Partner program
The partner program for firms that keep their clients' books.
Open your clients' accounts, work in them on their behalf, and earn a share of what each client pays in its first 12 months.
What every partner gets
- Add a client by invitation, or set one up and pay for it
- Keep the client's books in Finance
- Give the first signature on a client's month
- One console and one work queue across every client
- Each client linked to its row in your own client book
- Earn a share for a client's first 12 months
It pays to be a partner
You earn a share of what a linked client pays in its first 12 months. A partner moves up a tier as the number of its paid-up clients grows.
- 30%Founding partnerThe first 10 partners approved, in all countries. 30% for your first 12 months from approval, then your tier
- 5%Bronze1 to 9 paid-up clients
- 10%Silver10 to 24 paid-up clients
- 15%Gold25 to 49 paid-up clients
- 20%Platinum50 or more paid-up clients
The share is worked out on what sieraOS receives for each payment, after tax and the payment provider's fee, on the plan and on its add-ons.
How it works
- 1
Add a client
Invite them and they sign up and pay for themselves, or set the account up for them and pay on their behalf. Either way the company, the Owner and the data are the client's.
- 2
Keep their books
Your people open Finance in the client's account as soon as it is paid for: bank statements, costs, matching, and the first signature on a month.
- 3
Earn for a client's first year
You earn a share of each payment made for a linked client in its first 12 months, whether the client or you pays, and it follows the same path to you each time.
One console for every client
The Partner Console shows what you manage, what you pay and what you earn.
Your clients
Each linked account, its plan and add-ons, when it joined, who pays for it, and whether it is paid up.
One work queue
Months not closed, bank lines not matched and costs waiting, across every client in one list.
What you pay
The clients you pay for, each one's next charge and the total, with one payment method on file.
Invitations
Who you have invited and what state each invitation is in.
What you earn
Your share for each client and each payment, the total for a period, what has been paid out and what is still owed.
Your tier
Your tier and the rate that goes with it.
What a partner may open in a client's account
Bookkeeping only. The list is the same for every client.
Opens and does
- Receivables, Bank, Costs and Reports
- Cost categories, budgets and opening balances
- Bank statements, and matching payments to invoices and costs
- The first signature on a month
Never opens or signs
- Staff records, hiring or sales
- Setting anybody's pay, the final signature on a month, or paying anybody
- Closing or reopening a month
- A company's bank accounts or its mailbox
Questions
About partner accounts
How is my tier decided?
Each month, by how many of your linked clients are paid up. You move up as soon as you qualify, and down only after two months below the threshold.
What does it cost to be a partner?
Nothing, and no professional licence is required. A firm applies, sieraOS reads the application, and on approval the agreement is signed by both sides.
What does a founding partner get?
The first 10 partners approved, counted across all countries, earn 30% for their first 12 months from approval, whatever their client count. After that they move to the tier their paid-up clients earn.
Do I earn on my own sieraOS account?
No. A partner earns a share only on its clients' accounts, never on an account of its own.
Whose account is it?
The client's, however it was set up. The company, the Owner and the data are the client's, and a partner cannot name itself or its own people as the Owner.
Who pays for the account?
Either the client or the partner on the client's behalf. The price is the list price either way and your share is the same. The client can take over paying at any time.
Can a client leave?
Yes. The client's Owner can end the link. The client keeps its account and your share stops.
What can my people open in a client's account?
Finance: bookkeeping in every country. No staff records, hiring or sales. Setting pay, the final signature, closing a month and paying stay with the client's Owner.
Do my people count toward the client's user limit?
No. A partner firm's people are not users of the client's plan.
Become a sieraOS partner.
It costs nothing to join, and no professional licence is required.