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FOR ACCOUNTANTS & BOOKKEEPERS

Your clients, informed every morning.

Recommend IA to clients and become their most proactive advisor — without any extra work.

HOW IT WORKS

You recommend IA to your SMB clients. They sign up, connect their tools (Shopify, Xero, Square — whatever they use), and from that night onward they receive a daily briefing: revenue, expenses, stock levels, anomalies, goals. No setup work for you.

When your clients walk into their next meeting, they already know their numbers. You spend less time explaining the basics and more time on the advice that actually moves the needle. And because IA flags anomalies automatically, you often know about an issue before your client does — which is exactly the kind of proactive service that builds long-term loyalty.

KEY BENEFITS
Clients arrive prepared
Daily briefings mean clients already understand their revenue, margin, and cash position before you meet. Conversations go deeper, faster.
Spot issues before your client does
Anomaly alerts fire when metrics move outside normal ranges — a sudden expense spike, a drop in sales, a stock shortfall. You know first.
Your practice looks forward-thinking
Recommending AI-powered reporting positions you as a modern, tech-forward advisor — a genuine differentiator when clients compare firms.
PARTNER PROGRAM
Earn 20% recurring commission on every client you refer.

When a client you refer subscribes to IA, you earn 20% of their monthly subscription — for as long as they stay. No cap, no expiry. For a firm with 20 referred clients on a standard plan, that's meaningful passive income from work you were doing anyway.

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ANGELS THAT MATTER MOST FOR YOUR CLIENTS
Finance AngelDaily P&L snapshot, expense breakdown, cash position, and margin movement. The first thing your clients should read each morning.
Report AngelWeekly and monthly narrative summaries your clients can forward to you before a meeting — no spreadsheet prep required.
Stock AngelInventory levels, low-stock flags, and reorder alerts. Keeps product-based businesses from tying up cash in dead stock.
Become an IA partner
Questions? hello@intelligentangels.ai