Subscription Manager
Recurring billing dashboard showing active subscription, next payment date, plan details, and upgrade/downgrade options.
Assembly Portal View
Subscription ManagerThis is how it looks inside your Assembly client portalWhite-labeled at portal.cashflowdiary.com
White-Labeled
Your brand, your domain, zero Assembly branding visible to clients.
Passwordless Login
Magic links & Google SSO. Clients never need to remember a password.
Reply via Email
Clients can respond to messages directly from their inbox.
Automated Workflows
Zapier, Make, and webhook integrations for zero-touch operations.
Assembly PortalStripe PaymentsCalendly EmbedNotion EmbedZapier/MakeSOC 2 CompliantHIPAA Ready
⚡ Powered by Assembly · portal.cashflowdiary.com ← Back to Portal Gallery