Partner program

Refer CFO firms. Earn 20% for a year.

For accounting firms, CFO networks, coaches and consultants who work with finance leaders. Firms you refer get 50% off their first month.

20% of collected revenue

On every invoice a referred firm pays in its first 12 months, including added client seats.

≈ $5,750 per firm

A firm on Professional CFO ($2,500/mo) earns you about this in year one, after their first-month discount.

Paid monthly

Commissions become payable after a 60-day refund window. Payouts go out monthly once you reach $100.

How it works

Apply below. We approve partners within 2 business days.
Share your link: to the homepage, the product tour or the free revenue audit (a great door-opener).
Anyone who creates a workspace within 60 days of clicking is yours. The first referrer wins.
Track clicks, sign-ups, paying firms and commissions in your partner dashboard.

Already a customer?

Every workspace has a “give a month, get a month” link under Refer & earn. The firm you refer gets 50% off, and you get a free month once they've paid for 2 months.

Apply

Program terms (summary)

Commission: 20% of amounts actually collected from a referred firm during its first 12 months (taxes excluded). USD payments only.
Attribution: 60-day cookie from your link; the first referrer wins; self-referrals and your own firms don't count.
Refund window: each commission is held 60 days. Refunds within that window reduce or cancel it.
Payouts: monthly, once your payable balance reaches $100. US partners provide a W-9 (a 1099 is issued where required).
Please don't bid on our brand name in ads, offer discounts beyond the program's, or send unsolicited bulk email.
We may update terms with 30 days' notice. Commissions already earned are always honored.