Give your clients Financial Analytics for Free
Integrate Fiscility's powerful financial analytics and reporting engine directly into your financial services. Give your customers the insights they need without building it yourself.
Partner with Fiscility
Financial service providers who want to offer their clients professional-grade analytics and reporting capabilities without building the technology themselves.
Accounting Firms
Enhance client services with comprehensive financial analytics
Offer your clients professional-grade financial reporting and insights beyond traditional bookkeeping. Fiscility provides the data visualization and analysis tools your clients need.
Your Clients Need:
- Clients want more than just tax prep
- Need ongoing financial insights
- Demand modern, automated solutions
Fiscility Provides:
White-label analytics platform to expand your service offerings
Financial Consultants
Provide data-driven recommendations with real-time insights
Give your clients the tools to track progress between meetings. Fiscility delivers the comprehensive financial data you need to provide better guidance and advice.
Your Clients Need:
- Clients need ongoing financial monitoring
- Want data-driven recommendations
- Expect modern digital solutions
Fiscility Provides:
Real-time client data for better consultations and advice
Wealth Management Agencies
Scale personalized service with automated analytics
Provide high-touch service to more clients by automating financial analysis. Fiscility handles the data aggregation and reporting, so you can focus on strategy and relationships.
Your Clients Need:
- High-net-worth clients expect sophistication
- Need comprehensive portfolio insights
- Want frequent, detailed reporting
Fiscility Provides:
Automated client reporting and portfolio analytics at scale
Financial Planning Services
Create comprehensive plans with complete financial pictures
Build better financial plans with access to all client data in one place. Fiscility provides the foundational analytics you need for accurate planning and projections.
Your Clients Need:
- Clients have complex financial situations
- Need accurate data for planning
- Want regular progress updates
Fiscility Provides:
Complete financial data consolidation for accurate planning
Business Banking Partners
Offer enhanced financial services to small business clients
Extend your banking relationship beyond basic accounts. Partner with Fiscility to offer your business clients professional financial analytics and reporting capabilities.
Your Clients Need:
- Small businesses need better financial insights
- Want more than basic banking services
- Expect integrated financial solutions
Fiscility Provides:
Enhanced banking services with professional analytics
Independent Financial Advisors
Deliver enterprise-grade tools to individual clients
Compete with larger firms by offering sophisticated financial analytics. Fiscility gives your clients the same level of financial insight that large wealth management firms provide.
Your Clients Need:
- Clients want institutional-grade tools
- Need to compete with larger firms
- Want comprehensive client insights
Fiscility Provides:
Level the playing field with enterprise-grade client tools
Partnership Benefits
Everything you need to offer financial analytics
Partner with us to offer comprehensive financial analytics to your clients while earning recurring commission on every subscription.
- Partner Commission Program
Earn 20-30% recurring commission on every client subscription for as long as they stay active.
- 25% monthly recurring commission
- No commission caps or limits
- Monthly automatic payouts
- Track earnings in partner dashboard
- Ready-to-Sell Solution
Complete financial analytics platform your clients can start using immediately.
- Full dashboard and reporting suite
- Automatic transaction categorization
- Multiple account connections
- CSV export capabilities
- Partner Support Included
We handle all technical questions and client support so you can focus on your business.
- Direct client technical support
- Partner onboarding training
- Sales presentation templates
- Client setup assistance
- Instant Client Value
Your clients get enterprise-level financial insights at small business pricing.
- Comprehensive financial analytics
- Automated reporting capabilities
- Multiple dashboard views
- Real-time transaction syncing
- Client Retention Tool
Sticky service offering that keeps your clients engaged and reduces churn.
- Daily and weekly automated reports
- Monthly comprehensive analysis
- Ongoing financial insights
- Continuous value delivery
- Scalable Partnership
One partnership can yield 10-50 clients vs individual B2C acquisition.
- Leverage your existing client base
- Systematized client acquisition
- Predictable revenue growth
- Less operational overhead
Why partners choose Fiscility
Strategic leverage over grinding for individual signups. One partnership can yield 10-50 clients vs individual B2C acquisition, with partners handling the selling while you focus on product.
Recurring Revenue Without Extra Work
Earn 25% commission every month for as long as your clients use Fiscility. A partner with 20 clients earning $49/month each generates $245 in monthly recurring revenue.
Zero Development Time
No need to build financial analytics in-house. Offer enterprise-level insights to your clients immediately without any technical development.
Client Retention Weapon
Sticky service offering that provides ongoing value. Clients who use financial analytics are significantly less likely to churn from your core services.
Full Support Included
We handle all technical questions and client support. Your clients contact us directly for any issues, removing the support burden from your team.
The math that makes sense
Commission continues as long as clients stay active. No caps, no limits.
How the partnership works
Simple 4-step process to start earning recurring commission from your existing client relationships.
Partner Onboarding
Join our partner program with a simple 30-minute training session covering how to present Fiscility to your clients.
- Partner agreement and commission setup
- 30-minute product training session
- Access to partner dashboard
- Sales presentation templates provided
Present to Your Clients
Use our done-for-you presentation materials to introduce Fiscility to your existing client base.
- White-label slide deck provided
- Client handout materials included
- Minimum 10 client presentations in first 30 days
- We provide objection handling scripts
Client Signup & Billing
Clients sign up directly with Fiscility. We handle all billing, technical setup, and ongoing support.
- Direct client signup process
- We handle all billing and payments
- Technical setup assistance provided
- All client support managed by us
Earn Recurring Commission
Receive 25% commission monthly for as long as your clients remain active subscribers.
- Automatic monthly commission payouts
- Real-time earnings tracking
- No commission caps or limits
- Commission continues indefinitely
Zero risk guarantee
Money-back guarantee if your first client doesn't love Fiscility. We handle all technical setup so there's zero work for you.
Interested in white-label solutions?
We're currently developing our B2B platform for financial service providers. Get in touch to learn more about partnership opportunities.