledger.
Use these steps as a starting point. Each workflow expands inside the Portfolia app when you are ready.
Import workflow
Choose CSV upload, bank sync, or PDF ingestion, then map fields.
Basiq linking
Connect your bank feed, confirm accounts, and review the first sync.
EOFY export
Generate the XLSX export and share it with your accountant.