Financial Advisors
Work with your clients on Factorbooks
The Financial Advisors program is designed for advisors who want to run accounting and tax processes more efficiently and with more control. You follow your clients’ records on one platform while review and approval stay with you.
Program purpose
The program aims to make it easier for financial advisors to work with their clients on Factorbooks and to recommend Factorbooks solutions to them. The advisor strengthens their review and advisory role, while the client runs their business with Factorbooks.
Program scope
- Following clients’ accounting, tax return and e-Transformation processes on one platform
- Reviewing and approving accounting entries created with each transaction
- Recommending Factorbooks solutions to clients
- Advisory services for period-end, tax and reporting
Who can join
- Independent accountants
Accounting firms serving multiple clients.
- Certified public accountants
Firms providing certification, audit and advisory services.
- Accounting and audit firms
Firms offering accounting, tax and audit services to corporate clients.
How the collaboration works
Reviewing the client portfolio
Which clients will work with Factorbooks is decided together.
Setting up the platform
The client starts using Factorbooks and advisor access is defined.
Working together
Records are created with each transaction; the advisor reviews and approves them.
Advisory
The advisor continues advising on reporting and tax processes.
What partners gain
- Accounting entries created automatically with each transaction
- Easier tax management and financial control
- Following e-Transformation transactions from one platform
- Managing client processes centrally
- New advisory and service opportunities
The scope of support is agreed together based on the program and partnership model.
The partner’s role
- Reviewing and approving clients’ accounting records
- Running tax and tax return processes
- Recommending the right Factorbooks solution to clients
- Guiding clients in using the platform correctly
Evaluation criteria
- Active financial advisory or audit practice
- Client portfolio and scope of services
- Readiness for digital accounting processes
- A long-term partnership approach
How to join
- ApplicationYou choose your program and fill in the short application form.
- ReviewWe review your field of business, expertise and partnership potential.
- Introductory meetingWe discuss expectations, target customers and the way of working together.
- Getting startedWe agree on the right partnership model and start with training and preparation.
Partners in this program
Companies we work with in this program.
The program is open to new applications.
Program FAQ
Is this program different from the financial advisors solution page?
Yes. The solution page is for advisors who want to use Factorbooks in their own practice. This program is for advisors who want to work with their clients on Factorbooks and recommend Factorbooks to them.
How do I follow my clients’ records?
When your clients use Factorbooks, accounting entries are created with each transaction. With the access defined for you, you review and approve entries and follow reports.
Is training provided in the program?
Our partners receive product training and technical information. The scope of training is agreed together based on the partnership model.
How are commercial terms set?
Commercial terms depend on the client portfolio and the scope of collaboration; they are shared with you individually after the review.
Partner application
Choose your program and fill in the short form. Your application is forwarded to our team and you receive a confirmation email.
Request receivedRequest no
What happens next?