Deal workspace
Every quote, document, task, message, and milestone of a trade on one page, with accountable next actions tied to it. Stop hunting through chats and inboxes for where a deal stands.
A deal operations platform for the companies that move grains, softs, and specialty crops out of South America. Built for producers, exporters, brokers, and traders who've outgrown spreadsheets and chat, but don't want enterprise CTRM. With an AI assistant that works on your own trades.
Today
Deals live in WhatsApp threads.
Documents live in email chains.
Margins live in someone's head.
Connect your AI agent to PortaLonja, whether Claude, Codex or another, and it works inside the portal as you, seeing exactly what your role sees and nothing more. Ask about any deal, shipment or payment in plain language. It reads, it prepares, you decide.
Margins, open receivables, what a supplier quoted last month, which containers still miss a B/L. It searches deals, emails, WhatsApp chats and the text of every document.
Replies to buyers, freight requests to forwarders, payments received and price updates, drafted on the right deal so you start from a finished first version.
Anything that goes outside the company or moves money waits in your review panel until you edit and send it, or approve it.
Tasks, notes, follow-up dates, emails and chats filed on the right deal. You confirm each change before it is written.
Which buyers are late on payment? Draft a reminder for the oldest one.
list_receivables · get_deal · draft_email Two installments are overdue. The oldest is USD 48,200 on the chia deal with Nordhafen Foods, due 12 October, balance after the 30% advance. I drafted a reminder to their buyer with the invoice number and your bank details.
Drafted · waiting in your review panelNine pieces that already do the job. The kind of features you don't notice until they're missing.
Every quote, document, task, message, and milestone of a trade on one page, with accountable next actions tied to it. Stop hunting through chats and inboxes for where a deal stands.
Connect your mailbox and each email lands on the right deal by itself, attachments one click from the deal documents. WhatsApp chats come in through a browser extension, voice notes transcribed, and land on the deal too.
Generate the proforma, commercial invoice, and sales contract straight from the deal: numbered, formatted, ready to send. Issue from each company you trade through, with its own branding, fiscal data and numbering, under the rules of seven South American countries.
Every PDF you upload is read: B/L, invoice, packing list, certificates. Weights, seals and container numbers are pulled out and cross-checked across the deal, so a wrong weight shows up before the buyer finds it.
Booking, loading, transit, arrival, per container, with the documents and tasks of each stage. Send freight requests to forwarders, compare their quotes side by side, and carry the winning rate into your CFR price.
Payment terms with installments, what each buyer owes and when, the right bank details on every deal. Brokers see their commission fall due the moment the buyer pays, co-brokers included.
Buyers log in to see their own deals, documents, and shipments. Stop forwarding the same BL three times a week.
Browse what suppliers have available right now: photos, spec sheets, packaging, certifications. Share specific batches with buyers in a click.
Every certification, expiry date, and required document tied to supplier and deal. Get pinged before something lapses, not the day before shipment.
What we are building next, in the order we are building it.
Your procedures, rules and preferences in one place the assistant reads, brought up on the deals and shipments they apply to. Your team decides who may change what.
BuildingThe paper loading order as a link for the crew at the warehouse: checks, seal and lot confirmation, photos and a signature, approved by your team.
NextExport documents already follow the rules of seven South American countries. Filing straight with the tax authorities comes next, starting where the format is public.
PlannedVolumes, margins and activity across the whole book, and reconciliation against your accounting.
PlannedThe product earns its place by removing friction from the next deal, not by looking impressive in a slide.
Built in the region, for how trade actually works here. Multi-language counterparties, WhatsApp-first, paper-heavy.
Every feature ships only after it's been used in real deals. We don't speculate about your workflow.
Tell us how you trade and we will walk you through the platform, focused on the parts that matter for your operation. No spam, no drip campaigns, no card.
We will be in touch to set up a walkthrough demo for you.