The ProcureDesk partner program for CPA and CAS firms
Give your clients procurement and AP automation without running the project yourself. We implement every client, and your firm earns recurring revenue share.
- Recurring revenue share on every client you refer, with no cap
- We implement every client in 2 to 3 weeks, at no cost to your firm or the client
- One partner dashboard for every client account, live today
Book a partnership call
Joining takes less than a day.
What is the ProcureDesk CPA Partner Program?
Partner dashboardYour firmIt is a partner program for CPA firms, CAS practices and fractional controller firms. Your firm recommends ProcureDesk to clients, ProcureDesk runs the implementation, and your firm earns recurring revenue share for as long as each client stays on the platform.
What your firm gets
Everything you need to recommend ProcureDesk with confidence, without taking on the project.
Revenue share on every client
Recurring revenue for every client you bring, for the life of the account. No cap and no tiers.
We handle implementation
Onboarding end to end at no extra cost. Clients are live in 2 to 3 weeks.
Partner dashboard
Every client account from one login. Live today and built for multi-client firms.
Free punchout catalogs
Every client account includes 200+ supplier catalogs. No add-on fees.
Co-branded sales resources
One-pagers, comparison guides and client decks, and our team joins client calls when you need backup.
Real people on support
Your clients reach a trained specialist who knows the product, not a chatbot.
From first referral to recurring revenue in four steps
Join the program
Get your partner dashboard, co-branded materials and a partnership contact. Setup takes less than a day.
Recommend ProcureDesk
Introduce a client. We support you with a demo, client materials or a joint call.
We run onboarding
We configure the system, train users and manage the project from kickoff to go-live.
Earn recurring revenue
Revenue share starts when the client goes live and continues for the life of the account.
What your clients see after switching
“Anybody could order goods or services, and approval only happened after the invoice arrived. We needed to put controls in place. ProcureDesk became one of those must-have solutions.”
“We used to have 200 invoices sitting there waiting for approval, monthly. We don't have that anymore. It's not even a thought.”
Guides to take to your clients
New guides from the CPA series appear here automatically as they publish.
How CPA Firms Get Clients to Approve Spend Before the Invoice Arrives
The 30-Minute AP Exposure Review CPA Firms Can Run on Any Client
What AI Can and Can’t Do in AP Today, and How CPA Firms Can Test It
Automated GL Coding for CAS Firms: Pre-Code Every Transaction So Month-End Takes Minutes
Read the guide →Beyond AP Automation: A Client Advisory Services Playbook for CAS Firms
Read the guide →The Missing Layer in Your CAS Tech Stack: Why a PO Before the Invoice Changes Everything
Read the guide →White Label AP Automation: Offering White-Glove AP Services Without the Overhead
Read the guide →Client Spend Visibility: How CAS Firms Give Clients Real-Time Data
Read the guide →Watch how CPA firms bring spend control to their clients
Two recorded sessions from our CPA webinar series. Free to watch, no live attendance needed.
See all webinars →Fits the systems your clients already run on
Approved POs and bills sync both ways with the client's accounting system.
Online, Desktop, Enterprise
Sage Intacct
NetSuite
Business Central
Xero
Bill.com paymentsQuestions CPA and CAS firms ask us
What is the ProcureDesk CPA Partner Program?
A partner program for CPA firms, CAS practices and fractional controller firms. Your firm recommends ProcureDesk to clients, ProcureDesk handles the implementation, and your firm earns recurring revenue share for as long as each client stays on the platform.
How does the revenue share work, and how much can my firm earn?
Your firm earns a recurring percentage of the subscription fee for every client it refers. There is no cap and there are no tiers. As long as the client is on the platform, your firm keeps earning. The exact percentage is shared on your partnership call.
Who manages the implementation, my firm or ProcureDesk?
ProcureDesk handles implementation end to end at no extra cost to your firm or the client. We configure the system, set up integrations, train users and drive the project. You stay involved at the level you choose.
How long does client onboarding take?
Most clients are fully live within 2 to 3 weeks. The timeline depends on the accounting system and how quickly the client provides access and data.
What if a client has multiple entities or custom approval workflows?
Our implementation team handles multi-entity setups and custom approval workflows regularly. We scope everything up front and flag anything that needs discussion before you recommend it.
Can my firm manage several clients from one login?
Yes. The partner dashboard is live today and built for multi-client advisory firms. You see client status and activity for every account from a single login.
Which accounting systems does ProcureDesk integrate with?
QuickBooks Online, QuickBooks Desktop and QuickBooks Enterprise, Sage Intacct, NetSuite, Microsoft Business Central and Xero, plus Bill.com for payments. Approved invoices sync with GL codes and documentation attached.
Which clients are a good fit?
Mid-market companies with 100 to 1,000 employees that buy from vendors every week and are outgrowing email and spreadsheet approvals. Clients that place only a handful of orders a month, or already run SAP Ariba or Coupa, are not a fit.
Does ProcureDesk support 3-way matching?
Yes. Matching the purchase order, receipt and invoice before payment is a core feature, and a key reason mid-market companies choose ProcureDesk over AP-only tools.
Is ProcureDesk SOC 2 certified?
Yes. ProcureDesk is SOC 2 certified, with a full audit trail on every request, approval and payment.
Ready to talk about your clients?
A 30-minute call with our partnerships team. No commitment.
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