Recurring revenue on the client base your firm already serves.
Finance BPOs and accounting firms resell the BudgetXpert AI agent and receive 20% of the monthly fee for as long as the contract is active, on top of the revenue from the budget management service they provide to their clients.
20%
of the monthly fee, for as long as the contract is active
+ revenue from the management service, billed by the partner
Who it is for
Finance BPOs and accounting firms with 10 or more clients in their portfolio that want to offer budget planning as a service, with the AI agent doing the heavy lifting.
What changes for your firm
The AI agent does the heavy lifting for each client, and your firm stands behind the number
More clients, same team
The AI agent builds the budget, chases whoever is late and explains the variance. Your team reviews and approves the official version.
A service that stands up to scrutiny
Every number you deliver to the client comes with the history of who changed what, exportable to PDF or CSV.
Faster onboarding
The AI agent builds the chart of accounts from a conversation, and each client's implementation gets shorter.
The path
How it works
The partner introduces BudgetXpert to the client.
The client signs up and pays BudgetXpert directly.
The AI agent prepares the cycle, and the partner reviews it and handles the monthly management.
BudgetXpert passes 20% of the monthly fee on to the partner.
The math
Numbers
| Price | R$300 per user |
|---|---|
| Minimum | 0 users |
| Monthly management | The partner's service, billed by the partner |
| Partner commission | 20% of the monthly fee, for as long as the contract lasts. Not applied to the setup |
| Training | Included |
| Setup | 1 monthly fee |
| Contract | 24 months |
| Implementation | On request |
| Joining the program | Free of charge |
Example
Client with 20 users
Commission from BudgetXpert
R$1,200/month
20% of the R$6,000 monthly fee
Management service
Price set by the partner
Billed directly to the client
What BudgetXpert gives the partner
AI agent, platform, training and support. For the first 5 sales, BudgetXpert accompanies the partner through the sale, the client meetings and the implementation support.
Become a Partner
Budget planning as a service from your firm.
You join your client's planning conversation with the platform ready, and receive 20% of the monthly fee for as long as the contract lasts.
The client signs up directly with BudgetXpert
Monthly management is your firm's service
Support with the sale and the implementation
We'll get back to you within one business day to set up a 30-minute conversation.