herbe.portal provides your customers with a self-service portal for invoices, contracts, and communication—featuring your brand identity and integrated with your ERP in real time.
one place
portal — the entire history of collaboration at a glance
24/7
always available to the customer, even outside of business hours
less
Calls regarding copies of past bills — the customer finds them on their own
100%
Digital Signing of Contracts and Documents
Sound Familiar?
A client calls—he needs a copy of last year’s invoice. One colleague searches through emails, another calls the accountant, and yet another opens the ERP system. The client is told he’ll have the answer in an hour. And this happens every week.
Or the contract has to be signed. The document is sent by email; the client prints it out, signs it by hand, scans it, and sends it back. Or—even worse—waits for a courier.
This isn’t just a minor inconvenience. It’s a systemic problem that wastes time, causes errors, and makes the customer feel that doing business with you is complicated. That’s exactly what herbe.portal solves—with a single self-service portal where customers can find everything they need on their own.
Challanges that herbe.portal addresses
- Customers call and send emails because of copies of invoices — work that adds no value
- Signing of agreement requires physical presence or mailing — slow and expensive
- There is no single place where client can view the entire history of collaboration documents
- Communication is scattered across emails and phone calls—there’s no context, no chronology
- Payment processing is manual and slow—the client waits, you wait
Designed for Businesses that Value Their Customers’ Time
herbe.portal is a customer self-service portal that integrates with Excellent Books and Standard ERP in real time. Customers log in with their credentials, view their invoices, digitally sign contracts, make payments, and message you directly—all in one place, 24/7. All under your brand.
THREE MAIN BENEFITS FROM DAY ONE
- Customers find documents on their own—you won’t receive calls asking for invoice copies
- Digital signing with Smart-ID, Mobile-ID, and eParaksts—no paper or scanning required
- Direct synchronization with ERP—portal data is always accurate and up-to-date
Digital authentication – Smart-ID · Mobile-ID · eParaksts · 2FA
herbe.portal features — Everything in One Portal
herbe.portal is not just a simple document archive. It is a full-featured self-service solution for customers that covers the entire collaboration cycle—from document review to payment and signature.
Invoices and Contracts
Customers can view all their documents in one place—with search, filtering, and download options. No involvement from you is required.
Digital Signing
Legally binding document signing with Smart-ID, Mobile-ID, or eParaksts. Dokobit integration for the highest level of security.
Online Payments
The customer pays the invoice directly on the portal—by card or bank transfer. Instant processing, no waiting.
Communication Platform
Direct messages between the client and your team—linked to a specific document. No more emails without context.
Your Brand
Custom domain, logo, colors, and email templates. The client sees your brand—not Herbe’s.
Multi-Company view
A client working with multiple companies in your group sees everything in a single portal. One login, full transparency.
What do you gain with herbe.portal
Specific results companies see after implementing Herbe.Portal:
- Dramatically fewer calls and emails about invoice copies and document status
- Contracts are signed in days, not weeks—paperless and without mail
- Your team spends time on value-added work, not administrative tasks
- Faster payment collection—customers can pay immediately while on the portal
- Customer satisfaction increases—they feel respected and empowered
- Full ERP synchronization—portal data always matches system data
Herbe.Portal is particularly well-suited for the financial services, leasing, rental, and other B2B business segments, where the volume of customers and documents is high and every call requesting a copy of an invoice incurs a cost. Typical go-live time — 2–4 weeks from contract signing.
Herbe Solutions
herbe.portal is the most comprehensive service in the Herbe suite of solutions—developed by the Burti team, drawing on more than 20 years of experience implementing ERP, automation, and digitalization solutions in the Baltics, Scandinavia, and Europe. The portal works seamlessly with the other Herbe products:
herbe.portal – herbe.calendar · Happ
herbe.portal solution
Choose the best option for your business
- Invoice portal access via link
- Customer self-service base
- Overview of invoices and contracts
- Electronic signature
- 2FA authentication
- Communication platform
- Standard ERP integration
- Everything from Base package
- Customer self-registration
- Registration by invitation
- Loan management module
- Unified multi-company view
- Online payments
- Your logo, colors and domain
- Everything from Portal+ package
- Smart-ID authentication
- Mobile-ID authentication
- Dokobit signing integration
- Custom functionality