Whether you're an accountant, IT service provider, software reseller, ERP consultant or business advisor — bring proven AR automation to your clients and standardize finance operations across your portfolio.
The partner program is open to any service provider that helps SMBs run finance, technology or operations.
Firms running monthly close, AR reconciliation, and client cash reporting on QuickBooks or Xero.
Licensed CPAs, QuickBooks ProAdvisors, Xero certified partners, and FreshBooks advisors serving US and Canadian SMBs.
Managed service providers and IT consultants that already own the SMB's tech stack and want to layer in finance automation.
Solution providers and VARs distributing operational software to small and mid-sized businesses across North America.
Implementation partners and consultants working on accounting, ERP, or back-office systems for SMB clients.
Outsourced CFOs and advisory practices that need a finance ops layer they can confidently deploy across every client.
QuickBooks-using SMBs that accept Zelle, ACH or check payments lose time, money and trust to a workflow nobody has fixed yet.
Your clients spend every week matching Zelle, ACH and check deposits against open invoices, one transaction at a time.
Repeatable reconciliation work compounds every month, and your clients pay for it indefinitely until somebody automates it.
Project-based billing has a ceiling. Recurring portfolio value gives your practice predictable growth instead of constant pipeline pressure.
Bring a proven operating layer to your clients, bundle it into your existing service, and standardize workflows across your entire portfolio.
Connect read-only bank data, match payments to invoices, send branded reminders. Your clients see results from day one without changing how they get paid.
RemindLedger fits inside an existing accounting, IT or advisory engagement. Your clients get more value from the same relationship.
One operating model for every client. Onboard new clients in minutes, deliver consistent service quality, and stop re-inventing AR workflows per engagement.
With RemindLedger’s Invoice-On-Payment™ methodology, your clients’ invoices are only issued after the bank confirms the payment. No more month-end credit-note cleanups, no uncollectable tax liability on unpaid invoices, no reconciling phantom receivables.
No credit notes
Invoice issued only when money is in.
No phantom AR
Books always match actual cash flow.
No tax exposure
No fiscal liability on uncollected money.
Apply online. Onboard your first clients. Grow your portfolio.
Submit a short application with your firm details and credentials. Our partner team reviews and reaches out within a couple of business days.
Our team walks you through partner tooling and activates your first client engagements. Onboarding is quick, structured, and built for repeatable rollouts.
As you bring more clients onto RemindLedger, your practice gains a standardized operating layer, deeper client retention, and a foundation for recurring revenue.
Verified bank data sync. No passwords stored.
Works with QuickBooks Desktop, QuickBooks Online, Xero and FreshBooks.
Designed for service practices managing portfolios, not single-tenant tools.
Full program details, pricing, signup and partner FAQ live at partners.remindledger.com.