Spendly for your clients

Be viewed as more than a service provider. Be viewed as a real partner to your clients by introducing them to the latest financial tools on the market.

Our expert provider network includes:

Why become a Spendly Partner?

Deliver more value to your clients by making a meaningful impact on their cash flow and profitability. With Spendly, you can help them find much needed savings on services they already use to run their business.

The Spendly Partner Program is designed to be a win-win. Share Spendly with your client as a tool to help them lower expense and get rewarded every time they switch and save.

Help your clients save thousands on operating expenses


average annual savings discovered per business


financial services
to save on


cost or risk to you and your clients


of business are overspending in at least one category

Savings diagram

Who can be a Spendly Partner?

The idea partner works directly with 50+ small & mid-sized business in their core business operations. This includes but is not limited to accountants, bookkeepers, business coaches, consultants, PEOs, portfolio managers and membership groups.

If you think Spendly would be a value add for your client base and would like to learn more about the program, please contact us below.

Learn more today

We offer customized partnerships opportunities:

Full Name
Company Name
Client Base
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