All-in-One
Platform
Tasks, projects, clients and finances in one place — with AI invoice intake, bank reconciliation and margin per project. Also works from Claude.
System Active
What is GambIT Portal?
GambIT Portal is a web platform for companies that combines task and project management, a CRM with a client portal, invoicing and HR administration. It reads invoices with AI, reconciles bank statements and calculates margin per project. It is also reachable from Claude through a built-in MCP server.
At a glance
- Who it is for
- Agencies, construction and service companies, finance teams — 3 to 100 people
- Deployment
- Cloud SaaS, no installation. Each organisation is isolated at row level.
- Integrations
- Claude (MCP), Google Calendar and Google Tasks, Apple/iCloud calendar, Stripe, email
- Language
- Bulgarian interface, with documents matching Bulgarian labour law
- Pricing
- Free plan; Pro €9.99/mo; Enterprise €29.99/mo
All-in-One ERP, CRM and Projects in One
Most task managers stop at "how many hours did we log". GambIT Portal keeps going: contract lines, invoices, cash, bank reconciliation and labour cost come together into a single number — margin per project.
The platform takes over routine admin where it actually costs time: it reads scanned invoices, matches them to a client and a project, reconciles bank statements against issued invoices, and generates ready leave applications and orders with their statutory numbering.
Run it from Claude
A built-in MCP server with 43 tools: create tasks, log meetings and ask "what are we owed" straight from Claude.
AI Document Intake
Reads invoices from PDF and falls back to vision for scans. Matches Cyrillic company names to your clients, then waits for a human to confirm.
Built for Bulgarian Paperwork
Generates the NOI submission file and leave applications/orders numbered sequentially per company and year. Working days are counted net of public holidays, including a computed Orthodox Easter.
Finance Access Is Its Own Permission
The accountant sees cost rates, the delivery manager does not. The permission is separate from the role, and each organisation's data is isolated at row level.
Role model for security and control
The platform maintains strict Role-Based Access Control (RBAC), ensuring each user sees only what is necessary.
Super Admin
SaaS OwnerManagement of global settings, subscriptions and monitoring of all organizations.
Organization Admin
Business OwnerFull access to all company modules, workflow settings and finances.
Manager / Employee
StaffAccess to operational tasks, projects and internal communication according to permissions.
Client
External UserLimited access via 'Client Portal' – sees only own projects and quotes.
Functional Modules
Full integration between 7 key components.
1. Operations Management (PM)
The heart of the system. Kanban board, lists, Team View and intelligent calendar.
2. CRM & Client Portal
Secure client environment. Requests, quotes and contractor management.
3. Knowledge Base
Centralized knowledge hub. Wiki, notes and shared meetings.
Deployment Guidelines
Step 1: Init docker container.
Step 2: Run migration scripts.
Step 3: Verify environment variables...
4. AI Finance (Invoicing)
Automatic invoice reading (OCR + AI) and order generation.
5. HR & Administration
Sick leave and holidays with schedule-conflict checks, remaining-balance calculation and ready-to-sign documents.
6. AI Assistant
Voice-to-Text task creation. AI Copilot for field completion.
7. Analytics & Reports
Dashboards for efficiency, time tracking and financial results.
Seamless Workflow
1. Login & Dashboard
User logs in and sees a personalized dashboard with 'Daily Tasks' and important reminders.
2. Notification & HR
A sick-leave request comes in. The system checks it against assigned tasks, marks the absence in the schedule, and prepares the NOI file and the order for signature.
3. Smart Invoicing
Takes photo of lunch invoice with client. AI reads data, classifies as 'Project Expenses' and generates order.
4. Automatic Report
At month end the system generates a client report with the work done, the hours logged and their cost, and publishes it to the client portal.
Plans
Start free. Upgrade when the team grows.
Free
For a small team just getting its tasks in order.
- Up to 3 users
- Up to 50 tasks
- 100 MB of files
Pro
For teams that log hours and invoice clients.
- Up to 10 users and 1,000 tasks
- AI features and reports
- Client portal
- 1 GB of files
Enterprise
For companies with several departments and a full financial picture.
- Unlimited users and tasks
- Advanced analytics
- 10 GB of files
Prices exclude VAT. Paying yearly saves two months.
Technical Foundation
React 19 and FastAPI, with Gemini for document intake and an MCP server for the Claude connection.