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.
- Client onboarding automation with AI-driven data extraction
- Real-time financial dashboards for client portals
- Close and reporting workflow integration
- Early access to partner training and certification content
Fractional CFOs
Serve more clients with AI-powered automation. Deliver CFO-level insights without the overhead of a full-time hire.
- Multi-entity consolidation and reporting
- Cash flow forecasting and scenario modeling
- Board-ready financial presentations
- White-label client deliverables
ERP Implementation Partners
Accelerate NetSuite implementations with AI-powered data migration and reconciliation capabilities.
- Pre-built ERP data migration templates
- Automated reconciliation during implementation
- Technical sandbox and API access
- Joint go-to-market opportunities
Banks & Lenders
Offer AI-powered accounting insights to your commercial lending clients. Improve loan monitoring and credit analysis.
- Real-time loan covenant monitoring dashboards
- Automated financial statement analysis
- Risk scoring integration with existing systems
- Dedicated relationship management team
Consulting Firms
Expand your service offerings with AI-powered financial automation. Deliver higher-value projects with faster turnaround times.
- Project-based implementation services
- Reseller options on multi-entity plans
- Early access to platform roadmap and feedback channels
- Priority placement in the partner directory
Benefits
Recurring Referral Revenue
Earn recurring revenue on every client referral. Ongoing renewal commissions for as long as they remain customers — details shared when you apply.
Technical Enablement
Access sandbox environments, API documentation, and 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
Track referrals and client activity with full visibility into your pipeline.
How It Works
Apply Online
Submit your application through the form below. Our team reviews it and reaches out to schedule a conversation.
Technical Onboarding
Get access to sandbox environments, documentation, and support channels, and learn the platform with our team.
Start Referring
Begin referring clients. Our team provides hands-on support for your first implementations.
Frequently Asked Questions
Ready to Apply?
We are building the partner program alongside early-access onboarding. Apply below and our team will reach out to discuss the fit.