Partner program · accounting
Your firm is a small service business too.
It needs new clients, more from the ones it has, referrals that keep coming, and nothing lapsing at month-end. That is the same four things your clients need — so there are two shelves here. One grows your practice. The other is what you run for clients, under your own name, and bill for.
Shelf one
Grow your own practice
Your firm has a pipeline problem and a referral problem like everybody else, and no time to work on either. These are the apps pointed at your client book rather than a client’s customer list.
See the practice shelfShelf two
Grow what your clients pay you for
The same apps your clients need, running under your name and your domain, billed by you at whatever you decide they are worth. A service line that does not need a hire.
See the client shelfWhy you and not us
You can already see the money stuck in your clients' businesses. They cannot.
An owner sees a bank balance. You see forty days of receivables, a stack of unbilled work, and a supplier relationship that is one late payment away from demanding cash up front. You have been able to see it for years. What you have not had is anything to hand them at the end of that conversation except advice they will not have time to act on.
That is the gap these apps sit in. You keep doing the part only you can do — reading the numbers and saying what they mean. The follow-up that turns your advice into money in their account happens without either of you having to remember it.
None of it is lending, underwriting or a financial product. It is the same cash they were always owed, arriving sooner, because somebody finally asked for it on time.
Shelf one
Apps for your own practice
The four pillars, pointed at your client book. Firms are told constantly to move up into advisory work, and the honest obstacle has always been that advisory takes senior time nobody has spare. This is the part that does not.
Find new customers
Most small businesses do not have a lead problem. They have a follow-up problem — the introduction nobody circled back on, the estimate that went quiet in week two.
Do more with the customers you have
This relationship is already sold. Noticing who has gone quiet, spotting the upsell they would say yes to, keeping the account warm between projects — none of that needs a new sale.
Nothing here yet.
Build partnerships that send you work
Word of mouth is the cheapest growth there is and the easiest to neglect. Someone sent you three jobs last year and you have not spoken to them since.
Nothing here has shipped yet. The roadmap below is what we are building for it.
Make sure nothing slips
Renewals, certificates, month-end paperwork. None of it grows the business, all of it costs you when it lapses, and it always surfaces at the worst possible moment.
Nothing here yet.
In the workshop
What we are building for firms
Tell us which one you'd use and we'll build it sooner — and let you know the day it's ready.
Shelf two
Apps you run for clients, with your name on them
Most of what lands in a bookkeeper's inbox is not a problem, it is a question — has the invoice been received, when is it getting paid. Answering it means opening the ledger, checking the bill and writing the same email again. Answer it before it is asked and most of that traffic never arrives.
Start here
One app, running under the client's name
It connects to a client's QuickBooks Online or Xero, reads what it needs from the ledger, and drafts the follow-up on a schedule — under the client's name, or yours if you would rather it came from the firm.
It reads the ledger and nothing more: no payments, no ACH, no ability to change a client's books.
Your brand on the front
On the Certified tier the apps run on your domain, in your colours, with your sender identity on anything that reaches a client's customers or suppliers. There is no "powered by" badge and no mention of us in the interface. Setting that up is what the one-time $49 activation covers.
- ✓ Wholesale rates on every app
- ✓ One console across all client workspaces
- ✓ Choose which apps each client sees
- ✓ Set your own retail prices and keep the margin
- ✓ Each client isolated — separate data, separate connections
Then it stops being one app and starts being a line on the bill
A firm that only resells a payment app has one thing to sell, and only to the clients who bill on terms. These are the ones firms add next — one for each of the four pillars, because not every client's problem is money.
Fee Watch
Existing customersFinds the money you quietly stopped charging for
You are already in their numbers. This is the conversation about what never made it onto an invoice, and it tends to pay for itself the first time it finds one.
Estimate Follow-up
New customersGets you a yes or a no on every quote you send
For the client whose problem was never collecting. It is the forty quotes that went out last month and never got an answer.
Onboarding
Nothing slipsGets a new customer from signed to started without the chase
Sells to anyone who takes on clients — and it is the same thing you run on your own intake, so you can describe it from experience.
Review Requests
Referrals & partnersAsks for the review while the work is still fresh
Nothing to do with the books, which is exactly the point. Not every client needs a money app to get something out of this.
All four are in build. Tell us which your client book would actually pay for and it moves up the queue — that is a real input, not a form.
What firms ask
Your practice grows the same way your clients' do. Start with one app.
Run it for clients under your own name, or run it for yourself. Free plan on every app while you decide which.