Your Customers. Your Brand. A New Recurring Revenue Stream.
Launch AI-powered bookkeeping for the businesses you already serve — without building accounting software or staffing a traditional bookkeeping department.
Turn your existing small-business customer relationships into an additional recurring service. SmartBooks provides the AI accounting platform, automation, reporting, and optional managed customer follow-up infrastructure. You maintain the customer relationship and control your offering.
Built for companies serving hundreds or thousands of small businesses.
Illustrative interface. Actual features and configuration may vary.
You've Already Acquired the Customers. Now Unlock More Value From Every Relationship.
Acquiring a small-business customer takes time, marketing investment, and effort. But once that relationship exists, there may be opportunities to provide additional valuable services.
Bookkeeping is one of the most important ongoing needs for small businesses. Traditionally, offering bookkeeping requires hiring staff, building processes, selecting software, and managing ongoing accounting operations.
SmartBooks changes that equation. Our partner model gives established companies a way to add bookkeeping to their existing offerings using AI-powered accounting infrastructure.
Create New Recurring Revenue
Add a monthly bookkeeping offering to your existing products and services.
Leverage Your Existing Customer Base
Offer an additional service to businesses that already know and trust your organization.
Avoid Building From Scratch
Use existing AI-powered accounting technology and optional managed operations rather than creating an entirely new infrastructure.
The opportunity isn't acquiring thousands of new customers. It's offering more value to the customers you already have.
What Could Your Existing Customer Base Be Worth?
Explore how adding bookkeeping could create an additional recurring revenue stream for your business.
Your assumptions
Modeling wholesale fee: $129 per active customer per month. Illustrative pricing — final wholesale rates are subject to a partner agreement.
Illustrative results
Partner revenue is shown before sales, marketing, customer acquisition, support, taxes, and other operating expenses. All examples are illustrative scenarios, not revenue forecasts or guarantees. Actual results depend on customer adoption, pricing, costs, retention, and the final partner agreement.
A New Bookkeeping Offering. Without Building a Bookkeeping Department.
We've simplified the operating model so you can focus on your existing customers while our platform handles the technology and bookkeeping workflows.
You Introduce the Service
Offer AI-powered bookkeeping to your existing small-business customers. You maintain your brand and customer relationship.
Customers Connect Their Accounts
Customers complete a guided onboarding process and connect their supported financial accounts. The platform begins importing and organizing financial activity.
AI Handles the Bookkeeping Workflow
The system processes transactions, identifies transfers, supports reconciliation, generates reports, and flags missing information.
Follow-Up and Exceptions Are Managed
AI-powered communication handles routine requests. Depending on the partnership model, your team or our managed operations team handles unresolved customer follow-up. Complex accounting matters can be escalated to qualified professionals.
You focus on customer relationships and growth. We provide the accounting technology and operational infrastructure.
Your Business Focuses on Growth. Our Infrastructure Handles the Heavy Lifting.
The split between partner-managed and fully managed follow-up depends on the program you select. Human follow-up, exception handling, and professional escalation are coordinated according to the agreed process — not automatically unlimited on every plan.
AI-Powered Bookkeeping Infrastructure Built to Scale
Behind every partner offering is an accounting platform designed to automate repetitive bookkeeping work and surface the situations that actually require attention.
Automated Transaction Processing
Import supported financial transactions and organize activity with AI-assisted categorization.
Intelligent Transfer Recognition
Identify potential transfers between accounts and reduce duplicate income or expense classifications.
Receipt and Document Processing
Help businesses collect, organize, and associate supporting documents with financial activity.
Reconciliation Workflows
Support account reconciliation and identify transactions or balances that require further investigation.
Financial Reporting
Provide organized financial information and reports that help businesses understand performance.
Proactive Exception Detection
Identify missing information, unusual transactions, disconnected accounts, and other issues requiring attention.
The platform is designed to automate routine workflows and help identify items needing attention. It does not replace professional accounting judgment, and configuration varies by partnership.
Don't Want to Manage the Bookkeeping Operation? We Can Help With That Too.
Our AI handles routine bookkeeping workflows and initiates customer communications. When additional information is needed, the system can automatically request it. Unresolved requests can be routed to a managed operations team for human follow-up. The experience can be configured around the partner's brand and agreed service structure.
Arrows indicate sequence. Actual routing and escalation depend on the agreed program.
“Hi John, we're finishing your September bookkeeping and need a little information about the $4,850 payment on September 17. What was this payment for?”
“That was the down payment on our new work truck.”
What the managed model is designed to provide
Important: Routine customer follow-up and professional accounting judgment are separate functions. Managed follow-up is not a substitute for professional accounting or tax advice.
More Revenue Opportunities. Less Infrastructure to Build.
