Skip to main content
Partner Program

Partner With FinAdvantage

Join our partner ecosystem of leading CPA firms, Fractional CFOs, ERP integrators, Banks, and Consulting firms. Earn revenue share, access technical enablement, and grow with us.

Partner Tracks

CPA & Accounting Firms

Deliver AI-powered advisory services to your clients while reducing compliance workload. Position your firm as a technology leader.

20% Revenue Share
  • Client onboarding automation with AI-driven data extraction
  • Real-time financial dashboards for client portals
  • Tax preparation workflow integration
  • CPE credits for FinAdvantage certification program

"FinAdvantage transformed our audit workflow. We reduced close time by 60% and can now focus on advisory services instead of data entry."

SC

Sarah Chen, CPA

Chen & Associates LLP

Fractional CFOs

Serve more clients with AI-powered automation. Deliver CFO-level insights without the overhead of a full-time hire.

25% Revenue Share
  • Multi-entity consolidation and reporting
  • Cash flow forecasting and scenario modeling
  • Board-ready financial presentations in one click
  • White-label client deliverables

"I now manage 12 clients effectively with FinAdvantage's automation. What used to take 40 hours per month now takes 8."

MW

Marcus Williams

Fractional CFO Network

ERP Implementation Partners

Accelerate NetSuite, SAP, and Oracle implementations with AI-powered data migration and reconciliation capabilities.

20% Revenue Share
  • Pre-built ERP data migration templates
  • Automated reconciliation during implementation
  • Joint GTM campaigns with market development funds
  • Technical sandbox and API access

"Adding FinAdvantage to our NetSuite practice cut implementation time by 35%. Our clients love the automated reconciliation features."

DP

David Park

CloudFirst Implementations

Banks & Lenders

Offer AI-powered accounting insights to your commercial lending clients. Improve loan monitoring and credit analysis.

15% Revenue Share
  • Real-time loan covenant monitoring dashboards
  • Automated financial statement analysis
  • Risk scoring integration with existing systems
  • Dedicated relationship management team

"FinAdvantage gives us visibility into our borrowers' financial health like never before. We've improved our covenant breach detection by 80%."

JT

Jennifer Torres

Pacific Commercial Bank

Consulting Firms

Expand your service offerings with AI-powered financial automation. Deliver higher-value projects with faster turnaround times.

20% Revenue Share
  • Project-based implementation services
  • Reseller discounts on multi-seat licenses
  • Access to enterprise features and SSO
  • Priority placement in FinAdvantage partner directory

"We built an entire practice around FinAdvantage implementations. It's now our fastest-growing service line with 300% YoY growth."

AR

Alex Rivera

Elevate Finance Consulting

Benefits

20% Revenue Share

Earn recurring revenue on every client referral. Ongoing renewal commissions for as long as they remain customers.

Technical Enablement

Access sandbox environments, comprehensive API documentation, and dedicated technical support for seamless implementation.

Joint Go-to-Market

Co-marketing programs, lead sharing, and presence at industry events. Grow together with our team.

Partner Portal Access

Real-time dashboard for tracking referrals, commissions, and client activity. Full visibility into your pipeline.

How It Works

01

Apply Online

Submit your application through our partner portal. Our team reviews applications within 5 business days.

02

Technical Onboarding

Complete our certification program and get access to sandbox environments, documentation, and support channels.

03

Start Referring

Begin referring clients and earning revenue share. Our team provides hands-on support for your first implementations.

Current Partners

Join leading firms already building with FinAdvantage AI

Chen & Associates CPA

CPA Firm

Fractional CFO Network

Fractional CFO

CloudFirst Implementations

ERP Partner

Pacific Commercial Bank

Bank

Elevate Finance Consulting

Consulting

Summit Accounting Group

CPA Firm

Frequently Asked Questions

Ready to Apply?

Applications are reviewed within 5 business days. Technical onboarding typically takes 1-2 weeks.