Transform Your Practice with AI-Powered Financial Intelligence

Add $50k-$150k in annual revenue by offering cutting-edge AI insights to your clients

📬 Get Partnership Info

Learn about pricing, onboarding, and revenue potential for your firm

Ready to apply? Scroll down to see full details ↓

Your Clients Want More Than Bookkeeping

They want predictions, insights, and strategic advice. But traditional tools can't deliver that at scale.

📊

Predictive Analytics

Cash flow forecasting 6-12 months ahead. Alert clients to problems before they happen.

💰

Cost Optimization

AI-powered subscription audit finds $200-500/month in hidden waste for every client.

🤖

Strategic Recommendations

CFO-level insights on tax optimization, vendor negotiations, and growth strategies.

🔍

Fraud Detection

Automatically detect duplicate charges, unusual transactions, and billing errors.

📈

Industry Benchmarking

Compare client spending against industry standards. Data-driven decision making.

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Natural Language Queries

Clients ask questions in plain English. "Show all meals over $100 in Q1"

Partner Success Metrics

$85k+
Average Annual Revenue per Partner
73%
Client Adoption Rate
3x
Higher Client Retention
15 min
Setup Time per Client

9 AI Features Your Clients Will Love

What Partners Are Saying

"We added 40 clients to the AI service in 3 months. That's $47k in annual revenue. But more importantly, we closed $85k in consulting projects based on issues the AI identified. This isn't just a product - it's a business development engine."
— Sarah M., Managing Partner, Regional CPA Firm
"The SME review feature is brilliant. We review the AI insights before they go to clients, so we maintain quality control while still scaling our advisory services. Our clients love the monthly reports."
— Michael R., Fractional CFO Services

Partnership Pricing

Starter
$19
per client/month
  • Up to 10 clients
  • All AI features
  • SME review included
  • Email support
  • Training materials
Get Started
Enterprise
$12
per client/month
  • 51+ clients
  • All AI features
  • Dedicated SME reviewer
  • Dedicated success manager
  • White-label options
  • Custom integrations
Contact Sales

Ready to Transform Your Practice?

Start with a free 60-day pilot program (5-10 clients, no cost)

Apply for Pilot Program

Or apply for full partnership