One-time code sign-in
No password, no account – access via a code sent to e-mail or mobile phone.
Axora AI Portal
One place for everything you exchange with your customers.
With Axora AI Portal you invite clients, customers and participants by link. They sign in with a one-time code – no password. Tasks, documents and messages live in one place instead of e-mail inboxes.
AvailableAvailable – standalone or as part of a specialist app
The portal interface is currently available in German.
- One-time code by e-mail or text message
- 3 areas tasks, documents, messages
- Embeddable in Axora specialist apps
- Overview
- Tasks
- Documents
- Messages
2open tasks
5documents
1new message
- Upload ID carddue by 31 OctOpen
- Power of attorney signeduploaded on 14 OctDone
- Question about the tax returnMessage from the firmNew
- Annual documents 20253 documents providedDocuments
The problem today
Documents by e-mail – insecure and confusing.
Inbox chaos
Documents, questions and reminders are spread over countless e-mails.
Insecure channels
Sensitive documents travel back and forth as attachments – with no control over who sees what.
No overview
Customers don’t know what is still missing – your team has to ask repeatedly.
The end-to-end process
Invite, sign in, get it done.
Your customers need neither an account nor training.
- 01InviteInvite participants by link – directly from the portal or the specialist app.
- 02Sign inSign-in with a one-time code, no password.
- 03Complete tasksCustomers see what to do and complete it step by step.
- 04Exchange documentsUpload and provide documents – in one place.
- 05MessagesClarify questions in context instead of by e-mail.
Business prompting
You speak business. Axora speaks AI.
You state your request in the language of your field. Axora connects data, knowledge, business logic and AI – and delivers a result you can keep working with.
Your request
Request the Schuster family’s ID card and take over the data.
Axora orchestrates
- Create a task in the portal
- Send the invitation with a one-time code
- Read the uploaded ID with AI
- Hand the data over to the specialist app
Result
ID received – data ready for review
- Task marked as done
- ID data extracted
- Awaiting confirmation in the specialist app
Illustrative example
Highlights
Secure, simple and embeddable anywhere.
Tasks
Clear tasks with due dates – customers immediately see what is missing.
Documents
Upload and provide documents in one place instead of e-mail attachments.
Messages
Questions right on the case instead of in e-mail threads.
AI extraction
ID cards and files are read with AI and processed further.
Embeddable
As a standalone portal or embedded in Axora specialist apps such as Axora AI Steuerkanzlei.
Built from Axora building blocks
Never starting from scratch.
Every Axora app is assembled from proven platform building blocks. What works in one app is available to all the others.
See the platform & docking stationIntegrated into your system landscape
- Axora AI Steuerkanzlei
- Axora AI Voice Workspace
- E-mail & text message
- Building blockSecure AI accessAll apps use AI through the same controlled access – with models exclusively in the EU.
- AppAxora AI Voice WorkspaceNotes, minutes and interpreting by voice
Goes well with
Data protection & operation
- Secure servers in FrankfurtOperated in a data centre in Frankfurt am Main, Germany. The AI models run exclusively in the EU.
- Data protection under the GDPRWith a data processing agreement (DPA). AI models are accessed only through a central, controlled interface.
- On-premise as an optionFor maximum data sovereignty, we can also run Axora on your own server on request.
See AI Portal in action
We show you the app based on your workflows and work out together which adjustments make sense for your company.