Technology consulting
An honest look at how the business runs today, what is costing you time, and a plan you can act on without buying anything you do not need.
- Systems and workflow assessment
- Roadmaps with real priorities
- Vendor and tool selection
Technology consulting & solutions engineering
Systems that fit the way your business actually runs.
PortalPoint helps small and mid-sized businesses untangle their tools, connect what should already talk to each other, and build the pieces nobody sells. One engineer, start to finish, who also writes the software.
- Fixed-price first phase
- Your data stays yours
- Built, not just recommended
What we do
Consulting that ends in working software.
Most technology advice stops at a recommendation. We carry it through: the assessment, the design, the build, and the hand-over, with the same person accountable for all four.
Solutions engineering
When the off-the-shelf tool does not fit, we design and build the piece that does: internal apps, connectors, automations, and the glue between them.
- Custom internal tools
- APIs and data pipelines
- Automation that is actually maintained
Systems integration
QuickBooks, Microsoft 365, RepairShopr, your CRM, your spreadsheets. We make them agree with each other so nobody re-types anything.
- Accounting and billing sync
- Identity, mail and calendar
- Migration off aging systems
Practical security
MFA, backups, access reviews and staff who know what a phishing link looks like. Security sized for a real business, not a compliance binder.
- Baseline hardening
- Backup and recovery drills
- Staff training via PortalPoint Learn
How we work
Four moves, no mystery.
You will always know what phase we are in, what it costs, and what you get at the end of it.
Listen and map
A working session with the people who do the work. We map what happens today, where it breaks, and what it costs.
Design and scope
A written proposal with the approach, the boundaries, and a fixed price for the first phase. No surprises later.
Build and integrate
We build in short cycles you can see, on your real data, with the people who will use it looking over our shoulder.
Hand over and support
Documentation, training, and a support path. The goal is a system your team runs, not a dependency on us.
Proof of work
We built the software our clients run on.
PortalPoint Desktop is a full business operations suite that installs on a computer in your office and keeps every record there. Service desk, billing, sales, inventory, point of sale and more, each one a module you licence once and own outright.
It exists because we kept building the same connectors and the same ticket queue for different clients. Now it is one product, and it is also the clearest demonstration of how we work: local-first, integrated, and yours.
Address BookThe party record
Service DeskTickets, the queue they sit in, and the time logged against them.
BillingInvoices, receivables, and the approved time and materials that become them.
SalesLeads, deals, proposals and quotes, up to an accepted quote.
InventoryItems, locations, stock levels, vendor links, and the assets under warranty.
QuickBooks ConnectorThe link
EmailNot licensed
Point of SaleNot licensed
ProjectsNot licensed
Hi, I'm Portal. Ask me what PortalPoint does, how an engagement works, or whether we can connect the tools you already use.
Ask Portal
The AI we would put in your business, already at work in ours.
Portal answers questions about PortalPoint from the same kind of small, tightly scoped model we deploy for clients: cheap to run, honest about what it does not know, and never in charge of anything.
It is a good first test of whether AI belongs in a workflow. If it can answer this, it can triage your inbox. If it cannot, we will tell you that too.
PortalPoint Learn
Short lessons your staff will actually finish.
Free, plain-language security lessons with a quick check at the end. Use them for onboarding, or send one to whoever just clicked the link they should not have.
Phishing or scam link
How to spot phishing links
Do not use the link as your source of truth. Use a known-good path to the account, vendor, or person instead.
Mismatched link textWhen a link says one site but opens another
The clickable destination matters more than the visible words. Treat a mismatch as a reason to pause.
Lookalike domainFake websites that imitate real brands
Read the registrable domain slowly, from right to left, before entering anything sensitive.
Start a project
Tell us what is slow, manual, or risky.
A few sentences is enough. We will reply with questions, not a quote, and the first conversation is free.
- Based in
- South Plymouth, New York — working with clients anywhere
- Good fits
- Trades and service businesses, shops with a till, small professional firms, and anyone whose QuickBooks and ticket queue disagree.