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Partners

Partnering with us

We sell direct and implement our own product, so this is not a reseller channel. It is a referral and co-delivery relationship for advisers whose clients keep hitting the same problems — and it is deliberately small, because a large partner network is how implementation quality becomes a lottery.

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Interested in partnering?

Tell us who your clients are and what keeps breaking. We will say whether the fit is real.

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Referral fees paid, disclosedYou keep the client relationshipNo certification gate to refer
Who we partner withHow it worksWhat we payQuestions

Partners

Four kinds of partner, four different arrangements.

These are genuinely different relationships rather than tiers of the same one, and the commercial terms differ accordingly.

Accounting and CPA firms

You advise clients whose systems cannot produce what you need to advise on. Referral, co-delivery on the data work, and read-only auditor access as standard.

Fractional CFOs

You inherit a finance function every few months and spend the first six weeks fixing the same things. Referral plus a standing diagnostic arrangement so you can assess a new client in week one.

Private equity operating teams

You need consistent reporting across a portfolio of companies on different systems. Portfolio-level integration rather than per-company migrations.

Consultancies and integrators

You do process and systems work and need a financial layer under it. Co-delivery, with clear lines about who owns what.

How the relationship actually works

You introduce a client. We scope the work, tell you and them honestly what we think — including when the answer is that they do not need us — and if it proceeds, we deliver it. You keep the client relationship throughout and we do not sell around you.

There is no requirement to be certified, trained, or badged before you can refer someone. A gate on referrals exists to make a channel look substantial, not to make outcomes better, and we would rather have five partners who send us well-qualified work than fifty who have completed a course.

A large partner network is how implementation quality becomes a lottery. We would rather have five good relationships than fifty logos on a page.

What we pay, stated plainly

  • Referral fee: 10% of first-year subscription revenue, paid quarterly in arrears once the client has paid us.
  • Services referral: 10% of professional services fees on the initial engagement.
  • Co-delivery: negotiated per engagement, where you perform part of the work under your own contract with the client.
  • No fee for advice. If you send us someone and we tell them not to buy, nobody owes anybody anything.

Disclosure is a condition, not a courtesy. If you refer a client to us and receive a fee, you must disclose that to the client. We will ask you to confirm it, and we will tell the client ourselves if asked. An adviser recommending a vendor who pays them, without saying so, is the practice we criticise on our own editorial policy page — we are not going to fund it quietly.

What we will not do

  • Resell. You cannot buy at a discount and mark up. We sell direct at published pricing, and a client should pay the same whoever introduced them.
  • White-label. The product is ours and is presented as ours. Custom modules and portals carry your client’s brand, not a partner’s.
  • Pay for volume alone. There are no tiers that pay more for sending more. Volume incentives reward pushing rather than qualifying.
  • Exclusivity, in either direction. You can recommend competitors and we expect you to when they fit better. We will also keep recommending competitors ourselves.

Why the programme is small

Most mid-market ERP is sold through partners, and the variance between a good and a poor partner exceeds the variance between the products they implement. We have been called into enough stalled implementations to be wary of the model.

Our response is to sell direct and implement ourselves, which has real disadvantages we state on our own comparison pages: no local presence, no vertical specialists in industries we have not worked in, and no capacity buffer when demand spikes. A partner network solves those, and it introduces the failure mode we spend a lot of pages warning buyers about.

So we keep it narrow and referral-shaped rather than delivery-shaped. If your clients need local hands-on implementation capacity across many industries, we are honestly not the vendor with the answer to that.

If you already advise on system selection

Read our editorial policy before applying. We take no referral fees from any vendor, and we say publicly that most independent selection advisers take fees from the vendors they recommend without adequate disclosure. If you take fees from several vendors, that is your business — but partnering with us comes with a disclosure obligation to your client, and we will not make an exception to it.

Questions

Common follow-ups.

Do I need to be certified to refer?
No. Certification exists for partners who want to co-deliver, not as a gate on referrals. A gate makes a channel look substantial rather than making outcomes better.
What do you pay?
10% of first-year subscription and 10% of initial professional services fees, paid quarterly once the client has paid us. No volume tiers.
Do I have to disclose the fee to my client?
Yes, and it is a condition of the programme rather than a suggestion. We will confirm it with you and will tell the client ourselves if asked.
Can I resell or white-label?
No to both. We sell direct at published pricing, and a client pays the same whoever introduced them.
Will you sell around me?
No. You keep the client relationship. If they later want to work with us directly, that is their call to make and we will tell you.

Five good relationships beat fifty logos.

Tell us who your clients are and what keeps breaking. We will be straight about whether the fit is real.

Apply to partnerRead our editorial policy