Accounting Firms
Partner Program
Expand beyond tax and audit into operational transformation.
What It Is
Beyond Compliance
Your clients already trust you with their numbers. Valenta gives you a way to bring them automation, AI, and digital workforce solutions, without hiring a technical team to deliver it.
Built Around How Accounting Firms Work
Whether you serve small business clients or manage finance functions for mid-market companies, Valenta's solutions plug directly into the accounts payable, accounts receivable, and reporting workflows you already touch.
Two Ways to Get Involved
Build your own automation practice as a Service Delivery Partner, or simply introduce Valenta to your clients as a Referral Partner and earn on what converts.
Explore the partnership options →Our Ideal Partner
CPA firms, bookkeeping firms, and outsourced finance providers looking to grow advisory and consulting revenue.
Benefits to You
- ↗New recurring revenue streams beyond compliance fees
- ↗Differentiation from firms offering standard accounting services only
- ↗Co-branded sales and marketing support from Valenta
- ↗Implementation handled entirely by Valenta's delivery team
What You Offer Your Clients
Automate accounts payable, accounts receivable, and reconciliation workflows so your clients' teams spend less time on data entry and more time on decisions.
Give clients faster, more accurate visibility into cash flow and performance, without adding headcount.
Deploy AI-powered digital assistants to handle repetitive finance tasks around the clock.
Connect disconnected finance systems so data moves automatically instead of manually.
How It Works
Step 1: Identify the Opportunity
We look at your client's finance operation together, accounts payable, accounts receivable, reconciliations, and reporting, to flag where automation pays back fastest.
Step 2: Design and Deliver
Valenta's team designs and implements the automation or digital assistant. As a Service Delivery Partner you deliver it directly with our training and support; as a Referral Partner, we deliver it for you.
Step 3: Open the Advisory Conversation
As results land, you use them to move the relationship from compliance work into ongoing advisory revenue.
Frequently Asked Questions
A partnership that lets accounting and bookkeeping firms offer clients automation, AI, and digital workforce solutions, delivered by Valenta, either directly through your firm or through a simple referral.
No. Valenta's delivery team handles design, build, and implementation. Your firm stays the client's trusted advisor throughout.
As a Service Delivery Partner, you run the relationship and delivery yourself with Valenta's training and support behind you. As a Referral Partner, you make the introduction and Valenta manages delivery. Either way, you earn from the partnership.
Referral Partner has no cost. Service Delivery Partner includes a one-time enablement fee. See the full comparison on our Partner Programs page.
Get Started Today
Join our partner ecosystem and start delivering AI-powered efficiency, scalability, and growth to your clients.
Schedule a meeting with a Valenta Partnership expert today →
