For bookkeepers and accountants
Help your clients get paid faster, and earn from it.
0based Agent follows up on every unpaid invoice in your client's name, politely and on time. You refer them, see all of them in one dashboard, and earn 20% of their fees for 12 months. Free for your clients.
How it works
- 01Share your link
Send it to clients who wait too long to get paid, or use the email templates in your partner kit.
- 02They connect their books
QuickBooks, Xero, FreshBooks, Zoho Books, Sage, Wave, Square, Stripe or a CSV. Read-only, about 10 minutes.
- 03You see every client in one place
Overdue cash, what the agent recovered and each client's cash checkup, while the client allows it.
- 04You earn revenue share
20% of what each client pays us for their first 12 months. Clients use it free and pay 10% only on recovered cash.
Questions
What do I see about my clients?+
Totals only: overdue cash, cash recovered, plan and whether the agent is live, plus a co-branded cash checkup. Never their messages or their customers' contact details. Each client can turn your access off in their settings.
How is revenue share worked out?+
20% of what each client pays for their plan, for 12 months from the day they signed up through your link. Success fees aren't included. You can see it build up client by client on your dashboard.
How do I get paid?+
Monthly, by bank transfer, once you're owed $50 or more. Every payout shows on your dashboard.
Can I work inside a client's account?+
Yes, if they invite you to their team. Accept with the same sign-in you use for your partner dashboard, then open that client from the dashboard and switch back in one click. Your own firm's account stays as it is.
Do my clients pay more?+
No. Clients who come through a partner pay the same as anyone else.