New Monthly Recurring Revenue
Introduce an ongoing bookkeeping service alongside the products you already offer.
Higher Customer Value
Expand the range of financial and operational services available to existing customers.
Stronger Customer Relationships
Become a more integrated service provider to your small-business customers.
Faster Market Entry
Explore a bookkeeping offering without starting a software development project from scratch.
Flexible Branding
Present the service under your own brand through an agreed private-label configuration.
Scalable Operations
Use AI-driven workflows and optional managed follow-up to reduce repetitive manual work.
Your Customers Get Better Bookkeeping Support. You Get a Stronger Business Relationship.
Small-business owners don't want to spend their evenings sorting transactions, searching for receipts, or figuring out accounting software. They want their financial information organized, understandable, and accessible.
Your bookkeeping offering can help them spend less time managing the books and more time running their businesses.
Less Manual Bookkeeping
Automated transaction processing reduces repetitive administrative work.
More Organized Financial Records
Transactions, receipts, and financial information are managed through structured workflows.
Proactive Communication
Customers can be notified when additional information is needed.
Better Financial Visibility
Financial reporting helps owners understand revenue, expenses, and business performance.
A Human Connection
Customers can receive follow-up assistance when automated communication isn't enough.
Support for Their Tax Professionals
Organized bookkeeping records can make collaboration with accountants and tax preparers easier.
We handle the books. You run the business.
Built for Companies That Already Serve Small Businesses
Merchant Services & Payment Processors
Add bookkeeping to an existing portfolio of merchant services.
Payroll Companies
Expand from payroll into ongoing financial recordkeeping.
Tax Preparation Organizations
Create year-round bookkeeping offerings for business tax clients.
POS Providers & Resellers
Offer bookkeeping alongside the systems customers use to run their businesses.
Vertical SaaS Platforms
Extend industry-specific software with AI-powered accounting capabilities.
Business Lenders & Financial Services
Help business customers maintain more organized financial information.
Franchise Organizations
Explore a standardized bookkeeping offering across franchise locations.
Business Formation Providers
Introduce bookkeeping to newly formed businesses.
Don't see your industry? If your organization serves small businesses, we'd like to talk.
Explore a PartnershipChoose the Operating Model That Fits Your Business
Platform Partner
We Power It. You Manage It.
Best for companies that already have customer-service or bookkeeping operations.
- AI accounting platform
- Multi-client dashboard
- Transaction automation
- Financial reporting
- Exception identification
- AI communication workflows
- Partner-managed human follow-up
- Partner-controlled customer relationships
- Flexible retail packaging
- Wholesale platform pricing
Managed White-Label Partner
We Power It. We Help Operate It. You Grow It.
For organizations that want the service offered without building an internal follow-up function.
- Everything in Platform Partner
- Managed customer follow-up
- Automated communication workflows
- Human exception follow-up
- Partner-branded communication options
- Operational support workflows
- Defined escalation procedures
- Reduced need for an internal bookkeeping support team
- Wholesale managed-service pricing
Enterprise and volume arrangements are available for organizations with large customer bases.
All program capabilities, pricing, branding arrangements, and service levels are subject to the final agreement.
Manage Hundreds of Customers Without Manually Reviewing Every Account
The partner dashboard provides a centralized view of customer activity, onboarding, outstanding requests, and items requiring attention.
Illustrative interface. Actual features and configuration may vary.
From Partnership Conversation to Customer Launch
We work with partners to define the offering, configure the experience, and test the model before expanding.
Discovery
We learn about your business, customer base, existing services, and partnership objectives.
Business Case
We evaluate retail pricing, wholesale economics, adoption scenarios, and the appropriate operating model.
Platform Demonstration
We show the accounting workflows, partner dashboard, customer experience, and managed operations model.
Partner Configuration
We establish branding, service responsibilities, communication workflows, support processes, and commercial terms.
Pilot Launch
Start with a controlled group of customers to validate onboarding, service quality, customer engagement, and operating economics.
Expansion
Once the model is validated, expand through your existing sales channels and customer relationships.
Start with a pilot. Prove the model. Scale with confidence.
Frequently Asked Questions
You Already Have the Customers. Let's Build Your Next Revenue Stream.
Your company has already established valuable relationships with small businesses. Now explore how AI-powered bookkeeping and managed operating infrastructure could help you introduce an additional recurring service.
Let's Explore What This Could Look Like for Your Company
Tell us a little about your organization and we'll help you evaluate the opportunity.
SmartBooks provides accounting technology and workflow automation. Availability of managed services, professional review, and specific partnership features depends on the applicable agreement. All program capabilities, pricing, branding arrangements, and service levels are subject to the final agreement. Revenue examples shown on this page are illustrative scenarios, not forecasts or guarantees.