Strengthen your advisory offering
Use more coordinated accounting and reporting workflows to support cash-flow discussions, performance reviews and planning services.
Practicing Accountants
Move beyond routine processing. Make more room for advice.
Combine your judgement with AI employees for accounting and finance. Automate routine preparation. Give clients more timely insight. Create more room for advisory work.
Explore joining AutomisWhy partner with Automis?
Reduce repetitive coordination
Help clients streamline reconciliation and information gathering, reducing the time your team spends chasing documents and reconciling disconnected records.
Deepen client relationships
Build ongoing engagements around financial visibility, process improvement and the changing needs of the businesses you advise.
Products to explore with your clients
Match capabilities to real business requirements, then agree the appropriate product and implementation scope.
A partnership built around shared growth.
Product knowledge for your team
Build familiarity with the relevant Automis products through the partner training and assessment process. Help your team understand which capabilities fit each client need.
A clearer route to client onboarding
Define the right products, responsibilities and implementation requirements with Automis so clients understand their next steps and the scope of your support.
A workspace for the relationship
Following approval and activation, use the partner workspace to coordinate client onboarding, support and renewals within your assigned access.
Room to grow your services
Start with your strongest area of expertise. As client needs evolve, explore additional products and service opportunities with Automis.
Available support, access, commercial arrangements and responsibilities are confirmed during the partnership review and agreement process.
From introduction to a working partnership.
- Apply and verify your email
Share your business details, markets and preferred partnership role. New account holders verify their email before signing in.
- Review the fit together
Discuss your experience, client needs and product interests. Automis reviews your application and verification information.
- Agree your partnership scope
Confirm responsibilities, territory and commercial terms through your partner agreement before activation.
- Prepare, activate and grow
Complete the required training and activation steps, then support clients through onboarding, adoption and ongoing engagement.
Bring your expertise. Let’s explore the opportunity.
Tell us about your practice, the businesses you advise and the finance workflows you want to improve.