Building Smarter Business Relationships
We've spent years working alongside accountants, bookkeepers, and business advisors who want better tools for their clients.
Most partnership programs feel one-sided. Ours started because people kept asking if we could help their clients too. We built something that works for everyone involved—not just us.
What Actually Matters to Your Clients
Your clients trust you with their financial decisions. When they need help managing cash flow or understanding their numbers better, you want to point them somewhere useful.
- Access to tools that make financial management less painful for small business owners who are already stretched thin
- Support that doesn't disappear after the sale—we stick around because businesses change and so do their needs
- Training resources that help your team understand what we do and when it might be relevant for specific client situations
- Referral arrangements that acknowledge your role in connecting clients with solutions that genuinely help them
- Regular check-ins where we share what we're seeing across different industries and business sizes
The People Behind the Partnership
We're not a faceless platform. These are the folks who'll actually work with you and your clients when questions come up or something needs sorting out.
Oskar Lindqvist
Partner Relations Coordinator
Oskar joined us in early 2023 after spending eight years working with small businesses on the Central Coast. He knows what it's like when clients need financial systems that don't require a degree to understand. Most days he's on calls with partners, figuring out how we can make things work better.
Evangeline Kowalski
Integration Support Specialist
Evangeline handles the technical side of getting businesses set up properly. Before joining us in mid-2024, she worked in fintech for six years and got tired of products that looked good but didn't actually solve problems. She's the one who'll walk your clients through setup if they get stuck.
How We Work With Partners
Initial Conversation
We start with a proper chat about what you're seeing with your clients. Not a sales pitch—just understanding whether there's a fit. Some businesses need what we offer. Others don't, and that's fine.
Trial Period
You can test things out with a couple of clients before committing to anything formal. We'd rather you see how it works in practice than take our word for it. Real feedback helps us improve anyway.
Ongoing Support
Once you're up and running, we stay in touch. Monthly calls to discuss what's working and what isn't. Access to our team when questions come up. Resources you can share with clients who need extra help.
Partnership Development Timeline
Discovery
We learn about your practice and the types of clients you work with most often
Setup
Get your team trained on the basics and set up referral processes that make sense
Launch
Start with a small group of clients to test the waters and gather feedback
Growth
Expand based on what you've learned and refine the process as we go
Let's Talk About Your Clients
If you're working with small businesses that struggle with financial management, we should probably have a conversation. No pressure, no commitment—just an honest discussion about whether we can help the people you're already serving.