From the first quotation to final settlement — Portiva unifies import/export operations, financial management, and customer relationships so your team can move cargo, not spreadsheets.
From the moment an enquiry arrives to the final bank reconciliation — Portiva handles every step without switching tools.
Full lifecycle tracking for import and export jobs. SOP milestones, document uploads, activity timelines, and container tracking — all in one structured view.
Build professional quotations in minutes. AI-powered extraction reads incoming requests and auto-fills line items — cutting quote turnaround time by hours.
Manage vessel bookings, cargo, and container allocations. Seamlessly linked to jobs so operations and commercial teams stay in perfect sync.
A complete double-entry system — proforma and admin vouchers, receipts, payments, journal entries, bank reconciliation, and exchange rate management.
Unified database for customers, vendors, shipping lines, and agents — complete with document management, credit limits, and full transaction history.
Branch-level P&L, job profitability, outstanding receivables, and sales targets. The numbers your management team needs, updated in real time.
Portiva follows the natural flow of your business. No re-entry, no data gaps, no spreadsheet handoffs.
Customer request arrives. Auto-extract details and generate a professional quotation in minutes, not hours.
Quote accepted. Create the job, assign containers, and notify the operations team — no spreadsheet handoff.
Track every SOP step, upload BLs and customs documents, and log each activity with a full timestamp trail.
Raise proforma invoices, collect payments, and reconcile against your bank statement to close the loop cleanly.
Every module is designed specifically for shipping agencies — not adapted from generic ERP software.
The core of Portiva. Track every import and export job from first enquiry to final delivery. Full SOP step management, document uploads, activity timelines, and container tracking — everything your operations team needs in one structured workspace.
A complete double-entry accounting system designed for shipping agencies. Handle multi-currency transactions, bank reconciliation, and financial reporting — all tightly integrated with your job and party data so invoicing is never a separate effort.
Maintain a clean, unified master for every party you work with — customers, vendors, shipping lines, and overseas agents. Complete profiles, document repositories, credit limits, and full transaction history all in one place.
Built for multi-branch shipping agencies. Manage users, control branch-level data access, configure subscription plans, track sales targets, and maintain a complete audit trail — so you always know exactly who did what and when.
Join agencies who have moved from scattered spreadsheets to a single unified platform. A demo takes 30 minutes and shows you exactly how Portiva fits your workflow.