Grow Your Practice with the AI Finance OS
Fintra for Accountants & CPA Firms puts every client on one AI-native platform - books, payroll, forecasts, and compliance in a single pane. Your team reviews and advises; the AI does the grunt work.
Apply to the programWhy firms partner with Fintra
One platform for every client, AI for the busywork, and a new line on your P&L.
Multi-client efficiency
Switch between client books in one click instead of juggling five logins per client. Standardized charts of accounts, close checklists, and reports across your whole roster mean junior staff ramp faster and partners review more clients per day.
AI does the grunt work
Categorization, reconciliation matching, close-checklist prep, and first-draft reports are handled by AI - with every action logged and gated for your approval. Your firm moves up the value chain from data entry to advisory.
A new revenue line
Earn a generous revenue share - up to 30% in year one - on every client you bring onto Fintra. Advisory retainers get easier to justify too, because the platform surfaces the forecasts and variances your recommendations are built on.
How it works
Three steps from application to your first revenue-share payout.
- 1
Apply
Tell us about your firm using the application form below. We review every application personally and respond within two business days.
- 2
Onboard your clients
We help you migrate client books, map charts of accounts, and set up multi-client access for your team - with white-glove support for your first cohort.
- 3
Earn
Collect your revenue share on every active client subscription, and free up staff hours to sell the advisory work your clients actually want to buy.
Partner benefits
What every accepted firm gets - and what's landing next.
| Benefit | What it means |
|---|---|
| Free partner seats | Your firm staff use Fintra at no cost across all client accounts you manage. |
| Revenue share | A generous share of subscription revenue - up to 30% in year one - on clients you bring to Fintra. |
| Co-branded reportsComing soon | Client-facing reports and dashboards carry your firm’s name alongside Fintra. |
| Priority support | A dedicated partner support channel with faster response targets than standard support. |
| Partner directory listingComing soon | A public listing so Fintra customers looking for an accountant can find your firm. |
Frequently asked questions
What does the partner program cost?
Nothing. There is no fee to apply or participate, and your firm’s staff seats are free. Your clients pay their normal Fintra subscription, and your firm earns a share of that revenue.
How is client financial data secured?
Client data is encrypted in transit and at rest, access is role-based and fully audit-logged, and AI actions are governed at runtime. Our Trust Center documents the security architecture, SOC 2-aligned compliance program, and AI governance controls in plain language. Read the Trust Center
Who owns the client relationship?
You do - your clients remain yours. Fintra is the platform your firm runs them on. We never market to your clients directly or route them to another firm, and if you leave the program your clients’ data is exportable at any time.
Do you help migrate clients from QuickBooks or Xero?
Yes. Partner onboarding includes migration help: chart-of-accounts mapping, historical balance import, and a parallel-run period so you can verify the books match before switching over. Your first cohort of clients gets white-glove treatment.
Is there a certification or training program?
Every partner firm gets structured onboarding and training on the platform. A formal Fintra certification - with a badge for your website and priority placement in the partner directory - is on the roadmap and will be free for early partners.
Ready to grow with Fintra?
Applications reviewed personally - no automated rejections.