Resell and implement ChatFin for your finance clients
For firms that deliver the work, not only the introduction. You keep the client relationship and the delivery revenue, and ChatFin supplies the platform, the ERP connections and the enablement.
Firms that already deliver finance work for other companies
Three shapes fit. A referral fee with no delivery role fits badly, because buyers here are finance and reviewers are IT.
ERP implementation firms
You already sit inside the client's NetSuite, Acumatica, JD Edwards, SAP or Dynamics estate. ChatFin connects through the interfaces you already work with, so nothing migrates.
Advisory practices
Finance transformation and close acceleration work, where the recommendation currently ends at a process design document rather than a running workflow.
Consultancies with a finance team
A consultant who can describe a reconciliation, an accrual basis and a payables exception queue in the client's own terms is the skill that matters most.
Data and process, mostly
ChatFin connects through the ERP's published interfaces, so nothing migrates and no second copy of the ledger appears.
The implementation path
Most of a deployment is discovery, master data and process design. The connection itself is the short part, and two roles you already have cover the delivery.
- Connects through published ERP interfaces, not screen automation
- No migration and no second copy of the ledger
- A finance consultant and an ERP integration person is the whole team
- Master data cleanup is the longest task on a first deployment
The delivery model
ChatFin owns the platform. You own the client outcome. We join the calls you want us on and stay off the rest.
- You run discovery, process design, configuration and training
- We supply the platform, the ERP connections and the enablement
- In a resell or deliver motion the partner owns the client
- Commercial terms sit in the partner agreement, not on this page
- The platform and its releases
- ERP connectors and their maintenance
- Partner enablement and training
- Technical answers on a joint call
- Discovery and process design
- Configuration against the client's chart of accounts
- Client training and first line support
- The commercial relationship
The payables finding that sells phase two
A supplier invoice entered in March as reference 44192, matched and paid. In May the supplier reissues it as 44192A, and a clerk keys it on a busy morning.
Duplicate payment, caught before it clears
Exact equality on the reference never finds this. The agent compares the shape of the document instead, and prepares a hold rather than a correction.
- Compares supplier, gross amount, invoice date, currency and settled history
- Prepares a hold on the new voucher with both rows attached as evidence
- Your client approves the hold or releases it
- Then run the same test across twelve months, and that number is the business case
Before the first call
Telling a client their real problem is invoice capture rather than an agent platform costs you one deal and wins you the next three.
What is the ChatFin solutions partner program?
It is the track for firms that resell, implement and support ChatFin for their own clients, typically ERP implementation firms, advisory practices and consultancies with a finance team. ChatFin supplies the platform, the ERP connections across NetSuite, Acumatica, JD Edwards, SAP, Dynamics 365, Oracle Fusion and Sage Intacct, and the enablement. The partner runs discovery, process design, configuration, training and client support. Commercial terms sit in the partner agreement rather than on this page.
What skills does my team need to implement ChatFin?
Two roles you probably already have. A finance consultant who can describe a reconciliation, an accrual basis and a payables exception queue in the client's own terms, and somebody comfortable with the ERP integration layer. No machine learning background is required, because ChatFin is configured in finance language. The longest task on a first deployment is master data cleanup and agreeing what the service account may do.
How is this different from the technology partner program?
Solutions partners deliver the platform to finance teams. Technology partners integrate their own software product with it. If you sell implementation or advisory services and want to add finance AI to what you deliver, this is the right programme. If you build a product that exchanges data with ChatFin, the technology partner track covers the integration surface, permissions and support boundaries instead.
Tell us which ERP estates your firm works in
The first conversation is short. Which ERP estates you work in, which finance processes your clients complain about, and whether you want to resell, co sell or refer.
Bring one real client situation to the first call
We will say where the platform does not fit
Commercial terms are agreed directly, not published