Building Partnerships That Work
We've spent years working with Australian businesses, and honestly? The best relationships come from mutual understanding. Not complicated contracts or rigid frameworks.
Our partnership model centres around real collaboration. You bring industry expertise, we bring financial management capability. Together, we create solutions that make sense for your clients and ours.
Started in 2023, we've partnered with accounting firms, business advisors, and technology providers across Canberra and beyond. Each partnership looks different because each business operates differently.
Who We Work With
Freja Lindström
Accounting firm integration specialist based in Sydney
Siobhan O'Malley
Business advisory partner coordination, Melbourne region
Practical Integration
We work alongside accounting practices who want to offer better financial management tools to their clients. Instead of building everything from scratch, you can integrate our platform into your existing service offering.
Business advisors appreciate our communication-focused approach. When you're helping clients improve operations, clear financial communication matters. We handle the technical side while you maintain the client relationship.
Technology providers find our API straightforward to work with. We've designed integration points that make sense for Australian business workflows.
- White-label options available for established practices
- Revenue sharing arrangements tailored to partnership structure
- Technical support during client onboarding phases
- Regular partner briefings on platform updates and features
- Co-marketing opportunities for joint client education
- Access to partner portal with client management tools
How Partnerships Start
Most partnerships begin with a conversation. Usually someone reaches out because they're dealing with clients who need better financial communication tools. Or they've hit limitations with their current solutions.
We typically start with a trial period. You pick one or two clients who might benefit, and we work through the integration together. This gives everyone time to see if the fit makes sense.
During 2025, we're particularly interested in partnerships with firms expanding their digital offerings. The Australian market is shifting towards more integrated financial technology, and timing matters.
We're not looking for huge numbers. Three good partnerships working well beat twenty partnerships struggling to find traction. Quality over volume, every time.
If you're working with small to medium businesses who wrestle with financial reporting and stakeholder communication, let's talk. Our next partnership review cycle opens in August 2025.
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