Industries
Software for accounting firms
In short
A firm's problem is not processing: it is that client information arrives late, incomplete and disorganized. If the client uses a system that connects their sources automatically, everything reaches the firm ready to work with. And you can be the one offering it, with recurring commission.
Where a firm's time goes
The technical part of accounting work has been solved for years. What consumes the time is everything that happens before:
- Chasing documentation. Reminding the client, month after month, to send what is missing.
- Sorting what arrives. Photos of receipts, mixed PDFs, statements that do not reconcile.
- Entering by hand what could arrive on its own. Bank transactions, payments and card settlements.
- Handling the last minute rush. Because information arrived late and the deadline does not wait.
Two ways to work together
| Model | How it works | What you get |
|---|---|---|
| Referral | You pass the contact and we handle the rollout | 15 to 20% of the monthly fee, for as long as the client stays |
| Revenue share | You co-sell and support the onboarding | 25 to 30% of the recurring fee |
| Resale | You invoice it, as part of your service | Wholesale pricing and your own margin |
In all three cases we handle rollout and support. The firm takes on no technical work.
The solution
What you offer your client base
Financial order
Your clients connect bank, payment processors, tax authority and cards. You receive a clean export.
See more →Staff attendance
Timesheets and payroll items exported in a spreadsheet, ready to process.
See more →Guides for your clients
Written material you can share with your client base to explain the value.
See more →Frequently asked questions
Frequently asked questions
Do I have to provide technical support to my clients?
No. Rollout, training and support are on us. Your role is to recommend and, if you want, to join the first meeting.
What happens if one of my clients cancels?
Commission is paid while the client is active. If they cancel, it stops accruing, with no other consequence for the firm.
Can I try it before offering it?
Yes, and it is what we recommend. We can roll it out first for the firm itself or for a trusted client, so you see how it works before putting your name on it.
How does my work change if my clients use it?
The biggest change is that you stop chasing documentation. Information arrives clean, complete and on time, and the firm's work shifts from collection to analysis.