ProAdvisor Partner · Invoice-On-Payment™ ready

Standardize the operating layer
across your clients.

Resell RemindLedger™ to QuickBooks clients that need more than reconciliation. Standardize collections campaigns, bank-verified cash checks, payment matching, contracts, and finance workflows while you earn 20–35% margin.

No bank passwords stored Credits never expire +5% monthly client bonus Works with any QuickBooks

The reconciliation problem costs your clients hours every week

Every QuickBooks business that accepts Zelle, ACH, or Wire faces the same painful workflow — and they're paying you to fix it manually.

3–5 hours/week

Average time a bookkeeper spends matching Zelle and ACH deposits against open invoices in QuickBooks — manually, one by one.

$200–600/month wasted

Bookkeeping fees for reconciliation work that RemindLedger automates in seconds. Your clients pay this every month — indefinitely.

Zero bank API risk

Your clients connect secure read-only bank data and get automatic reconciliation without changing how they get paid.

Invoice-On-Payment™ for CPAs

Stop adjusting credit notes for clients’ bad debt

With RemindLedger’s Invoice-On-Payment™ methodology, your clients’ invoices are only issued after the bank confirms the payment. That means no more month-end credit-note cleanups, no uncollectable tax liability on unpaid invoices, and no more reconciling phantom receivables.

No credit notes

Invoice issued only when money is in.

No phantom AR

Books always match actual cash flow.

No tax exposure

No fiscal liability on uncollected money.

Three steps to earning on autopilot

No complex integration. No white-label setup fees. Just buy credits, activate clients, collect margin.

1

Buy RL Credits at wholesale price

Purchase credit packs at 20–35% below retail. 1 credit = $1 of client license value. Credits never expire — use them across all your clients.

Starter pack — 20% off Growth pack — 25% off Pro pack — 30% off Enterprise — 35% off
2

Activate client licenses with guided partner onboarding

After approval, our partner team provisions your credit wallet, onboarding docs, and client activation flow. Self-service tooling is expanding, but firms can activate clients today.

30-second onboarding per client · Bulk activate up to 50 clients at once
3

Bill clients at retail, keep the margin

You invoice your clients at full RemindLedger retail price (or bundle it into your service fee). Your cost is 20–35% less. No revenue sharing, no royalty, no middleman — your margin, your business.

10 clients on Business ($79/mo) $790 retail/mo
Your cost (25% discount) –$197.50
Your monthly margin $197.50/mo

Plus +5% monthly bonus = +$39.50/mo in additional credits → $237/mo total from 10 clients

RL Credit Packs — Partner pricing

Credits never expire. Use across your full client portfolio. Buy more, save more.

20% OFF
Starter
$80
100 credits
was $100
  • 1 credit = $1 retail
  • Never expires
  • ~3–4 clients/mo
Get Started
30% OFF
Pro
$700
1,000 credits
was $1,000
  • 1 credit = $1 retail
  • Never expires
  • ~34 clients/mo
Get Pro Pack
35% OFF
Enterprise
$3,250
5,000 credits
was $5,000
  • 1 credit = $1 retail
  • Never expires
  • CPA firms & franchises
Contact Us

Referral & Retention Bonuses — always running

+20 credits per new client you refer +5%/mo of each client's monthly value back in credits No expiration on any bonuses

Why your clients love it

The tool you can confidently recommend — because it doesn't create liability or complexity.

Zero bank credentials shared

RemindLedger supports verified read-only bank sync. Your clients keep full control of their accounts and never share online banking passwords.

QuickBooks Desktop & Online

Works with QB Desktop (CSV import) and QB Online (direct sync). Your clients don't change their QuickBooks workflow — RL just stops them from reconciling manually.

Zelle, ACH, Wire — all caught automatically

Forward a dedicated inbox address to RL. Every payment notification from Chase, BofA, Wells Fargo, Citi is parsed, matched to an open invoice, and marked paid. Client gets notified. Job done.

AR automation — not collections

RemindLedger sends payment reminders from your client's own domain. No third-party debt collector branding. No FDCPA exposure. Just automated "hey, your invoice is due" messages.

Cash flow forecasting included

Enterprise tier includes 12-week cash flow projections, KPI dashboard, and budget planning. Your clients stop calling you every month to ask "will we make payroll?" — the dashboard tells them.

Pricing your clients can afford

Free core + bundles from $29$219/mo. 60–80% less than multi-tool stacks, while adding verified bank sync and fallback workflows your clients can actually operate.

RemindLedger vs. everything else you've tried

Feature RemindLedger Chaser Manual QB
Zelle/ACH auto-match Limited
Bank login required NEVER N/A
QuickBooks sync (Desktop + Online) Online only
Cash flow forecasting Add-on
Partner / reseller program
Starting price (per client/mo) Free $200 $0 + hours

Partner FAQ

Do I need a reseller agreement to join?

No lengthy contract. You accept the partner terms during signup (standard SaaS reseller terms). You can start with a Starter pack immediately after approval.

What happens if a client cancels?

Unused credits stay in your wallet when a client cancels — no refund policy. Credits don't expire, so you just apply them to your next client. You only spend credits on active licenses each billing cycle.

Can I white-label RemindLedger for my firm?

White-label is available on the Enterprise credit pack (5,000+ credits). Your firm name appears in the client dashboard header and email notifications. Custom domain support (e.g., ar.yourfirm.com) is included.

Does RemindLedger count as a debt collection agency?

No. RemindLedger is payment reconciliation and AR automation software. Payment reminders are sent from your client's own email domain — not from RemindLedger. We are not subject to FDCPA as a third-party collector. We position all messaging as "payment reconciliation," not collections.

How long does client onboarding take?

About 20 minutes end-to-end. Activate license, connect QuickBooks, then either connect secure bank data or upload the first statement file. Email forwarding is optional fallback, not the only setup path.

Is the partner portal available yet?

We are accepting partners now with guided onboarding. Wallet tooling and self-service partner management continue to expand, but firms can already activate clients and lock in partner pricing today.

Partner Applications — Open Now

Apply for early partner access

Early partners get Enterprise-tier discounts (35% off) locked in permanently, plus priority support and direct input on the roadmap.

No commitment required. We'll contact you within 24 hours to verify your ProAdvisor status.