Dimension scores are derived from public data and fields; weighted into the composite. Reference only.
Portiva is an AI intake platform for European consulting firms, currently focused on tax advisory, with immigration consulting in early access/2026. It is not a simple Q&A bot. Instead, it captures inbound inquiries via a hosted link, website widget, or Telegram, follows up automatically in the client’s language to gather facts and documents, and produces a structured brief that consultants can act on directly.
The product is designed around the “first-round qualification” process for professional services firms. In the examples shown on its site, Portiva can identify topics such as tax residency, DTAs, and cross-border relocation, then organize details including residence, nationality, employment relationship, income, urgency, missing documents, and recommended next steps. On the team side, it provides a desktop-first workspace for viewing queues, briefs, documents, and assignment status. Its value lies in turning fragmented inquiries into reviewable cases, rather than replacing consultants in making final judgments.
The official website says it supports EU-language intake, but the FAQ states that current support is for English and German, with French, Italian, and Spanish being added; Chinese is not mentioned. For integrations, it supports hosted links, website components, and Telegram, and also mentions Email, DATEV, and consultant handoff, but does not disclose a public API. Security is a major focus: data is processed and stored in the EU, with the demo page stating that it remains in Frankfurt, and that customer data has no US sub-processors. It also supports TLS, role-based permissions, workspace isolation, retention policies, DPA, audit exports, SSO/SAML, and more.
Portiva does not charge by seat or per case. Pricing is based on team size, inquiry volume, vertical, and languages. Reference pricing is €900–€1,800/month for small firms, €2,400–€4,800/month for mid-sized firms, and €6,000+/month for multi-entity or high-volume organizations, all excluding tax. It offers a 14-day pilot with one intake flow and one vertical configured, with no credit card required. If the pilot is stopped, data can be exported within 5 days and deleted within 30 days.
Its strengths are its vertical focus, structured output, complete GDPR and EU-hosting narrative, and demos/onboarding involving the founder and engineering lead. Its drawbacks are that the underlying models, accuracy, and quality evaluation methods are not public; the immigration module is not yet mature; and public pricing is only given in ranges and may be expensive for very small teams. It is best suited to European tax advisors, cross-border consulting firms, immigration consultants, and similar organizations with steady inbound volume that care about compliance and multilingual initial screening.
The official website does not specify access from mainland China, Chinese-language support, local payment methods, or RMB billing, so china_access can only be assessed as unknown. Chinese teams serving European clients should pay attention to network accessibility, SEPA/bank transfer payment options, and cross-border data compliance. If Chinese support or local deployment is required, alternatives could include a general form/customer support system combined with a self-built LLM workflow, or a CRM intake module.
⚠ This review is compiled from public sources and does not constitute a purchase recommendation. Verify all facts on the vendor's official site. Verify on portiva.eu official site.
portiva.eu is an EU AI Apps provider. TG4G tracks its product information, an overall rating of 7.0/10, and a China-accessibility score of Workable. Click "Visit Official Site" to reach portiva.eu directly.